On June 6, 2016, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management. As of the publication date, the firm and its affiliates managed over $65 billion in assets—over $33 billion for North American private investors, over $28 billion for institutional investors and over $3 billion for European private investors.
Fisher Investments maintains four principal business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group. Collectively, they serve over 35,000 private clients and 175 institutional clients globally.* The firm and its affiliates conduct business in the United States, Canada, the United Kingdom, the Netherlands, Sweden, Denmark, Norway, Belgium, Spain, Italy, France, Japan, Australia and the Dubai International Financial Centre.
* As of March 31, 2017
InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its RIA List, the publication qualified 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria.
To access the full list and criteria for consideration, please visit the following link: http://data.investmentnews.com/ria/