Awards & Recognition for
Ken Fisher, Fisher Investments
and its Affiliates

We believe our flexible investment approach, global expertise, competitive fee structure, and commitment to offer unparalleled client service are some of the features that set Fisher Investments apart. But don’t just take it from us. Find out why we’ve been recognized as a top financial adviser by several industry publications.

Fisher Investments

A Top 300 Registered Investment Adviser

Financial Times

Fisher Investments was recognized 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 recognize 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

A Top 10 US-Based RIA

InvestmentNews

As of May 1, 2020, 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 2,491 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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: https://data.investmentnews.com/ria/. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://data.investmentnews.com/ria/.

Rating A-

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 accreditation is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.

One of the Largest Money Managers

Pensions & Investments

In May 2021, Fisher Investments was ranked #133 on the Pensions and 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 12/31/2020. 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

A Trusted Investment Firm

investor.com

In June 2021, Fisher Investments was recognized by investor.com as a Trusted Investment Firm. investor.com is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. investor.com has analyzed data on nearly 700,000 investment advisers using data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

To be awarded certification as a “Trusted Investment Firm”, investor.com utilizes 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: https://investor.com/trust-algorithm. 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. Paying the participation fee in no way influences or biases investor.com’s ratings. investor.com ratings are not indicative of, nor guarantee, an firm’s/advisor’s future performance. For more information, please visit investor.com and https://investor.com/rias/fisher-investments-107342.  

Ken Fisher

Longest Continuous Running Forbes Columnist

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.

New York Times Bestseller

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).

AAII Top 40

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.

Bernstien Fabozzi/Jacobs Levy Award

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.

Workplace Culture

Women in Asset Management USA “Employer of the Year”

DiversityQ

In 2021, DiversityQ named Fisher Investments as “Employer of the Year” at its third annual Women in Asset Management USA Awards. DiversityQ advoctes and promotes diversty 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 recognizes firms demonstrating a great effort to recruit and retain a diverse workforce.

Great Place to Work – Certified ™

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 recognized 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 recognized 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: https://www.greatplacetowork.com/certified-company/1338751 and https://www.greatplacetowork.com/our-methodology.

ATD BEST Award

Association for Talent Development

Fisher Investments has been honored 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 recognize organizations 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 organizations 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 organization's culture, Learning links to individual and organizational 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 https://www.td.org/best-award-winners.

Top Workplaces USA 2021

Top Workplaces

Fisher Investments has been honored 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 organized into four themes. Scoring well indicates a healthy organization, 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.

Top Workplaces Financial Services 2021

Top Workplaces

Fisher Investments has been honored 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 organized into four themes. Scoring well indicates a healthy organization, 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 Top 100

Training magazine

In 2021, Training magazine—the leading business publication for Learning and Development professionals—included Fisher Investments as an award winner in its Training Top 100 list, formerly its Training Top 125 list. The Training Top 100 list ranks companies’ excellence in employer-sponsored training and development programs. Fisher Investments was ranked 53rd in 2021.

The Top 100 ranking is determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, 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 Top 100 ranking 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: https://trainingmag.com/training-magazine-announces-2021-training-top-100-winners/.

Training Top 125

Training magazine

In 2020 and for the second year in a row, Training magazine—the leading business publication for Learning and Development professionals—included Fisher Investments as an award winner in its Training Top 125 list. The Training Top 125 list ranks companies’ excellence in employer-sponsored training and development programs. Fisher Investments was ranked 107th in 2019 and 66th in 2020.

The Top 125 ranking is determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, 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 Top 125 ranking complete a detailed application, which is scored both quantitatively (73 points) by an outside research and statistical data company and qualitatively (52 points) 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: https://trainingmag.com/training-magazine-announces-2020-training-top-125-winners/.

Top Workplaces 2021: Best in Category

The Oregonian

Fisher Investments made The Oregonian’s 2021 list of Top Workplaces in Oregon and SW Washington, marking Fisher Investments’ fifth consecutive year earning the honor.

Top 100 Places to Work

Dallas Morning News

Fisher Investments was named one of the 2018 Top 100 Places to Work in the Dallas-Fort Worth area by the Dallas Morning News.

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 Dallas Morning News works with Energage, a Philadelphia-based employee research and consulting firm, to determine the Top Workplaces in the Dallas-Fort Worth area based solely on employee survey feedback. Candidates for this award can be nominated by anyone. For more information, please visit: https://projects.dallasnews.com/top100/2018/detail/Midsize/21/ and https://projects.dallasnews.com/top100/2018/.

A Top Workplace in the Dallas/Fort Worth Metro Area

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: https://topworkplaces.com/company/fisher-investments/.

Top 20 Best Workplaces in Texas

Great Places to Work and Fortune Magazine

Fisher Investments has been named the 20th Best Workplace in Texas for 2019, by Great Place to Work (GPTW) and Fortune magazine.

GPTW analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard.

Great Place to Work® analyzed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard. For more information, please visit: https://www.greatplacetowork.com/best-workplaces/texas/2019.

Candidate Experience (CandE) Award Winner

Talent Board

In 2020, Talent Board—the first non-profit research organization 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 organization 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 program. For more information, please visit: https://www.thetalentboard.org/cande-awards/the-cande-winners/.

Fisher Investments Europe

Wealth Manager of the Year

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 honor. The ADVFN International Financial Awards, established in 2015, recognize 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, recognize 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: http://uk.advfn.com/awards_2015, http://uk.advfn.com/awards_2016, http://uk.advfn.com/awards_2017, and http://uk.advfn.com/awards_2019.

Great Place to Work – Certified ™

Great Place to Work®

In 2021, Fisher Investments UK was officially certified as a Great Place to Work®.

To be considered for this certification, Great Place to Work® analyzed anonymous survey feedback from Fisher Investments UK employees in 2020. Employees responded to more than 60 survey questions describing the extent to which their organization creates a great work environment. 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: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.

UK Best Workplaces

Great Place to Work ®

Fisher Investments UK was named among the UK's Best Workplaces™ for 2021 by Great Place to Work®, the global authority on workplace culture. The firm ranked 50th  in the Large Companies category across all industries. Fisher Investments UK was also officially certified as a Great Place to Work®.

To determine the 2021 Best Workplaces™ in the UK, Great Place to Work® analyzed 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: https://fisherinvestments.com/en-us/about/fisher-difference/awards/great-place-to-work-uk.

2021 UK’s Best Workplaces™ for Women

Great Place to Work® UK

Fisher Investments UK was recognized on the 2021 UK’s Best Workplaces™ for Women list by Great Place to Work® UK. Great Place to Work®, the global authority on workplace culture, anonymously surveys organizations’ employees to identify how the organization fosters a positive work environment for employees. Based on survey results, Fisher Investments UK was recognized as one of the 2021 UK Best Workplaces™ for Women in the Large Companies category.

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 analyze employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.

Great Place to Work® is a recognized 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.

Grüner Fisher Investments

Great Place to Work – Certified ™

Great Place to Work®

For the second time, Grüner Fisher Investments was certified as a "Great Place to Work". 83% of employees rated GFI as a great place to work. This recognition not only honors us as a top organization in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publically 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 organization’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.

A Top Asset Manager

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 analyze 13,430 anonymized 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 https://www.capital.de/geld-versicherungen/das-sind-die-besten-vermoegensverwalter.

A Top Mittelstand Employer

Focus-Business magazine

In 2020, Grüner Fisher Investments has been 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 recognized” said a firm representative.

More than 950,000 companies and more than four million employee reviews were analyzed 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.

Fisher Investments-401(k) Solutions

A 2020 Top Retirement Adviser

Financial Times

In 2020, Fisher Investments 401(k) Solutions was recognized 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, specialization in the 401(k) business, growth rate and plan participation rate.

*As of 09/30/21

A Top Defined Contribution Advisor Firm

National Association of Plan Advisors

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 organization 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 recognized in widely regarded industry accolades. Each year, NAPA publishes a list of top retirement plan advisors and defined contribution practices—recognizing 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:  https://www.napa-net.org/news-info/daily-news/announcing-2019-napa-top-dc-advisor-teams and https://www.usaretirement.org/napa-2019-top-dc-advisor-teams.

Fisher Investments-Institutional

#84 Largest U.S.-Based Asset Managers

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 – “US Equities” Category

Swiss Sustainable Funds Award

Fisher Investments was recognized by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.

This award recognizes 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.

Climetrics Fund Award

CDP

Fisher Investments was recognized by CDP, the leading global organization 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 recognize 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.