SJS Investment Services Ranked #13 on CNBC’s 2026 Financial Advisor 100 List
SJS Investment Services is proud to be #13 on CNBC’s 2026 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“We’ve always believed that doing right by our clients starts with putting their interests first and earning their trust every day,” says SJS Founder & CEO Scott J. Savage. “This recognition is a tremendous honor and a reflection of the people behind SJS - the team that works together every day to deliver thoughtful advice, disciplined investment management, and a genuine commitment to our clients.”
About the CNBC FA 100 List
To develop the 2026 CNBC FA 100 list, CNBC partnered with data provider AccuPoint Solutions to evaluate thousands of RIA firms based on a broad range of factors related to the firms’ experience, size, services, and business practices.[1]
The process began with more than 41,000 RIA firms identified through the Securities and Exchange Commission’s regulatory database. CNBC and AccuPoint Solutions then narrowed the field based on CNBC’s criteria before inviting 1,015 qualifying firms to provide additional information through a survey.[1]
SJS completed the CNBC survey in July 2026. CNBC also verified information through regulatory filings and considered factors including:[1]
Advisory firm’s regulatory/compliance record
Number of years in the business
Number of employees
Number of investment advisors registered with the firm
Ratio of investment advisors to the total number of employees
Total assets under management
Total accounts under management
Number of states where the RIA is registered
Country of domicile
AccuPoint then applied CNBC’s proprietary weighting to these factors to determine the final ranking of the top 100 firms. CNBC receives no compensation from placing financial advisory firms on their list. Neither SJS Investment Services nor any of its employees provided any payment to CNBC or AccuPoint in exchange for rankings. Additionally, an advisor’s appearance on this ranking does not constitute an individual endorsement by CNBC of any firm. Further methodology information can be found on the CNBC website.[1][2]
A Reflection of Our Commitment
For SJS, this recognition is particularly meaningful because it reflects the breadth of our firm while staying true to what has guided us since our founding in 1995: putting clients first, remaining fiercely independent, and providing an institutional-quality investment experience with a personal approach.
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Important Disclosure Information & Sources:
[1] “CNBC’s Financial Advisor 100: Best financial advisors, top firms for 2026 ranked”. Kate Dore, Kelli Grant, 08-Oct-2026, cnbc.com.
[2] “How we determined CNBC’s Financial Advisor 100 ranking for 2026”. Kelli Grant, Riley de León, 08-Oct-2026, cnbc.com.
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. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.