5 alternatives to Fisher Investments: what are my options?
Explore alternatives to Fisher Investments with top competitors like Fidelity, BlackRock, Morgan Stanley, Goldman Sachs, and Allworth Financial, each offering unique investment and wealth management services.
Summary
Fisher Investments manages over $276 billion in assets, ranking 80th for assets managed.
Fisher Investments' competitors include Fidelity, BlackRock, Morgan Stanley, Goldman Sachs, and Allworth Financial.
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Who is Fisher Investments?
Fisher Investments is a prominent wealth management firm founded by Ken Fisher in 1979. Headquartered in Texas, The company offers personalized investment strategies primarily for high-net-worth individuals. According to its most recent data, Fisher Investments has over $276 billion in assets under management (AUM).
As a Fisher Investments client, you benefit from their fee-only model, which means they earn fees on the assets they manage rather than commissions. This approach aligns its interests with yours.
Fisher Investments competes with other advisory firms by focusing on active portfolio management and in-depth market research. When considering Fisher Investments alternatives, it’s best to assess your financial goals and preferences to find the best fit.
Let's take a deeper look at just five of its competitors:
| Company | Founded | Headquarters (HQ) | Assets Under Management (AUM) |
|---|---|---|---|
| Company | Founded | Headquarters (HQ) | Assets Under Management (AUM) |
| Fisher Investments | 1979 | Plano, TX | $276 billion |
| Fidelity | 1946 | Boston, MA | $13.7 trillion |
| BlackRock | 1988 | NYC, NY | $10.5 trillion |
| Morgan Stanley | 1935 | NYC, NY | $1.19 trillion |
| Goldman Sachs | 1869 | NYC, NY | $2.81 trillion |
| Allworth Financial | 1993 | Sacramento, CA | $16 billion |
5 alternatives to Fisher Investments
1. Fidelity Investments
Assets under management:
$13.7 trillion
Fee structure:
Fee-only & fee-based
Fee:
0.2%-1.5%
Minimum account sizes:
$50,000
Founded in 1946, Fidelity Investments is a leading financial services company known for its vast range of investment products. Headquartered in Boston, Massachusetts, Fidelity operates globally, providing services through more than 200 investor centers across the US.
As a privately held company, Fidelity manages over $13.7 trillion in assets as of June 2024, an increase of $2 trillion from the third quarter of 2023. They specialize in mutual funds, brokerage services, and retirement planning, making them a solid alternative to Fisher Investments.
Fisher's investment options and digital tools offer you flexibility and control over your financial goals. When considering Fisher Investments alternatives, Fidelity stands out with its comprehensive offerings and commitment to helping you achieve financial success.
2. BlackRock
Assets under management:
$10.5 trillion
Fee:
0.09%-2.50%
Fee structure:
Fee-based
Minimum account sizes:
$250,000 to $1 million
Another significant Fisher Investments competitor is BlackRock, which is headquartered in New York City.
BlackRock was founded in 1988 and is currently the world's largest asset manager. The publicly traded company has offices in more than 30 countries, a market capitalization of $127.34 billion, and around $10.5 trillion in assets under management.
BlackRock offers various investment products, including ETFs, mutual funds, and risk management services. The firm's expertise in active and passive investment strategies makes it a compelling choice when exploring Fisher Investments alternatives.
If you seek a comprehensive approach to investment management, BlackRock provides a robust suite of resources and innovative solutions to help you achieve your financial objectives.
3. Morgan Stanley
Assets under management:
$1.19 trillion
Fee:
Annual advisory fees up to 2%, with additional platform and manager fees.
Fee structure:
Percentage of AUM, fixed fees for specific services, and commissions.
Minimum account sizes:
$5 million for Private Wealth clients; $5,000 for Access Investing.
Morgan Stanley offers a wide array of financial services.
Founded in 1935, Morgan Stanley is a top international financial services firm with headquarters in New York City and offices in over 40 countries.
Morgan Stanley is a publicly traded company with a market capitalization exceeding $155 billion as of August 2024. The company specializes in investment banking, wealth management, and institutional securities. Their extensive experience and global reach make them a strong alternative to Fisher Investments.
If you're looking for personalized financial advice and a comprehensive suite of investment products, Morgan Stanley provides the expertise and resources needed to reach your financial goals.
4. Goldman Sachs
Assets under management (AUM):
$2.81 trillion
Fee:
Advisory fees range from 1.90% (up to $10M) to 1.30% (above $250M).
Fee structure:
Percentage of AUM, with additional fees for markups, commissions, and family office services.
Minimum account sizes:
$10 million minimum investment.
Goldman Sachs, founded in 1869, is known for its comprehensive financial services and global reach. It is a leading investment and securities firm headquartered in New York City and with offices in major centers worldwide.
Goldman Sachs is a publicly traded company with a market capitalization of over $151 billion. It specializes in investment banking, asset management, securities, and wealth management services.
If you want to explore alternatives to Fisher Investments, Goldman Sachs offers expertise in sophisticated financial investment solutions and strategies tailored to your needs. Their deep market insights and innovative financial products make them a compelling choice for individuals who wish to achieve their financial objectives.
5. Allworth Financial
Assets Under Management (AUM):
Fee:
Fee structure:
Fee-based
Minimum account sizes:
$500,00
The last on our list of notable Fisher Investments competitors is Allworth Financial.
This company offers personalized financial planning and investment services. Founded in 1993 and previously known as Hanson McClain Advisors, Allworth Financial is a privately held financial advisory firm headquartered in Sacramento, California, with more than 30 locations across the United States.
Although not publicly traded, the firm is rapidly growing and specializes in retirement, wealth management, and tax planning. Its AUM stood at about $16 billion in August 2024.
Allworth Financial is dedicated to helping individuals and families achieve financial security through tailored advice and comprehensive financial solutions. If you're exploring Fisher Investment alternatives, Allworth Financial is committed to delivering personalized service and strategies to help you achieve your financial goals.
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