MENTOR, Ohio, Sep. 22, 2021 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services, Inc. was once again included on the 2021 Barron’s list of the “Top 100 Independent Wealth Advisors” in the country. Randy has been included on this prestigious list of top wealth advisors every year since 2010.
Barron’s produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports*. There are nearly 300,000 licensed financial advisors in the United States, so being named one of the top 100 independent advisors is a notable recognition.
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Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Barron’s “Top 100 Independent Wealth Advisors,” September 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years of financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent for the full story.