SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“We are truly honored to be recognized by CNBC,” says SJS Founder & CEO Scott J. Savage. “This is a reflection of our team’s unwavering commitment to helping our clients achieve their financial goals and the trust they place in us.”
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2025 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 40,563 RIA firms from the Securities and Exchange Commission regulatory database. Through a process by CNBC and AccuPoint Solutions, the list was eventually cut to 1,015 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. SJS completed this survey in July 2025. The CNBC team verified various data with the SEC regulatory database. CNBC and AccuPoint also considered additional information including:
Advisory firm’s regulatory/compliance record
Number of years in the business
Number of certified financial planners
Number of employees
Number of investment advisors registered with the firm
Ratio of investment advisors to total number of employees
Total assets under management
Percentage of discretionary assets under management
Total accounts under management
Number of states where the RIA is registered
Country of domicile.
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. 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]
If you would like to learn more about how we work with families, business owners, and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “CNBC’s Financial Advisor 100: Best financial advisors, top firms for 2025 ranked”. Kate Dore, Kelli Grant, 01-Oct-2025, cnbc.com.
[2] “How we determined CNBC’s Financial Advisor 100 ranking for 2025”. Kelli Grant, 01-Oct-2025, 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.