April 8, 2025 – Randy Carver, President and Founder of Carver Financial Services, is honored to announce his ranking as the #2 Wealth Advisor in Ohio on Forbes’ 2025 “Best-In-State Wealth Advisors” list. This esteemed recognition underscores his unwavering commitment to delivering exceptional financial advisory services and personalized client solutions.

Forbes, in collaboration with SHOOK Research, evaluates wealth advisors nationwide based on criteria such as industry experience, revenue trends, assets under management, compliance records, and client service best practices. The 2025 rankings reflect data from June 30, 2023, to June 30, 2024.​

Randy Carver expressed, “​Being recognized by Forbes as Ohio’s #2 wealth advisor is a profound honor. This achievement reflects the dedication of our entire team and the trust our clients place in us. We remain committed to providing personalized financial strategies that align with our clients’ unique goals and aspirations.”​

See the full list here.

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The Forbes Top Wealth Advisors Best-in-State 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, roughly 9,722 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/best-in-state-wealth-advisors/ for more info.