Best Financial Advisory Firms

Fisher Investments was recognized as a 2023 Best Financial Advisory Firm by USA Today and Statista. USA Today and Statista chose winners based on peer and client recommendations as well as asset management over a five-year period. Recommendations were collected via an independent survey. While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm. AUM growth was analyzed over 12-month and 5-year periods based on publicly available data, as of January 2023. 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.

Disclosure: 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.