The Fisher organisation’s flexible investment approach, global experience, competitive fee structure and commitment to offer unparalleled service are some of the features that set it apart from banks. But don’t just take it from us. Find out why Fisher has been recognised as a top financial adviser by numerous industry publications and organisations:
Financial Times
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.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.
InvestmentNews
As of July 2021, 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.
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 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of July 2021. 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: RIA Data Center - InvestmentNews . Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: RIA Data Center - InvestmentNews.
Better Business Bureau
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The rating is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.
The Better Business Bureau (BBB) strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behaviour, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. The BBB accreditation standards include a commitment to the following principles: building trust, advertising honestly, honesty, transparency, honouring promises, safeguarding privacy and integrity. Neither Fisher Investments nor its affiliates pay to be considered and selected for this rating. For more information, please visit: https://www.bbb.org/us/ca/woodside/profile/investment-advisory-services/fisher-investments-1116-42731 and https://www.bbb.org/overview-of-bbb-ratings.
Pensions & Investments
In May 2021, Fisher Investments was ranked #133 on the Pensions & Investments list of the World’s 500 largest money managers.
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 ranks money managers based on total worldwide institutional assets under management as of 31/12/2020. To participate in this survey, participants must submit an online questionnaire. Neither Fisher Investments nor its affiliates pay to apply for or be considered for this award. For more information, please visit: https://www.pionline.com/managers2021.
investor.com
Fisher Investments is recognised as a Trusted Investment Firm by investor.com, a consumer advocacy website that helps investors conduct due diligence when hiring a financial professional.
investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm/Financial Professional and/or from collected publicly-available data from the SEC and FINRA; participation of a Registered Investment Advisory Firm/Financial Professional in investor.com’s review, including any Claimed Profile Program Fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s/Financial Professional’s future performance. See investor.com for additional disclosures, including “investor.com Trust Algorithm.”
To be awarded certification as a “Trusted Investment Firm”, investor.com utilises its Trust algorithm to sift through publicly-available data collected from the SEC and FINRA on topics such as conflicts of interest, established history, assets under management, disciplinary history and more. To view the criteria used in the Trust algorithm, please visit the following link: investor.com. To be considered for this certification, Fisher Investments and other participants have to pay a participation fee, which covers the costs of the assessment and operations fees that correspond with the certification being displayed on investor.com’s website. For more information, please visit investor.com and https://investor.com/rias/fisher-investments-107342.
DiversityQ
In 2021, DiversityQ named Fisher Investments as “Employer of the Year” at its third annual Women in Asset Management USA Awards. DiversityQ advocates and promotes diversity and inclusion in the workplace to create corporate cultures where everyone is heard and respected. The Women in Asset Management USA’s “Employer of the Year” award recognises firms demonstrating a great effort to recruit and retain a diverse workforce.
To determine the “Employer of the Year” award, a panel of independent judges examined US-based firms on multiple factors, including professional training and advancement opportunities, programmes to increase employees' well-being, and efforts to create a more diverse and inclusive work environment. For more information, please visit WIAM Awards | Bonhill PLC and US Nomination Guidelines - Women in Asset Management.
Neither Fisher Investments nor its affiliates pay to be considered for this award.
Portland Business Journal
In September 2021, Fisher Investments was named one of the largest employers in the Portland, Oregon metro area. For their list, the Portland Business Journal ranked employers in Oregon’s Clackamas, Multnomah and Washington counties and Washington’s Clark county.
Information was obtained from firm representatives through questionnaires, the Oregon Employment Department and the Washington Employment Security Department, and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by employment in Clackamas, Multnomah and Washington Counties in Oregon and Clark County in Washington.
Portland Business Journal
In July 2019, Fisher Investments was named one of the largest money management firms in Oregon and Southwest Washington. For their list, the Portland Business Journal ranked employers in Oregon and Washington’s Clark County.
Information was obtained from firm representatives through questionnaires and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by assets under management as of May 31, 2019.
Forbes
Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2016, making him the longest continually running columnist in the magazine’s 90+ year history.
The New York Times
Ken is the author of 11 books, including 4 New York Times best sellers: The Only Three Questions That Count (2006), The Ten Roads to Riches (2008), How to Smell a Rat (2009) and Debunkery (2010).
American Association of Individual Investors
For the AAII Journal's 40th anniversary, Ken‘s article “Price-Sales Ratios: A New Tool for Measuring Stock Popularity” was selected as one of 40 influential investment education articles from the publication’s past. These from-the-vault, hand-curated articles are of value because each one imparts a timeless investment process or lesson.
The Journal of Portfolio Management
Ken received the prestigious Bernstein Fabozzi/Jacobs Levy Award for “outstanding article” in Fall 2000. His article was considered amongst all articles published in four issues of the journal from Fall 2000 to Summer 2001 and awarded based on votes by a selected panel.
Great Place to Work
Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work® for the fourth year in a row, a recognised global authority on workplace culture and producer of important reviews.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed more than 2,100 Fisher Investments 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 Fisher Investments. For more information, please visit: Fisher Investments and Our Metholodolgy.
ATD
Fisher Investments has been honoured with a 2021 BEST Award from the Association for Talent Development (ATD). ATD is the world’s largest talent development association, spanning all industries and sectors worldwide.
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 participation and administrative fee to be considered for this award. For more information, please visit BEST Award Winners.
Top Workplaces
Fisher Investments was named to the 2022 Top Workplaces USA list for the second consecutive year. Leading employer research firm Energage, LLC manages the Top Workplaces USA programme, which is based entirely on anonymous employee survey feedback. The award spotlights organisations that have strong connections with their employees and a culture of success.
Fisher Investments earned Top Workplaces USA recognition based on feedback from the firm’s thousands of US-based employees. Energage, LLC analyses anonymous employee feedback gathered through a survey of 15 areas measuring an organisation’s workplace culture and success. Scoring well indicates a healthy and productive culture, highly engaged employees and superior business results. To participate, companies must have at least 150 employees and achieve a survey response rate of 35% or higher. Those with the highest overall average scores (in comparison to like-sized companies) qualify as Top Workplaces.
Top Workplaces
Fisher Investments has been honoured with two new Top Workplace awards for 2021: Top Workplaces USA and Top Workplaces Financial Services. This is the first year these national awards have been offered.
Both awards were earned based on feedback from a regional survey many of the firm’s Washington-, California- and Texas-based employees took in February 2020. The workplace survey measures 15 culture drivers organised into four themes. Scoring well indicates a healthy organisation, more-engaged employees and better business results. Companies with the highest overall scores, compared to like-sized companies in their region, qualified as Top Workplaces.
Training magazine
Training magazine awarded Fisher Investments with the prestigious Training APEX Award (formerly T100 & T125) for 2022. Training is the leading business publication for employee learning and development. This was the fourth consecutive year Training recognised Fisher Investments as a top employee-training provider.
The Training APEX awards are determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programmes, how closely such development efforts are linked to business goals and objectives, and their effectiveness in terms of business impact. Companies that wish to be considered for APEX awards complete a detailed application, which is scored both quantitatively by an outside research and statistical data company and qualitatively by Training magazine editors and Top 10 Hall of Fame representatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit:Training magazine Announces Its 2022 Training APEX Awards Winners.
The Oregonian
Fisher Investments was named to The Oregonian’s 2022 list of Top Workplaces in Oregon and SW Washington, marking the sixth consecutive year earning the honour. Fisher Investments was selected to the list based on anonymous employee feedback from the firm’s Camas, Washington-based employees.
The award was based on employee ratings of statements regarding company benefits in the 2022 Top Workplaces survey.
Since 2011, The Oregonian/OregonLive and Energage, a Philadelphia-based employee research and consulting firm, have partnered to determine the Top Workplaces in Oregon and southwest Washington based solely on employee survey feedback. Fisher Investments did not pay a fee to participate in this award. For more information, please visit: https://www.oregonlive.com/topworkplaces/2022/09/134-great-places-to-work-in-oregon-and-sw-washington-top-workplaces-2022.html.
Dallas Morning News
Fisher Investments was recognised on a list of the 2022 Top 100 Places to Work in the Dallas-Fort Worth, Texas area by The Dallas Morning News. Fisher Investments also received special honours for "Best Benefits." The Dallas Morning News and Energage, an employee research firm, evaluate anonymous employee survey feedback from regional employers to create the list. The list spotlights organisations that promote a healthy workplace culture.
This ranking is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organisation. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces. Top Workplaces Methodology - Top Workplaces. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://topworkplaces.com/company/fisher-investments/.
Top Workplaces
For the second year in a row, Fisher Investments was named one of the Top Workplaces in the Dallas-Fort Worth area by Top Workplaces. The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.
The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers. Candidates for this award can be nominated by anyone. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: Fisher Investments Profile.
Talent Board
In 2020, Talent Board—the first non-profit research organisation focused on promoting quality candidate experiences—announced their 2020 Global Candidate Experience Award (CandE) recipients. Fisher Investments was ranked 24th in North America out of 55 award winners.
Talent Board, a non-profit organisation focused on the promotion and benchmark research of a quality candidate experience, conducts a comprehensive evaluation and data analysis that consists of an employer survey and a targeted candidate survey. Fisher Investments paid a nominal fee to participate in the programme. For more information, please visit: The CandE Winners - Talent Board.
ADVFN
Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments, announced today that it has won the 2019 ADVFN International Financial Award for Wealth Manager of the Year, the fourth time it has received the honour. The ADVFN International Financial Awards, established in 2015, recognise and celebrate the best financial products and services from across the industry, both nationally and internationally.
A panel of judges selected the winners, which include investment advisers, brokerage firms, notable journalists and trading platforms from around the globe.
The Advanced Financial Network (ADVFN) International Financial Awards, established in 2015, recognise and celebrate the best financial products and services from across the industry, both nationally and internationally. ADVFN is based in the UK and is a leading private investor website offering stock prices, charts and tools for all major world markets, indexes, forex pairs, futures, options, ETFs and covered warrants. The ADVFN “Wealth Manager of the Year” award is determined by a panel of judges, which selects winners from a pool of investment advisers, brokerage firms, notable journalists and trading platforms from around the globe. For more information, please visit: ADVFN Awards 2015 , ADVFN Awards 2016, ADVFN Awards 2017 , and ADVFN 2019 International Financial Awards.
Great Place to Work®
For the third year in a row, Fisher Investments UK was Certified™ by Great Place to Work®. Great Place to Work® is an independent, global authority on workplace culture and employee experience. Fisher Investments UK was also recently recognised as one of the 2021 Best Workplaces™ for Women and 2021 UK Best Workplaces™ by Great Place to Work®.
To be considered for this certification, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Fisher Investments UK pays a fee which covers administration costs and results analysis.
Great Place to Work ®
Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.
To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay 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: Fisher Investments UK Great Place to Work UK | The global authority on workplace culture.
Great Place to Work® UK
Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. This marks the second consecutive year that Fisher Investments UK has received this honour. The award recognises companies who are committed to building a better future for women in the workplace.
Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyse employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.
Great Place to Work® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® UK anonymously surveyed many Fisher Investments UK 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 Fisher Investments UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.
Great Place to Work® UK
In February 2022, Great Place to Work® UK recognised Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK was among the first organisations recognised in the UK’s Best Workplace™ for Wellbeing large company category rankings.
Great Place to Work® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfilment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK in 2021 to be eligible, and are evaluated according to their size.
Great Place to Work® UK is an independent authority on workplace culture and employee experience. Fisher Investments and its affiliates pay 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 on Great Place to Work®, please visit: "www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
Great Place to Work
For the third time, Grüner Fisher Investments (GFI) was certified as a "Great Place to Work". This recognition not only honours us as a top organisation in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publicly supports our reputation as an outstanding employer, which cultivates a friendly and engaging work environment where everyone is made to feel welcome.
Globally, Great Place to Works’ Best Workplace™ survey is the largest survey of workplace cultures and people practices. The methodology that creates its Best Workplaces™ rankings is one of the most rigorous and highly sought after – and regarded as the ‘gold standard’ of employer awards. The methodology assesses the employee experience (through the Trust Index© employee survey) and the HR and leadership practices that create the organisation's workplace culture (through the Culture Audit©). The Trust Index© survey accounts for 3/4 of the final results. The Culture Audit© accounts for 1/4 of the final results. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.de/workplace/item/3192/Gr%C3%BCner+Fisher+Investments+GmbH
Capital Magazine
Grüner Fisher Investments (GFI) was one of five asset managers to perform best in all categories and receive a top five star rating. In particular, GFI earned five stars for its conservative portfolios and its opportunistic portfolios.
Capital magazine joined with the Institute for Asset Development (IVA) of Munich to analyse 13,430 anonymised portfolio data points—provided by the leading custodians V-Bank and DAB BNP Paribas—from 47 asset managers to assess portfolio structure, product implementation, risk management and cost efficiency. Neither Fisher Investments nor its affiliates paid to be considered for this award. For more information, please visit Das sind die besten Vermögensverwalter - Capital.de.
Focus-Business Magazine
In 2020, Grüner Fisher Investments was named “Top Mittelstand* Employer” by Focus-Business magazine in a survey based on data from Kununu, an employer ratings platform. “We are very proud of our fourth-place finish in the “Finance” sector. A total of 4,000 companies were recognised” said a firm representative.
More than 950,000 companies and more than four million employee reviews were analysed on Kununu, an internet platform. The survey rated the top German Mittelstand employers in Germany. Neither Fisher Investments nor its affiliates paid to be considered for this award. For more information, please visit https://www.kununu.com/de/gruener-fisher-investments.
Financial Times
In 2020, Fisher Investments 401(k) Solutions was recognised by Financial Times as one of its 401 Top Retirement Advisers for the fourth year in a row.
Advisers were selected based on criteria including 401(k) assets under management, specialisation in the 401(k) business, growth rate and plan participation rate.
*As of 30/06/2023
National Association of Plan Advisors (NAPA)
From 2017 through 2019, Fisher Investments 401(k) Solutions was named to the National Association of Plan Advisors’ prestigious “Top Defined Contribution Advisors Firms.” Advisors were selected based on criteria about their practices.
The National Association of Plan Advisors (NAPA), an affiliate organisation of the American Retirement Association, was created by and for retirement plan advisors. NAPA members benefit from access to the association’s advocacy, information and education resources, as well as preferential rates and access to NAPA events, discounts on education offerings, and the opportunity to be recognised in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognising advisors selected based on criteria including information about their practices, notably advised defined contribution assets. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information about this award, please visit: Announcing: The 2019 NAPA Top DC Advisor Teams and NAPA Names Nation’s Top DC Advisor Teams.
Institutional Investor
In 2018, Fisher Investments was ranked #84 in the 2018 II 300 – Institutional Investor’s annual ranking of the 300 largest U.S.-based asset managers.
This list is based on total global assets under management, as of December 31, 2017.
Swiss Sustainable Funds Award
Fisher Investments was recognised by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
This award recognises the top performing US equity strategies most committed to socially responsible investment practices. The Swiss Sustainable Funds Awards winners are selected by an independent committee, which evaluates funds and asset managers on qualitative and quantitative factors, including investment process, sustainability objectives, management team quality and performance history.
CDP
Fisher Investments was recognised by CDP, the leading global organisation measuring the environmental effects of companies, investment funds, cities, regions, and countries. CDP awarded Fisher Investments' Emerging Markets ex-Fossil Fuels Equity product with a 2021 Climetrics Award.
The annual Climetrics Fund Awards recognise the top five Global, European, US, and Emerging Markets equity products for environmental performance. Award winners are selected from a universe of approximately 20,000 products based on their underlying "Climetrics" scores. Climetrics scores are based on a product's portfolio holdings, investment policy and governance of environmental issues. FI did not pay a fee to participate in the award.
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.
