A Top Adviser

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.

Fisher Investments’ CEO Damian Ornani commented, “We are proud to have been recognised again by the Financial Times as a leading investment adviser. Our focus has always been putting our more than 140,000* clients’ interests first and helping them meet their financial goals. The FT 300 award is a special testament to how we serve our clients, structure our business and approach investment  and retirement planning.” 

As of 30/09/2023. Includes Fisher Investments and its subsidiaries.

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.

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.

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.

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.