Randy Carver named to Forbes’ 2019 list of Top 250 Wealth Advisors in the U.S.
September 12, 2019 – FORBES published their 2019 list of Top 250 Wealth Advisors in the United States. This is the fourth year in a row that Randy Carver, President of Carver Financial Services Inc. and registered Principal with Raymond James Financial Services Inc., was included in this prestigious list. There were more than 30,600 nominations received, seven were recognized in Ohio, with Randy Carver being ranked #104.
The Forbes ranking of Top Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, 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. 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. America’s Top Wealth Advisors (Forbes.com Sept. 2019).