Fisher Investments Reviews and Awards - April 2024

Fisher Investments was recognized by USA Today and Statista as a 2023 Best Financial Advisory Firm. USA Today and Statista chose winners based on peer and client recommendations collected via an independent survey as well as asset management growth over a five-year period. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.

Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://www.statista.com/page/best-financial-advisory-firms-2023#51d188ee29f8d03a6e000009.

MoneyAge recognized Fisher Investments and its affiliates as their 2023 Equities Manager of the Year at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognized as Equities Manager of the Year by MoneyAge and follows a 2022 MoneyAge recognition as Active Manager of the Year. 

MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php

Fisher Investments, one of the world’s largest independent, fee-only investment advisers, was named to Citywire RIA’s 2023, "50 Growers Across America". The list highlights the fastest growing Registered Investment Adviser (RIA) firms in the country, determined by each company’s growth across various factors in 2022. Per Citywire RIA, Fisher Investments had the “highest growth factor score” of any firm on the list.

To be eligible for the Citywire RIA“50 Growers Across America” list, firms must be independent RIAs that file their own Form ADV with the SEC and provide financial planning and related services to clients. Citywire RIAlooked at eligible firms’ growth in 2022 across three categories: percentage growth in assets under management (AUM), monetary growth in AUM and percentage growth in employees. Citywire RIA uses these figures to create a “growth factor” score with companies scoring highest by state being named to the list. No fees or other considerations are required from RIAs to be included in the Citywire RIA ranking. Fisher Investments pays a fee for promotion and logo distribution rights.

As of July 2023, Fisher Investments was named one of InvestmentNews’ Top 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, InvestmentNews qualified 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. To access the full list and criteria for consideration, please visit the following link: https://www.investmentnews.com/top-fee-only-rias-in-2023-240099. Fisher Investments pays a fee for promotion and logo distribution rights.

Fisher Investments has been Certified™ a great workplace by the independent analysts at Great Place to Work®, 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 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.

Great Place to Work certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. 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: Certified Organizations and Our Methodology.