Fisher Investments® Reviews and Awards - September 2026


Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know who to trust? If you’re in the process of reviewing your options, including Fisher Investments, we put this page together to help you with your due diligence process.



Evaluating Money Managers

Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments recommends asking the following questions as part of your review:

  • How can I trust my money manager is putting my needs first?
  • How does my money manager allocate my assets to meet my unique financial goals?
  • Will I have a dedicated point of contact who knows me and my financial situation?
  • Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
Two people having a discussion around a desk with a tablet

You may also want to:

  • Review any filings or disclosures on the company you are considering from regulatory agencies (such as ASIC).
  • Consider third-party industry awards and recognition from reliable sources, such as MoneyAge, Pensions & Investments or others.

What Clients Say About Fisher Asset Management, LLC (“FAM”) and Its Affiliates

Over 210,000 clients* globally have done their due diligence and entrusted FAM and its affiliates with their investments. Here’s what some of these clients have to say about their experience:



  • “I couldn't ask for more and you do a great job of keeping me up to date and explaining why things are as they are. I also appreciate your forward thought and the way you communicate these.”

    Marcello M. (Client in Australia since 2022)



    “They have my best interest at heart and keep me fully informed on all elements of our relationship.”

    Stephen P. (Client in UK since 2016)



    “I am very satisfied with Fisher! Our Investment Counsellor and his team are always nice and professional.”

    Karin S. (Client in Sweden since 2017)

Testimonials are verified and selected from current satisfied clients of Fisher Investments or its affiliates who have generally provided feedback by responding to a general feedback survey, have not been compensated for such feedback, and have met certain other criteria, including providing consent, and are not based on account performance. Testimonials reflect the personal views and experiences at the time given and individual client experiences may vary. Testimonials may be edited for clarity, length and to remove confidential information. Testimonials are reviewed regularly and remain published until they no longer meet the necessary criteria, including if consent is withdrawn. Services may differ by entity. Please see our Disclosures page for more information.
*As of 30/06/2026. Includes FAM and its affiliates.



Things to Know As You Review Fisher Investments

We do things differently from other investment firms—not just to be different, but because it matters for our clients. Our firm structure was designed to minimise conflicts of interest. We have a strong division of labour between sales and service roles, allowing employees in each role to focus on their strengths. At Fisher, our client service focuses entirely on providing superior service, not additional sales. And we're continually looking for ways to improve so that we can keep putting clients first.

We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.

Don’t just take our word for it. FAM and its affiliates have received numerous awards, including Fisher Investments, which is certified as a Great Place to Work®.

  • Great Place to Work – Certified ™ - Australia

    Great Place To Work®

    Fisher Investments Australia (“FIA”) has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews. Great Place to Work® anonymously surveyed FIA employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for FIA.

    Disclosure: Great Place to Work® certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Fisher Asset Management pays a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organizations and Our Methodology.

  • Wealth & Asset Management Awards – Equities Manager of the Year

    MoneyAge

    MoneyAge recognised Fisher Investments as their "Equities Manager of the Year" at the seventh annual Wealth & Asset Management Awards.

    Disclosure: Fisher Investments Europe refers to Fisher Investments Europe Limited. MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments Europe pays a fee for promotion and logo distribution rights. For more information, please visit: Wealth and Asset Management Awards.

  • One of the Largest Money Managers

    Pensions & Investments

    Fisher Investments was included on Pensions & Investments’ list of the world’s 500 largest money managers—which is based on total worldwide institutional assets under management.

    Disclosure: Fisher Investments refers to Fisher Asset Management, LLC. Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranked money managers based on total worldwide institutional assets under management as of 12/31/2025. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.pionline.com/data-rankings/largest-money-managers/pi-largest-money-managers-2026-full-list/.

  • ATD BEST Award

    ATD

    Fisher Investments was recognised by the Association for Talent Development (ATD) as a BEST Award winner. ATD, the world’s largest professional talent development association, represents private and public organisations and executives in over 120 countries across every industry.

    Disclosure: Fisher Investments refers to Fisher Asset Management, LLC. The BEST Awards recognise organisations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organisations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organisation's culture, Learning links to individual and organisational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a fee to participate in the ATD Best Awards program, which covers the cost to apply and the application analysis. For more information, please visit https://www.td.org/best-award-winners.

  • Best Equity Manager

    AsianInvestor

    Fisher Investments was named AsianInvestor's Marquee Award Winner for "Best Equity Manager," a prestigious acknowledgement highlighting the firm’s excellence in equity management. This honour underscores Fisher Investments' commitment to innovation, strategic leadership, and consistently delivering outstanding results for clients in the dynamic Asia asset management industry. The award also reflects the firm’s ability to anticipate client needs and adapt to evolving market conditions.

    Disclosure: Fisher Investments refers to Fisher Asset Management, LLC. A panel of judges and AsianInvestor’s editorial team evaluated nominated firms based on business growth, client acquisition & retention, and innovations/market best practises. Fisher Investments pays a fee for promotion and logo distribution rights. For more, please see https://haymarketawards.com/en/challenges/asianinvestor-asset-management-awards-2026 and https://www.asianinvestor.net/article/asset-management-awards-2026-marquee-winners/507373.

As of 30/06/2026, over 210,000 clients globally have done their due diligence on FAM and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.

Understanding Online Reviews

Fisher Investments knows that researching other people’s experience with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, we’d caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious “review sites” with hidden conflicts of interest.

Here’s a list of useful tips to consider when you’re trying to sort out the facts from the noise in online reviews:

  • Does the review seem like it is from a real person with actual first-hand experience?
  • Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Can anyone leave a review for any reason?
  • Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
  • Is the review overwhelmingly biased towards one view?

Competitor Reviews

In today’s online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a “review” of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation or—at its best—is based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.

A Holistic Approach

Fisher Investments recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.

Fisher Investments believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments recommends thinking critically and holistically about the process so you’re set up for success.

How We're Different

Fisher Investments is part of the global Fisher group of companies, which has been providing client-focused money management for over 45 years. This includes FAM and its affiliated businesses. Throughout its history, FAM has worked in clients’ interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalised approach and commitment to serving clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.

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Learn why 210,000 clients* trust FAM and its affiliates to manage their money and how we may be able to help you achieve your financial goals.

*As of 30/06/2026.

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