SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investment Advisor) Firms.[1]
“The fourth annual Forbes/SHOOK Top RIA list highlights firms with proven records of safeguarding and growing client wealth,” the publisher writes in its introduction to this year’s Top RIA Firms webpage.[1]
“This honor is a testament to the trust our clients place in us and the dedication of our team. As we celebrate 30 years, we remain committed to guiding families and businesses with clarity and purpose,” says SJS Founder & CEO Scott J. Savage.
As detailed on the methodology webpage, the Forbes / SHOOK 2025 list of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.
Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. SHOOK Research received 50,063 nominations based on thresholds, invited 28,522 firms to complete their online survey, performed 24,647 telephone interviews, conducted 6,781 in-person interviews at advisors’ location, and conducted 1,596 virtual interviews. Additional information about the list methodology can be found on the Forbes website.[2]
In April and July 2025, SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, revenue, typical client relationship size, and minimum account size for new business. Neither SJS Investment Services nor any of its employees provided any payment to Forbes or SHOOK Research in exchange for rankings.
If you would like to learn more about how the SJS team works with families, business owners, and institutions, please feel free to reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “America’s Top RIA Firms”. Sergei Klebnikov & SHOOK Research, 01-Oct-2025, forbes.com.
[2] “Methodology: America’s Top RIA Firms 2025”. R.J. Shook, 01-Oct-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.
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