2014, 2015, 2016, 2017, 2018, 2019, 2020
Fisher Investments was recognised on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognise the industry’s elite investment adviser firms in the United States.
The FT invites investment advisers who meet certain minimum criteria to apply for consideration. Applicants are then graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. There are no fees or other considerations required to apply for the FT 300.
Fisher Investments CEO Damian Ornani commented, “We are honoured to be included on the elite FT Top 300 list for the seventh year in a row. This recognition reflects our commitment to providing our clients with unparalleled service, continuous education, and always putting their interests first.”
The Financial Times Top 300 Registered Investment Advisers list is an independent recognition produced by the Financial Times (June 2014, June 2015, June 2016, June 2017, June 2018, June 2019 and June 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.