We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by the Forbes / SHOOK 2025 Best-In-State Wealth Advisors ranking. [1]
“This recognition is a reflection of the trust our clients place in us and the dedication our entire Team brings every day,” Scott shared. “For nearly three decades, our mission has been to serve with integrity, clarity, and commitment—and this award reinforces the strength of that mission.”
The Best-In-State Wealth Advisors Ranking Methodology, developed by SHOOK Research and published by Forbes, evaluates thousands of advisors across the U.S. through a rigorous process. [2] Candidates are assessed based on both qualitative and quantitative criteria, including assets under management, revenue trends, service models, and client retention. Notably, portfolio performance is not a factor in the selection process. This year, SHOOK Research reviewed nearly 48,000 nominations, conducted over 27,586 interviews (in person, by phone, or virtually), and selected the top advisors based on a holistic review of their practices.
As part of the selection process, SJS provided data through SHOOK Research’s survey, offering insights into AUM growth, client relationship size, and our firm’s approach to service. Most importantly, neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
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, 08-Apr-2025, forbes.com.
[2] “Methodology: Best-In-State Wealth Advisors 2025“. R.J. Shook, 08-Apr-2025, 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.
Hyperlinks to third-party information are provided as a convenience.