SJS Investment Services has been recognized in CNBC’s 2023 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“This recognition is affirming to our Team, and we attribute this to the faith, commitment, and loyalty that our clients have demonstrated to SJS over the last 28 years,” says SJS Founder & CEO Scott J. Savage.
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2023 FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process by CNBC and AccuPoint Solutions, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria. CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details. The CNBC team verified that data with the SEC regulatory database. CNBC and AccuPoint also considered additional information including total assets under management (AUM), years in business, accounts under management, regulatory / compliance record, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, percentage of discretionary assets under management, and number of states where the RIA is registered. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms. There is no fee to apply or to secure placement within the ranking. 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]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA 100: CNBC ranks the top-rated financial advisory firms of 2023”. CNBC.com Staff, 12-Sep-2023, cnbc.com.
[2] “Here’s how we determine the FA 100 ranking for 2023“. CNBC.com Staff, 12-Sep-2023, 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.
Hyperlinks to third-party information are provided as a convenience.
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