SJS Investment Services Recognized In CNBC's 2024 FA 100 List

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]

“The faith, commitment, and loyalty you have demonstrated as clients over the last 29 years has made this recognition possible! Thank you!” says SJS Founder & CEO Scott J. Savage.

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2024 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 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Through a process by CNBC and AccuPoint Solutions, the list was eventually cut to 903 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. CNBC and AccuPoint also considered additional information including the 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, the 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, and 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]

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Important Disclosure Information & Sources:

[1] “FA 100: CNBC ranks the top-rated financial advisory firms of 2024”. CNBC.com Staff, 02-Oct-2024, cnbc.com.

[2] “Here’s how we determine the FA 100 ranking for 2024“. CNBC.com Staff, 02-Oct-2024, 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.


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