Clearly Better Money Management

Our client-first approach is the reason why more than 9 out of 10 private clients have stayed with Fisher Investments over the last twenty years.*

Not all Money Managers are Equal

Fisher Investments Provides:
checkMark  Individually tailored portfolios
checkMark  Client-first approach
checkMark  Transparent fee structure
Some Money Managers Provide:
XMark  Cookie cutter portfolios
XMark  Commission-based products
XMark  Complex fees

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checkMark  Cookie Cutter vs. Tailored Portfolio Management

checkMark  Advis “ors” vs. advis “ers”

checkMark  Fee-Based vs. Fee-Only Brokers

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What Separates Fisher Investments?

Founded in 1979, we are a fee-only investment adviser dedicated to helping clients achieve their long-term retirement goals. Our client-first approach is why 9 out of 10 private clients have chosen to stay with us over the past twenty years.* The following are just a few features that set Fisher Investments apart:

How Can We Help?

If you’d like to learn more about our services—or if you’d like to hear our current views on the investing environment—fill out the form below to schedule a time to speak with a qualified representative.


for Ken Fisher, Fisher Investments & its Affiliates

Fisher Investments Financial Times Award
Financial Times

In June 2018, Fisher Investments was named one of the Financial Times’ Top 300 US-based Registered Investment Advisers (RIAs) in the publication’s annual list. This was the fifth consecutive year Fisher Investments was selected. Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.

Fisher Investments is Ranked a Top 10 RIA by InvestmentNews
Investment News

In 2018, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIAs). Fisher Investments ranks based on total assets under management.

Fisher Investments Pensions & Investments/Towers Watson Award
Pensions & Investments/Towers Watson

In May 2018, Fisher Investments was ranked #131 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 12/31/17.

Fisher Investments Great Place to Work Award
Great Place to Work®

In December 2017, Fisher Investments was certified a Great Place to Work® company. Great Place to Work certifications are based an independent, statistically valid employee survey that captures workplace ratings across six categories.

* Average annual Private Client Group retention, 1997-2018 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).

** As of 12/31/2018. Includes Fisher Investments and its subsidiaries.

*** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.