Fisher Investments is pleased to announce it has been named to the 2017 FT Top 300 Registered Investment Advisers (RIAs) list for the fourth consecutive year. The FT 300 aims to recognize top RIA firms in the United States.
This is the fourth annual Top 300 list. Financial Times (“FT”) produces the list in collaboration with Ignites Research to provide readers with a snapshot of the best advisers in the US. In a statement, the FT said, “We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of the Financial Times.”
RIAs meeting a minimum set of criteria are invited to apply for consideration. RIA applicants are then graded on six factors: assets under management (AUM), AUM growth, years in existence, industry certifications of key employees, online accessibility and compliance record. There are no fees or other considerations required of RIAs that apply. The FT Top 300 is unranked and is presented as an elite cohort of advisers. The 2017 list includes advisers from 37 states and Washington, D.C. The “average” adviser in this year’s list has 24 years of experience and manages $2.7 billion in assets.
Fisher Investments CEO Damian Ornani commented, “We are proud to be included in the FT Top 300 list for the fourth year in a row. This reflects our commitment to delivering appropriate solutions for our clients and bettering the investment universe. It is also an honor to be consistently recognized by Financial Times, one of the world’s leading business news organizations.”
The Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June 2014, June 2015, June 2016, June 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.