5 Star Rating

Fisher Investments earned a 5 star rating by AdvisorSearch.org in 2024. This rating recognizes firms who are aligned with AdvisorSearch.org's passion for consumer advocacy and fairness in the practice of professional financial advice. AdvisorSearch.org is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. Every month, AdvisorSearch.org downloads hundreds of thousands of data points from the SEC IAPD database. That data is then fed into a scoring algorithm to rate firms on overall trustworthiness based on their regulatory records and potential conflicts of interest. Firms that are rated 4.5 or 5 stars by the algorithm are considered eligible to support and champion AdvisorSearch.org’s mission.

Disclosure: AdvisorSearch.org’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed Registered Investment Advisory Firm and/or from collected publicly available data from the SEC; participation of a Registered Investment Advisory Firm in AdvisorSearch.org’s review, including any Mission Supporters Program Fees paid to AdvisorSearch.org, in no way influences or biases AdvisorSearch.org’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s future performance. See https://advisorsearch.org/how-we-test for additional disclosures, including “AdvisorSearch.org Trust Algorithm.” Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.