Top Wealth + Best-in-State + Barron's 100 · rank 1 · Mentor, Ohio · listed firm: Carver Financial Services
Identity & firm
- Firm — Carver Financial Services, Inc. (high)
- “CARVER FINANCIAL SERVICES INC” — sec_finra_regulatory
- “Because the type of firm that I envisioned didn’t exist, I created it. This was the beginning of Carver Financial Services Inc. in December of 1990.” — firm_official
- Parent company — independent (high)
- “I established Carver Financial Services, Inc. with the vision statement of, “To make people's lives better for our clients, our team and our community”, and aligned with Investment Management & Research, which is now Ray” — firm_official
- “By associating with a global firm, we could provide all of the services that any large investment firm could without the pressure to sell any specific product or service.” — firm_official
- Firm type — hybrid_ria (high)
- “"firm_name":"RAYMOND JAMES FINANCIAL SERVICES, INC.","branch_city":"MENTOR","branch_state":"OH","branch_zip":"44060","ia_only":"N","firm_bd_sec_number":"17983"” — sec_finra_regulatory
- “"firm_name":"CARVER FINANCIAL SERVICES INC","branch_city":"MENTOR","branch_state":"OH","branch_zip":"44094","ia_only":"Y","firm_ia_sec_number":"43562","firm_ia_full_sec_number":"801-43562"” — sec_finra_regulatory
- Team name — Carver Financial Services (high)
- “Carver Financial Services, Inc. is founded by Randy Carver, with one team member and a small office on Mentor Avenue.” — firm_official
- Team size — 30 (medium)
- “Over the last 30 years, we’ve built a team of highly credentialed, experienced advisors and associates to serve you.” — firm_official
- “Assets: $2.26 Billion I Team Members: 26 2023 Technology and Conference Space were updated and a video studio was added.” — firm_official
- CRD — 1586558 (high)
- “"ind_source_id":"1586558","ind_firstname":"Randolph","ind_middlename":"Nair","ind_lastname":"Carver","ind_other_names":["RANDY CARVER"]” — sec_finra_regulatory
- Years experience — 39 (high)
- “"ind_industry_cal_date":"1986-11-20"” — sec_finra_regulatory
- Designations — other:CRPC, other:CDFA, other:CEPA (high)
- “Randy Carver | CRPC® | CDFA® | CEPA® – Carver Financial Services” — firm_official
- “Randy has earned the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and is a Certified Divorce Financial Analyst® practitioner, having completed the certification from ” — firm_official
Book of business
- Team AUM ($M) — 3100 (high)
- “"Team Assets (Custodied)":"$3.1B","Asset Date":"6/30/2025"” — forbes_shook
- “Assets: $2.26 Billion I Team Members: 26 2023 Technology and Conference Space were updated and a video studio was added. Assets reached a new landmark at more than…” — firm_official
- Account minimum ($M) — 0.5 (high)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 2 (high)
- “"advisor":"Randy Carver","firm":"Carver Financial Services","location":"Mentor, Ohio","typical_account_mil":1.2,"team_assets_bil":3.6,"typical_net_worth_mil":2” — professional_press
- “"Typical Net Worth of Relationships":"$250K-100M"” — forbes_shook
- Client niche — generalist (medium)
- “Retail, High Net Worth, Ultrahigh Net Worth, Foundations” — professional_press
- “We go beyond traditional planning to craft personalized strategies that align with your goals, values, and vision for the future.” — firm_official
- Custodians — Raymond James (high)
- “"firm_name":"RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC","branch_city":"MENTOR","branch_state":"OH","branch_zip":"44060","ia_only":"Y","firm_ia_sec_number":"69815"” — sec_finra_regulatory
- “Our relationship with Raymond James delivers distinct security and services.” — firm_official
- Fee model — fee_plus_commission (medium)
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
- “He also holds a life, health, and annuity insurance license.” — firm_official
Positioning & marketing
- Website url — https://carverfinancialservices.com/about-us/meet-the-team/randy-carver/ (high)
- “Randy Carver | CRPC® | CDFA® | CEPA® – Carver Financial Services” — firm_official
- Value proposition (verbatim) — Your Vision. Our Priority. We go beyond traditional planning to craft personalized strategies that align with your goals, values, and vision for the future. Through expert guidance, curated experiences, and a thriving community, we help you turn wealth into a life well-lived. Because true success isn't measured in numbers—it's the freedom to live with clarity, confidence, and purpose. (high)
- “Your Vision. Our Priority. We go beyond traditional planning to craft personalized strategies that align with your goals, values, and vision for the future. Through expert guidance, curated experiences, and a thriving co” — firm_official
- “Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance..” — firm_official
- Differentiators — Proprietary Personal Vision Planning® process, Team of advisors with 350+ years of collective experience, High-touch service — available in person, by phone, or email, Global resources and security via the Raymond James relationship, Curated client experiences, events, and getaways beyond planning (high)
- “We work to bridge the gap between your dreams and reality through our proprietary Personal Vision Planning® process.” — firm_official
- “Our professional team of advisors and associates bring more than 350 years of collective experience to the table.” — firm_official
- Content marketing — active (high)
- “datetime="2026-08-01T07:00:58-04:00"” — firm_official
- “Start with Your Personal Vision, Not Just Your Numbers Most people begin the year with resolutions about money—spend less, save ... Read Full Post” — firm_official
- Has podcast — no (medium)
- “Dreaming Big Through Adversity with Randy Carver, CRPC®, CDFA® (Ep. 97)” — general_press
- “Our Videos Randy’s Blog Raymond James Resources Carver University Resources for Business Owners Client Access Videos Client Communications Seminar Material Carver Financial ROKU® Channel” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/randy-carver/ (medium)
- “Randy Carver - Carver Financial Services | LinkedIn” — social_or_third_party_db
- “https://www.linkedin.com/company/carver-financial-services/” — firm_official
- Social presence — linkedin_active, x, youtube, instagram (medium)
- “Facebook LinkedIn Twitter YouTube” — firm_official
- “https://www.linkedin.com/company/carver-financial-services/” — firm_official
- Press awards — Barron's Top 100 Financial Advisors (2026, rank 38), Barron's #1 Financial Advisor in Ohio, Top 1,500 list (2026, second consecutive year), Barron's Top 1200 advisors in the US and top 10 in Ohio every year since 2010, Commentator on FOX Business, CNN, Yahoo Finance, Newsmax, Cheddar TV, Featured in New York Times, Financial Times, Wall Street Journal, Crain's Cleveland Business (high)
- “May 2026 Barron’s Names Randy Carver One of the Top 100 Financial Advisors in the United States for 2026” — firm_official
- “March 2026 Randy Carver Named #1 Financial Advisor in Ohio on Barron’s 2026 Top 1,500 List for Second Consecutive Year” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://carverfinancialservices.com/wp-content/uploads/2020/05/cropped-Carver-Financial-Logo-Main-500px.png (high)
- Visual brand notes — Own wordmark logo in main and stacked-white variants; clean whitespace-heavy WordPress layout, institutional financial palette, lifestyle/retirement imagery, multiple "Get Started" CTAs; vision-and-experiences language over product imagery. (medium)
- “data-src="https://carverfinancialservices.com/wp-content/uploads/2020/06/Carver-Financial-Logo-Stacked-White-NoBorder358px-300x280.png"” — firm_official
- “Your Vision. Our Priority.” — firm_official
