Fisher Investments Reviews and Awards - November 2024

Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know whom to trust? If you’re in the process of reviewing your options, including Fisher Investments, we put this page together to help you with your due diligence process.

Evaluating Money Managers

Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments recommends asking the following questions as part of your review:

How can I trust my money manager has my best interests in mind?
How does my money manager allocate my assets to meet my unique financial goals?
Will I have a dedicated point of contact who knows me and my financial situation?
Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?

Two people having a discussion around a desk with a tablet

You may also want to:

Review any filings or disclosures on the company you are considering from federal regulatory agencies (such as the SEC in the United States).
Consider third-party industry awards and recognition from reliable sources, such as Financial Times, Pensions & Investments, or others.

Things to Know As You Review Fisher Investments

As a Registered Investment Adviser (RIA), Fisher Investments has a fiduciary obligation to always put client’s best interests first. We take the time to get to know each client, their unique financial situations and goals. This allows Fisher Investments to effectively review their existing portfolio and make the changes we believe maximizes the probability of reaching those goals over their investment time horizons. When you work with Fisher Investments, you’ll receive on-going support from a team of experienced Investment Counselors who get to know your unique financial situation. We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.

Don’t just take our word for it. Fisher Investments has been named Best Financial Advisory Firm by USA Today and a top adviser by Financial Times, Equities Manager of the Year by MoneyAge and A Top US Registered Investment Adviser by Investment News primarily based on assets under management. Fisher Investments and our global affiliates are also certified as a Great Place to Work®.

Best Financial Advisory Firms

USA Today

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.

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.
Wealth & Asset Management Awards – Equities Manager of the Year

MoneyAge

MoneyAge recognized Fisher Investments 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.

Disclosure: 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
Citywire 50 Growers Across America

Citywire

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.

Disclosure: 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.
A Top US-Based RIA

InvestmentNews

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.

Disclosure: 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.
Great Place to Work – Certified ™ - USA

Great Place to Work®

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.

Disclosure: 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.

As of 9/30/2024, over 165,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.

Understanding Online Reviews

Fisher Investments knows that researching other people’s experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, we’d caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious “review sites” with hidden conflicts of interest.

Here’s a list of useful tips to consider when you’re trying to sort out the facts from the noise in online reviews:

Does the review seem like it is from a real person with actual first-hand experience?
Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Could anyone leave a review for any reason?
Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
Is the review overwhelmingly biased toward one view?