We believe our client-first approach is the reason why many happy clients have stayed with us for the long term.
|Tailors your portfolio to your goals and needs|
|Calls regularly to keep you informed|
|Never has hidden or layered fees|
|Some Money Managers:|
|Provide cookie-cutter portfolios|
|Only call when they have something to sell|
|Sell high-commission investment products|
Some money managers keep their analyses secret, but Fisher Investments thinks you deserve to understand your options in retirement. Get your free copy of The Definitive Guide to Retirement Income!
Calculate the cost of your retirement.
Use investments to combat the rising cost of living.
Turn your retirement goals into a plan of action!
Founded in 1979, we are a fee-only investment adviser dedicated to helping clients achieve their long-term retirement goals. We believe our client-first approach is why many happy clients have stayed with us for the long term. The following are just a few features that set Fisher Investments apart:
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.
A Top Adviser
Fisher Investments was recognized on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognize the industry's elite investment adviser firms in the United States.
A Top 10 US-Based RIA
As of May 1, 2020, Fisher Investments was named one of InvestmentNews’ Top 10 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, the publication qualified 2,491 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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://data.investmentnews.com/ria/. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://data.investmentnews.com/ria/.
* As of 3/31/2022. Includes Fisher Investments and its subsidiaries.
** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.