SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“This recognition by CNBC is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 26 years,” says SJS Founder & CEO Scott Savage.
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2021 FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ database of registered investment advisors. This analysis started with an initial list of 38,302 RIA firms. Through a process, the list was eventually cut to 749 RIAs, with those firms meeting CNBC’s proprietary criteria. (All the data collected from the RIAs was information culled from the firm’s filings with the Securities and Exchange Commission.) CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details, which SJS Investment Services responded to. AccuPoint again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included the advisor’s compliance record, number of years in the business, 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. There is no fee to apply or to secure placement within the ranking.[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 2021”. CNBC.com Staff, 06-Oct-2021, cnbc.com.
[2] “Here’s how we determine the FA 100 ranking for 2021“. Jim Pavia, 06-Oct-2021, 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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