In 2024, Fisher Investments was recognized by CNN Underscored. To create the list, data from the biggest registered investment advisers (RIAs) in the United States was compiled and organized by total regulatory assets under management. This is the first time Fisher Investments has been recognized.
To compile the list, CNN Underscored pulled data from the SEC’s database of Form ADV filings on US-based RIAs with at least $1 billion in AUM. Companies that are broker-dealer and/or insurance based were excluded, as well companies with AUM attributable to pooled investment vehicles, pension/profit-sharing plans or corporations/other businesses greater than certain thresholds. Finally, compliance records were examined for disclosures against a firm that would exclude them from the list. Fisher Investments pays a fee for promotion and logo distribution rights. For more, please visit https://www.cnn.com/cnn-underscored/money/best-financial-advisors.
