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  • Our Approach
    • Personal Vision Planning®
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    • Team Advantage
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    • Philanthropy
    • About Raymond James
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    • Our Videos
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    • 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
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Randy Carver Secures Rank as the #1 Financial Advisor in Ohio on Barron’s Top 1,200 List for 2025

March 10, 2025 –Carver Financial Services is thrilled to announce that Randy Carver, Founder and President, has been ranked as the #1 financial advisor on Barron’s prestigious Top 1,200 Financial Advisors list for 2025 for the state of Ohio. This recognition highlights Randy’s exceptional dedication, expertise, and commitment to delivering unparalleled financial services to his clients.

Barron’s annual list of the top financial advisors is regarded as one of the most comprehensive rankings in the industry, based on a combination of factors including assets under management (AUM), revenue production, quality of practice, and philanthropic work. Randy’s top ranking reflects his unwavering commitment to building long-term relationships with clients, his strategic approach to financial planning, and his impressive time- tested track record of success in wealth management.

Randy Carver has built a reputation for his personalized approach to wealth management, working closely with clients to design tailored financial strategies that help secure their futures. His success is driven by a client-first philosophy that focuses on understanding each client’s unique financial situation, aspirations, and concerns.

“I am truly honored to be recognized by Barron’s,” said Randy Carver. “This achievement is a reflection of the hard work and trust that my team and clients have invested in me. I am deeply committed to providing our clients with the highest level of service and helping them navigate the complexities of financial planning. This recognition fuels my passion to continue delivering the very best for those we serve.”

With over 35 years of experience, Randy Carver is known for his deep knowledge of investment strategies, retirement planning, and estate planning, as well as his focus on creating comprehensive financial plans that address the unique needs of each client. Under his leadership, Carver Financial Services has consistently grown and expanded its client base, earning recognition as one of the top practices in the industry.

This latest accolade adds to a series of distinguished recognitions for Randy Carver, cementing his position as one of the leading financial advisors in the country.

To see the full listing click here.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024, and was released on 03/10/2025.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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.

Category: 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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