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Carver Financial Services

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
    • Client Access Videos
    • Client Communications
    • Seminar Material
    • Carver Financial ROKU® Channel
    • Carver Merch Store
    • Carver in the News
    • FAQs
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
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Randy Carver Ranked #92 on Forbes’ 2025 List of America’s Top Wealth Advisors

April 8, 2025 – Randy Carver, President and Founder of Carver Financial Services, has been named to Forbes’ prestigious list of America’s Top Wealth Advisors for 2025, earning the #92 spot among the nation’s most respected financial professionals.

This marks another milestone in Carver’s three-decade career dedicated to helping clients achieve financial clarity, confidence, and freedom. With over $3 billion in assets under management as of March, 2025, Carver and his team continue to set a high standard in personalized wealth management, retirement planning, and comprehensive financial strategy.

“I’m incredibly honored to be recognized by Forbes alongside so many outstanding professionals,” said Randy Carver. “This recognition is a reflection of the incredible clients we serve and the dedication of our entire team. Our mission has always been to simplify financial planning and help people live the life they’ve imagined.”

The Forbes ranking, developed by SHOOK Research, is based on both quantitative and qualitative criteria including industry experience, assets under management, client retention, and a commitment to best practices.

With an unwavering focus on individualized client care and a commitment to community involvement, Carver Financial Services continues to grow while staying true to its local roots in Mentor, Ohio.

See the full list here.


The Forbes America’s Top Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, 250 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit  https://www.forbes.com/top-wealth-advisors/ for more info.

Category: AwardsTag: awards

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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