SJS Investment Services has been recognized in Financial Advisor Magazine’s 2022 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 27 years,” says SJS Founder & CEO Scott Savage.
Financial Advisor (FA) Magazine’s 2022 RIA Survey & Ranking is a ranking based on assets under management as of 31-Dec-2021. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. FA Magazine verifies AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Corporate RIA firms and Investment Advisor Representatives (IARs) are not eligible. There is no fee to apply or to secure placement within the ranking. 534 RIA firms are included in the 2022 ranking. FA Magazine does not track the number of firms that applied but failed to meet the required criteria. Additional disclosure information regarding the 2022 RIA Survey & Ranking can be found on the Financial Advisor Magazine 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’s RIA Survey & Ranking 2022”. Financial Advisor Magazine, July 2022, fa-mag.com.
[2] “Goodbye To All That”. Eric Rasmussen, 15-Jul-2022, fa-mag.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
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