Investment Services CEO Scott J. Savage Recognized in Forbes / SHOOK Best-In-State Wealth Advisors List For 2026
We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by Forbes in the Forbes / SHOOK Research Best-In-State Wealth Advisors List for 2026. [1]
“This recognition is both humbling and inspiring. It reflects not just where we’ve been, but where we’re going - as trusted guides in an increasingly complex financial world. At SJS, our mission is deeply personal: to help you discover peace of mind by navigating wealth with purpose, clarity, and confidence for generations to come.”
– Scott J. Savage, Founder and CEO
About the Forbes / SHOOK Best-In-State Ranking Methodology
The Best-In-State Wealth Advisors Ranking Methodology, developed by SHOOK Research and published by Forbes, evaluates thousands of financial advisors across the United States through a rigorous process.[2]
Candidates are assessed based on both qualitative and quantitative criteria, including:
Assets under management (AUM)
Revenue trends
Service models
Client retention
Notably, portfolio performance is not a factor in the selection process.
The 2026 Selection Process
As part of the selection process this year, SHOOK Research:
Reviewed nearly 52,043 nominations
Conducted over 34,626 interviews (in person, by phone, or virtually)
Selected top advisors based on a holistic review of their practices
SJS Investment Services provided data through SHOOK Research’s survey, offering insights into:
AUM growth
Client relationship size
Our firm’s approach to service
Neither SJS Investment Services nor any of its employees provided any payment to Forbes or SHOOK Research in exchange for rankings. Additional information about the list methodology can be found on the Forbes website.[2]
A Continued Commitment to Our Clients
We’re honored to be included in this group and are deeply grateful to our clients for their continued trust. If you’d like to learn more about how Scott and the SJS Team support families, business owners, and institutions with thoughtful wealth management and fiduciary guidance, we welcome the conversation. Please connect with SJS today!
Important Disclosure Information And Sources:
[1] “Best-In-State Wealth Advisors”. Sergei Klebnikov & SHOOK Research, 07-Apr-2026, forbes.com.
[2] “Methodology: Best-In-State Wealth Advisors 2026”. R.J. Shook, 07-Apr-2026, forbes.com.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.