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 Rating

Better Business Bureau

The Better Business Bureau seeks to be the leader in advancing marketplace trust. Fisher Investments is proud to note it has an A rating with the Better Business Bureau.

The rating is based on information including 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 behavior, 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, honoring promises, safeguarding privacy and integrity. For more information, please visit: https://www.bbb.org/us/wa/camas/profile/investment-advisory-services/fisher-investments-1296-22206706 and https://www.bbb.org/council/overview-of-bbb-grade/.

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.

Top Workplaces 2020: Best in Category

The Oregonian

Fisher Investments made The Oregonian’s 2020 list of Top Workplaces in Oregon and SW Washington, marking Fisher Investments’ fourth consecutive year earning the honor.

The award was based on employee ratings of statements regarding company benefits in the 2020 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. For more information, please visit: https://www.oregonlive.com/topworkplaces/2020/09/8-large-oregon-and-sw-washington-employers-honored-as-top-workplaces-in-2020.html.

Certified Great Place to Work

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 nominal administrative fee to be considered and selected for this award. For more information, please visit https://www.td.org/best-award-winners.

Financial Times Recognizes Fisher Investments as a Top Adviser for Seventh Consecutive Year

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

One of World's Largest Money Managers

Pensions & Investments

In June 2020, Fisher Investments was ranked #141 on the Pensions and Investments list of the World’s 500 largest money managers. The survey ranks money managers based on total worldwide institutional assets under management as of December 31, 2019.

The survey ranks money managers based on total worldwide institutional assets under management as of 12/31/19.

A Trusted Investment Firm

investor.com

Fisher Investments is recognized 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 ratings, including Trusted badges, are based upon publicly-available data collected from the SEC and FINRA; participation in investor.com’s Verified Profile Program 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. See investor.com for additional disclosures, including how the trust algorithm works.

Training Top 125

Training Magazine

Fisher Investments was ranked #66 on the 2020 Training Top 125 Organizations by Training Magazine.

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 nominal application processing fee to be considered and selected for this award.

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.

A Top 10 US-Based Fee Only Registered Investment Adviser

InvestmentNews

InvestmentNews recognized Fisher Investments as one of the country’s Top 10 fee-only RIAs in 2016, 2017, 2018, 2019 and 2020.

InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its Registered Investment Adviser List, the publication qualifies several thousand firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: http://data.investmentnews.com/ria/.

#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.

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/.

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.

Fisher Investments Luxembourg

Certified Great Place to Work

Great Place to Work

Fisher Investments Luxembourg, a subsidiary of Fisher Investments, has been certified as a great workplace for 2021 by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture. This is the first year the certification program was offered in Luxembourg.

Great Place to Work® selects winners of the Best Workplaces lists based on employees' responses to their Trust IndexTM Survey, taken as part of Great Place to Work® Certification and a completed culture audit, outlining their employee programs. 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. Great Place to Work® anonymously surveyed 36 Fisher Investments Luxembourg 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 Luxembourg. 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. Recognition is awarded based on qualifying survey results.

Grüner Fisher Investments

Best Employer in German Financial Industry

Cash Online

In November 2015, Grüner Fisher Investments, a wholly owned German subsidiary of Fisher Investments, was rated “Best employer in the [German] Financial Sector” by the German investment magazine, Cash.Online.

Results were based on the evaluation of Kununu.com, a review site for employers in Germany. On Kununu, employees rate their employer on career and comfort factors.

Best Work Atmosphere

DasInvestment

DasInvestment, one of the largest financial magazines in Germany, conducted a survey across 115 different companies in 2016 to find the best employers in the German financial sector. 

Survey results were based on 13 individual factors including career opportunities, work climate and atmosphere. Employees submitted survey answers through the online platform Kununu.com, a review site for employers in Germany.

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 03/31/21

A Top Defined Contribution Advisor Firm

National Association of Plan Advisors (NAPA)

In 2018, Fisher Investments 401(k) Solutions made the list of “Top Defined Contribution Advisor Firms” from the prestigious National Association of Plan Advisors for the second year in a row.

Advisors were selected based on criteria including information about their practices, notably advised defined contribution assets.

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. For more information about this award, please visit: https://www.napa-net.org/news-info/daily-news/announcing-2018-napa-top-dc-advisor-teams and https://www.usaretirement.org/napa-names-nations-top-dc-advisor-teams.

Ken Fisher

A Top 30 Most Influential Advisor

Investment Advisor

In 2010, Ken was recognized by Investment Advisor as one of the most influential people in building the independent advisor profession over the past 30 years. A year later, he was included on Investment Advisor’s annual list of the 25 most influential people in and around the advisor universe.

Investment Advisor’s "Thirty for Thirty" list of the 30 most influential individuals in and around the investment management profession over the last three decades includes individuals which Investment Advisor noted as having been the most influential in building the independent advisor profession. Investment Advisor recognizes the thirty individuals under the following categories: Pioneers & Practitioners, Iconoclasts & Visionaries and Partners & Politicians. Ken Fisher was included in the Pioneers and Practitioners category. For more information, please visit: http://www.thinkadvisor.com/2010/05/01/30-for-30-interviews-ken-fisher?slreturn=1509486577.

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).

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.

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.

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.