Insights

RIA Recognition SJS Investment Services was recognized in Financial Advisor's 2026 Registered Investment Advisor (RIA) Ranking, signaling credibility and a potential gateway for consultative selling to institutions and ultra-high-net-worth segments seeking reputable fiduciary partners.

Assets Under Management With approximately $3.2 billion in assets under management, there is a sizable existing client base and cross-sell potential for expanded advisory services, wealth planning, and institutional-grade investment solutions.

Strategic Hiring Recent hires in client services, COO, and executive support indicate investment in service delivery and operations. This suggests opportunities to market enhanced client experience offerings, technology-enabled advisory platforms, and scalable service models.

Tech and Marketing Active use of Google Ads, LinkedIn Ads, Squarespace, WordPress and other modern tools shows readiness for data-driven marketing partnerships, digital onboarding, and lead-generation programs focused on growing asset inflows.

Industry Position CEO recognition in Best-In-State Wealth Advisors and alignment with major industry peers imply a competitive positioning ripe for partnerships in investment education, credentialing programs, or co-branded advisor development initiatives to attract more clients.

Similar companies to SJS Investment Services

SJS Investment Services Tech Stack

SJS Investment Services uses 8 technology products and services including Google Ads, LinkedIn Ads, Open Graph, and more. Explore SJS Investment Services's tech stack below.

Media & News

SJS Investment Services's Email Address Formats

SJS Investment Services uses at least 1 email format:
SJS Investment Services Email FormatsExamplePercentage
FLast@sjsinvest.comJDoe@sjsinvest.com
100%

Frequently Asked Questions

What is SJS Investment Services's phone number?

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You can contact SJS Investment Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SJS Investment Services's official website and social media links?

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SJS Investment Services's official website is sjsinvest.com and has social profiles on LinkedIn.

How much revenue does SJS Investment Services generate?

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As of September 2026, SJS Investment Services's annual revenue is estimated to be $25M - $50M.

What is SJS Investment Services's NAICS code?

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SJS Investment Services's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SJS Investment Services have currently?

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As of September 2026, SJS Investment Services has approximately 29 employees across 3 continents, including North America, Asia and Oceania. Key team members include Chief Compliance Officer: B. L., Executive Assistant: M. S. and Dux: M. D. Explore SJS Investment Services's employee directory with LeadIQ.

What industry does SJS Investment Services belong to?

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SJS Investment Services operates in the Investment Management industry.

What technology does SJS Investment Services use?

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SJS Investment Services's tech stack includes Google Ads, LinkedIn Ads, Open Graph, Squarespace, WordPress, Squarespace Commerce, Microsoft 365 and Vimeo.

What is SJS Investment Services's email format?

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SJS Investment Services's email format typically follows the pattern of FLast@sjsinvest.com. Find more SJS Investment Services email formats with LeadIQ.

When was SJS Investment Services founded?

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SJS Investment Services was founded in 1995.
SJS Investment Services logo

SJS Investment Services

Investment ManagementOhio, United States11-50 Employees

SJS Investment Services is a U.S.-based investment management firm that provides advisory services and asset management for individuals, families, organizations, and communities. Founded in 1995 and headquartered in Sylvania, Ohio, the firm pursues a time-tested investment philosophy that draws on Nobel laureate research and the experience of practitioners, applying scholarly insights to real-world decisions. It offers MarketPlus Investing as a way to deliver large‑scale investment experience to its clients while prioritizing attentive, client‑centered service.

Operating in the investment-management industry, it serves a diverse client base and manages assets on their behalf. The firm has earned recognition from industry outlets, including appearances on CNBC's Financial Advisor 100 and inclusion in Forbes/SHOOK Research's Top RIAs, which reflect its standing within the sector.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    SJS Investment Services's revenue is estimated to be in the range of $25M - $50M

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