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iADVFN Wealth Manager of the Year 2015–2017, 2019: A panel of global judges including investment advisers, brokerage firms, notable journalists & trading platforms selects the winners.
iiFinancial Times’ Top 300 IA list 2014–2019: FT evaluates advisers based on AUM, asset growth, years in existence, key employees’ industry certifications, online accessibility & compliance record.
iii InvestmentNews’ RIA list 2016–2019: InvestmentNews ranks firms based on AUM.
iv The BBB rates businesses on type of business, transparency of business practices & other factors.
v The Oregonian Top Workplace 2017–2019: Awarded based on employee ratings of statements about FI in the Top Workplaces survey.
vi Top Workplace in Texas 2019: Great Place to Work® & Fortune Magazine surveyed 42,000 TX-based employees from hundreds of employers.
vii Best Places to Work for Recent Grads 2016: Symplicity surveyed employers on benefits, training, company culture and more. The top 25 highest-scoring companies made the final awards list.
viii Top 100 Places to Work 2018 by Dallas Morning News: The ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.
ix Training Top 125 Winners 2020: Training Magazine ranked companies by assessing factors like financial investment in employee development & more.
x Certified Great Place to Work® 2018–2020: Great Place to Work® anonymously surveyed over 2,000 FI employees, measuring factors including compensation, manager quality, overall workplace atmosphere & more.
xi BEST Award 2019–2020: The Association for Talent Development recognizes organizations using talent development as a strategic business objective.
xii Best employer in (German) Financial Sector 2015 by Cash.Online: Results based on a Kununu.com evaluation, a review site for employers in Germany. Employees rate their employer on career & comfort factors.
xiii Best Work Atmosphere 2016 by DasInvestment: Results based on a Kununu.com survey across 115 different employers in the German financial sector. The survey measured 13 factors including career opportunities, work climate & atmosphere.
xiv II300 2018: InstitutionalInvestor’s annual ranking of the 300 largest US-based asset managers by AUM.
xv One of the World’s Largest Money Managers 2017–2019: Pensions & Investments ranks money managers based on total global institutional AUM.
xvi Top Retirement Adviser 2017–2018: FT identified & graded 401 US wealth managers based on defined contribution AUM, specialization & business growth; years of experience; industry certifications; plan participation rates; & compliance record.
xvii Top Defined Contribution Advisor Firm 2017–2018: National Association of Plan Advisors selected based on criteria about their practices.
xviii IA30 list 2010: Investment Advisor recognized Ken Fisher as one of the 30 most influential people in & around the investment management profession over the past 30 years.
xix IA25 list 2011: Investment Advisor recognized Ken Fisher as one the most influential people in & around the advisor universe.
xx Bernstein Fabozzi/Jacobs Levy Award: The Journal of Portfolio Management recognized Ken Fisher & Meir Statman’s article, “Cognitive Biases in Market Forecasts,” in Fall 2000. Awarded based on votes by a selected panel.
xxi Tiburon Challenging Convention Award 2013: Tiburon Strategic Advisors recognized Ken Fisher as a financial services industry leader, excelling at maintaining customer focus & challenging conventional wisdom.
xxii Ken Fisher’s “Portfolio Strategy” column in Forbes ran from 1984 to 2016.
xxiii AAII Top 40: The American Association of Individual Investors selected Ken Fisher‘s article, “Price-Sales Ratios: A New Tool for Measuring Stock Popularity,” as one of 40 influential investment education articles from the publication’s past.
xxiv Icons & Innovators 2016: InvestmentNews recognized Ken Fisher as an investment professional who has shaped & transformed the financial advice profession.
xxv Humboldt State University Distinguished Alumni Award 2007: The Humboldt State University Alumni Association recognized Ken Fisher for his leadership & contribution to the community & environment.

*As of 01/31/2020, Fisher Investments and its subsidiaries.

Fisher Investments | 6500 International Pkwy, Ste 2050, Plano, TX 75093, United States | 800-587-5512 | inquiry@fi.com

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