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advisor",487104759,"fisher-investments-financial-advisor","discover/financial-advice/fisher-investments-financial-advisor",{"type":129,"attrs":844},{"color":12},{"text":846,"type":22,"marks":847}," 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). ",[848],{"type":129,"attrs":849},{"color":12},{"type":18,"content":851},[852],{"text":853,"type":22,"marks":854},"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. ",[855],{"type":129,"attrs":856},{"color":12},{"type":18,"content":858},[859],{"text":860,"type":22,"marks":861},"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. ",[862],{"type":129,"attrs":863},{"color":12},{"type":18,"content":865},[866],{"text":867,"type":22},"Let's take a deeper look at just five of its competitors: ","article-rich-text",{"_uid":870,"caption":12,"content":871,"component":889,"show_search":543,"paste_content":890,"number_of_rows":896,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"f5f542a8-3148-4d24-ab12-b26b39e11e53",{"tbody":872,"thead":882,"fieldtype":888},[873],{"_uid":874,"body":875,"component":881},"1c102d57-dd92-4992-8ff7-1b3fb4926cd0",[876,879],{"_uid":877,"value":12,"component":878},"103aceb5-7ed7-4ab7-9d0e-aaaf18f9e059","_table_col",{"_uid":880,"value":12,"component":878},"73c5a591-845a-45f2-b66f-aec21fb794bd","_table_row",[883,886],{"_uid":884,"value":12,"component":885},"c6ae5211-5ae2-4454-a30a-c072d1ebb18c","_table_head",{"_uid":887,"value":12,"component":885},"e8cdb5f3-1f64-41a9-835e-350e18bfd9bf","table","article-table",{"type":15,"content":891},[892],{"type":18,"content":893},[894],{"text":895,"type":22},"Company\tFounded\tHeadquarters (HQ)\tAssets Under Management (AUM)\nFisher Investments\t1979\tPlano, TX\t$276 billion\nFidelity\t1946\tBoston, MA\t$13.7 trillion\nBlackRock\t1988\tNYC, NY\t$10.5 trillion\nMorgan Stanley\t1935\tNYC, NY\t$1.19 trillion\nGoldman Sachs\t1869\tNYC, NY\t$2.81 trillion\nAllworth Financial\t1993\tSacramento, CA\t$16 billion","10",{"_uid":898,"data":899,"component":868},"1c995b12-7af9-4945-9b5e-1fb8b480eb5a",{"type":15,"content":900},[901,909,913,917],{"type":817,"attrs":902,"content":903},{"level":819},[904],{"text":905,"type":22,"marks":906},"5 alternatives to Fisher Investments",[907],{"type":129,"attrs":908},{"color":12},{"type":18,"content":910},[911],{"text":912,"type":22},"There are several Fisher Investments alternatives, some offering similar products and services and others varying in offerings. ",{"type":18,"content":914},[915],{"text":916,"type":22},"These are the top five:",{"type":817,"attrs":918,"content":919},{"level":819},[920],{"text":921,"type":22},"1. 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","Not sure if Fidelity suits your needs? Let Unbiased find a financial advisor that does. ",{"_uid":1121,"data":1122,"component":868},"52c10c6a-4b25-4208-b35b-1c4cb268e62d",{"type":15,"content":1123},[1124,1135,1148,1152],{"type":18,"content":1125},[1126,1128,1133],{"text":1127,"type":22},"Founded in 1946, ",{"text":1115,"type":22,"marks":1129},[1130,1132],{"type":31,"attrs":1131},{"href":1108,"uuid":34,"anchor":34,"target":35,"linktype":36},{"type":802},{"text":1134,"type":22}," 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. ",{"type":18,"content":1136},[1137,1139,1146],{"text":1138,"type":22},"As a privately held company, ",{"text":1140,"type":22,"marks":1141},"Fidelity manages over $13.7 trillion in assets",[1142,1145],{"type":31,"attrs":1143},{"href":1144,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.statista.com/statistics/1260831/fidelity-aua-type/",{"type":802},{"text":1147,"type":22}," as of June 2024, an increase of $2 trillion from the third quarter of 2023. They specialize in mutual funds, brokerage services, and retirement planning, making them a solid alternative to Fisher Investments. ",{"type":18,"content":1149},[1150],{"text":1151,"type":22},"Fisher's investment options and digital tools offer you flexibility and control over your financial goals. When considering Fisher Investments alternatives, Fidelity stands out with its comprehensive offerings and commitment to helping you achieve financial success. ",{"type":817,"attrs":1153,"content":1154},{"level":819},[1155],{"text":1156,"type":22,"marks":1157},"2. BlackRock ",[1158],{"type":38},{"_uid":1160,"body":1161,"image":1307,"title":1311,"cta_link":1116,"cta_text":1117,"component":810,"background":811,"description":1312,"cta_description":1313},"d446f8c2-afc2-4977-9a8e-216d3314683e",[1162,1213,1303],{"_uid":1163,"data":1164,"component":805},"08f519b3-1e05-438f-adcb-5800fdf5711d",{"type":15,"content":1165},[1166,1171,1183,1188,1195,1200,1204,1209],{"type":18,"content":1167},[1168],{"text":932,"type":22,"marks":1169},[1170],{"type":38},{"type":18,"content":1172},[1173,1175,1181],{"text":1174,"type":22},"$",{"text":1176,"type":22,"marks":1177},"10.5",[1178],{"type":129,"attrs":1179},{"color":1180},"#4D5158",{"text":1182,"type":22}," trillion",{"type":18,"content":1184},[1185],{"text":963,"type":22,"marks":1186},[1187],{"type":38},{"type":18,"content":1189},[1190],{"text":1191,"type":22,"marks":1192},"0.09%-2.50%",[1193],{"type":129,"attrs":1194},{"color":131},{"type":18,"content":1196},[1197],{"text":948,"type":22,"marks":1198},[1199],{"type":38},{"type":18,"content":1201},[1202],{"text":1203,"type":22},"Fee-based",{"type":18,"content":1205},[1206],{"text":978,"type":22,"marks":1207},[1208],{"type":38},{"type":18,"content":1210},[1211],{"text":1212,"type":22},"$250,000 to $1 million",{"_uid":1214,"component":992,"accordions":1215},"22259875-7b49-49c4-940c-17d0aa61b945",[1216,1253,1261,1285],{"_uid":1217,"text":1218,"title":1252,"component":1043},"63d13773-967f-441d-bc6b-b3258dba0f0b",{"type":15,"content":1219},[1220],{"type":767,"content":1221},[1222,1228,1234,1240,1246],{"type":770,"content":1223},[1224],{"type":18,"content":1225},[1226],{"text":1227,"type":22},"Investment management  ",{"type":770,"content":1229},[1230],{"type":18,"content":1231},[1232],{"text":1233,"type":22},"Risk management",{"type":770,"content":1235},[1236],{"type":18,"content":1237},[1238],{"text":1239,"type":22},"Portfolio management",{"type":770,"content":1241},[1242],{"type":18,"content":1243},[1244],{"text":1245,"type":22},"Advisory services",{"type":770,"content":1247},[1248],{"type":18,"content":1249},[1250],{"text":1251,"type":22},"Developing future-oriented investments  ","Financial services",{"_uid":1254,"text":1255,"title":1055,"component":1043},"337402a1-9e20-4d56-aea1-a255b402f644",{"type":15,"content":1256},[1257],{"type":18,"content":1258},[1259],{"text":1260,"type":22},"Active management strategies use the best available analysis and historical insights to drive toward targets. Blackrock also uses a risk-first approach with many of its investment strategies.",{"_uid":1262,"text":1263,"title":1092,"component":1043},"e68983ea-e247-483a-ad25-7fc597a1e78e",{"type":15,"content":1264},[1265],{"type":767,"content":1266},[1267,1273,1279],{"type":770,"content":1268},[1269],{"type":18,"content":1270},[1271],{"text":1272,"type":22},"A collaborative, diverse workforce ",{"type":770,"content":1274},[1275],{"type":18,"content":1276},[1277],{"text":1278,"type":22},"Innovative, cutting-edge strategies and technology ",{"type":770,"content":1280},[1281],{"type":18,"content":1282},[1283],{"text":1284,"type":22},"Focused on sustainability ",{"_uid":1286,"text":1287,"title":1105,"component":1043},"7b62f38e-df9c-485c-ab34-e8fbcbab4371",{"type":15,"content":1288},[1289],{"type":767,"content":1290},[1291,1297],{"type":770,"content":1292},[1293],{"type":18,"content":1294},[1295],{"text":1296,"type":22},"Expensive  ",{"type":770,"content":1298},[1299],{"type":18,"content":1300},[1301],{"text":1302,"type":22},"Formal advice delivery ",{"_uid":1304,"link":1305,"title":1306,"component":1110},"39b20762-5b0e-4787-b05d-a0221cdad911","https://www.unbiased.com/discover/financial-advice/blackrock-financial-advisor","Learn more about BlackRock",{"id":1308,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1309,"copyright":12,"fieldtype":807,"meta_data":1310,"is_external_url":543},15693016,"https://a.storyblok.com/f/185166/2632x1800/1628bcf334/blackrock-financial-advisor.webp",{},"BlackRock","Leading global firm providing investment, risk management, and advisory services worldwide.","Not sure if BlackRock suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1315,"data":1316,"component":868},"b9c5342f-4a48-4dc0-95b4-6b29a51dd8fd",{"type":15,"content":1317},[1318,1329,1342,1346,1350],{"type":18,"content":1319},[1320,1322,1327],{"text":1321,"type":22},"Another significant Fisher Investments competitor is ",{"text":1311,"type":22,"marks":1323},[1324,1326],{"type":31,"attrs":1325},{"href":1305,"uuid":34,"anchor":34,"target":35,"linktype":36},{"type":802},{"text":1328,"type":22},", which is headquartered in New York City.  ",{"type":18,"content":1330},[1331,1333,1340],{"text":1332,"type":22},"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 ",{"text":1334,"type":22,"marks":1335},"$10.5 trillion in assets under management",[1336,1339],{"type":31,"attrs":1337},{"href":1338,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.statista.com/statistics/891292/assets-under-management-blackrock/",{"type":802},{"text":1341,"type":22},". ",{"type":18,"content":1343},[1344],{"text":1345,"type":22},"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.  ",{"type":18,"content":1347},[1348],{"text":1349,"type":22},"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. ",{"type":817,"attrs":1351,"content":1352},{"level":819},[1353],{"text":1354,"type":22,"marks":1355},"3. Morgan Stanley  ",[1356],{"type":38},{"_uid":1358,"body":1359,"image":1542,"title":1546,"cta_link":1116,"cta_text":1117,"component":810,"background":811,"description":1547,"cta_description":1548},"7817729f-c45d-48b8-9b39-fa70cb68224b",[1360,1401,1538],{"_uid":1361,"data":1362,"component":805},"dc4278bd-18c8-4a57-b329-fd779dc7d39f",{"type":15,"content":1363},[1364,1369,1376,1385,1393],{"type":18,"content":1365},[1366],{"text":932,"type":22,"marks":1367},[1368],{"type":38},{"type":18,"content":1370},[1371],{"text":1372,"type":22,"marks":1373},"$1.19 trillion",[1374],{"type":129,"attrs":1375},{"color":1180},{"type":18,"content":1377},[1378,1381,1383],{"text":963,"type":22,"marks":1379},[1380],{"type":38},{"type":1382},"hard_break",{"text":1384,"type":22},"Annual advisory fees up to 2%, with additional platform and manager fees.",{"type":18,"content":1386},[1387,1390,1391],{"text":948,"type":22,"marks":1388},[1389],{"type":38},{"type":1382},{"text":1392,"type":22},"Percentage of AUM, fixed fees for specific services, and commissions.",{"type":18,"content":1394},[1395,1398,1399],{"text":978,"type":22,"marks":1396},[1397],{"type":38},{"type":1382},{"text":1400,"type":22},"$5 million for Private Wealth clients; 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Let Unbiased find a financial advisor that does.",{"_uid":1550,"data":1551,"component":868},"b2846f40-ec77-4eef-8715-31aa6fe57dbf",{"type":15,"content":1552},[1553,1557,1561,1574,1578],{"type":18,"content":1554},[1555],{"text":1556,"type":22},"Morgan Stanley offers a wide array of financial services.  ",{"type":18,"content":1558},[1559],{"text":1560,"type":22},"Founded in 1935, Morgan Stanley is a top international financial services firm with headquarters in New York City and offices in over 40 countries.  ",{"type":18,"content":1562},[1563,1565,1572],{"text":1564,"type":22},"Morgan Stanley is a publicly traded company with a ",{"text":1566,"type":22,"marks":1567},"market capitalization exceeding $155 billion",[1568,1571],{"type":31,"attrs":1569},{"href":1570,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.macrotrends.net/stocks/charts/MS/morgan-stanley/market-cap",{"type":802},{"text":1573,"type":22}," 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. ",{"type":18,"content":1575},[1576],{"text":1577,"type":22},"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. ",{"type":817,"attrs":1579,"content":1580},{"level":819},[1581],{"text":1582,"type":22,"marks":1583},"4. Goldman Sachs ",[1584],{"type":38},{"_uid":1586,"body":1587,"image":1743,"title":1747,"cta_link":1116,"cta_text":1117,"component":810,"background":811,"description":1748,"cta_description":1749},"f87a2025-7714-4a1b-8294-8e94bc8916b4",[1588,1629,1739],{"_uid":1589,"data":1590,"component":805},"2eee8548-2c6e-4ddf-b337-0fa939ef316e",{"type":15,"content":1591},[1592,1605,1613,1621],{"type":18,"content":1593},[1594,1598,1599],{"text":1595,"type":22,"marks":1596},"Assets under management (AUM):",[1597],{"type":38},{"type":1382},{"text":1600,"type":22,"marks":1601},"$2.81 trillion",[1602],{"type":129,"attrs":1603},{"color":1604},"#000000",{"type":18,"content":1606},[1607,1610,1611],{"text":963,"type":22,"marks":1608},[1609],{"type":38},{"type":1382},{"text":1612,"type":22},"Advisory fees range from 1.90% (up to $10M) to 1.30% (above $250M).",{"type":18,"content":1614},[1615,1618,1619],{"text":948,"type":22,"marks":1616},[1617],{"type":38},{"type":1382},{"text":1620,"type":22},"Percentage of AUM, with additional fees for markups, commissions, and family office services.",{"type":18,"content":1622},[1623,1626,1627],{"text":978,"type":22,"marks":1624},[1625],{"type":38},{"type":1382},{"text":1628,"type":22},"$10 million minimum investment.",{"_uid":1630,"component":992,"accordions":1631},"a4aa2a77-bb11-40b0-855e-8b3fa083423d",[1632,1677,1685,1715],{"_uid":1633,"text":1634,"title":1252,"component":1043},"e23306fa-de63-42c1-8a74-eb68acd071cb",{"type":15,"content":1635},[1636],{"type":767,"content":1637},[1638,1647,1657,1667],{"type":770,"content":1639},[1640],{"type":18,"content":1641},[1642,1645],{"text":1415,"type":22,"marks":1643},[1644],{"type":38},{"text":1646,"type":22}," Portfolio construction, equities, fixed income, alternative investments, and custom vehicles.",{"type":770,"content":1648},[1649],{"type":18,"content":1650},[1651,1655],{"text":1652,"type":22,"marks":1653},"Wealth planning:",[1654],{"type":38},{"text":1656,"type":22}," Income and estate planning, philanthropy, tax planning, and trust administration.",{"type":770,"content":1658},[1659],{"type":18,"content":1660},[1661,1665],{"text":1662,"type":22,"marks":1663},"Family office services:",[1664],{"type":38},{"text":1666,"type":22}," Reporting, analytics, tax assistance, and security advisory.",{"type":770,"content":1668},[1669],{"type":18,"content":1670},[1671,1675],{"text":1672,"type":22,"marks":1673},"Advisory services:",[1674],{"type":38},{"text":1676,"type":22}," Trading, structuring, and hedging solutions for institutions and families.",{"_uid":1678,"text":1679,"title":1055,"component":1043},"3e6e6454-b0a3-46ee-9570-4786d81969a2",{"type":15,"content":1680},[1681],{"type":18,"content":1682},[1683],{"text":1684,"type":22},"Goal-driven asset allocation with a focus on diversification, risk tolerance, and time horizons. Custom investment vehicles are available for personalized needs.",{"_uid":1686,"text":1687,"title":1092,"component":1043},"c7bcfbb3-78cc-46ba-b315-1b0797e81ff3",{"type":15,"content":1688},[1689],{"type":767,"content":1690},[1691,1697,1703,1709],{"type":770,"content":1692},[1693],{"type":18,"content":1694},[1695],{"text":1696,"type":22},"Tailored solutions for complex financial situations.",{"type":770,"content":1698},[1699],{"type":18,"content":1700},[1701],{"text":1702,"type":22},"Expertise in managing ultra-high-net-worth assets.",{"type":770,"content":1704},[1705],{"type":18,"content":1706},[1707],{"text":1708,"type":22},"Comprehensive private banking and wealth management services.",{"type":770,"content":1710},[1711],{"type":18,"content":1712},[1713],{"text":1714,"type":22},"Custom investment vehicles and personalized strategies.",{"_uid":1716,"text":1717,"title":1105,"component":1043},"7127212a-d25e-4722-ae9c-db698ef7701c",{"type":15,"content":1718},[1719],{"type":767,"content":1720},[1721,1727,1733],{"type":770,"content":1722},[1723],{"type":18,"content":1724},[1725],{"text":1726,"type":22},"Minimum investment requirement of $10 million excludes non-wealthy clients.",{"type":770,"content":1728},[1729],{"type":18,"content":1730},[1731],{"text":1732,"type":22},"Potential conflicts of interest due to advisor compensation from product sales.",{"type":770,"content":1734},[1735],{"type":18,"content":1736},[1737],{"text":1738,"type":22},"Additional costs for specific services (e.g., family office fees).",{"_uid":1740,"link":1741,"title":1742,"component":1110},"d12ba159-1b70-490a-8dc7-1918bfa47254","https://www.unbiased.com/discover/financial-advice/goldman-sachs-private-wealth-management-review","Learn more about Goldman Sachs",{"id":1744,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1745,"copyright":12,"fieldtype":807,"meta_data":1746,"is_external_url":543},16062645,"https://a.storyblok.com/f/185166/2632x1800/9724c40368/goldman-sachs-private-wealth-management-review.webp",{},"Goldman Sachs","Goldman Sachs serves ultra-wealthy clients with tailored financial solutions.","Not sure if Goldman Sachs suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1751,"data":1752,"component":868},"7f9a5c7d-36bd-4b29-9df9-6f5a99bb929c",{"type":15,"content":1753},[1754,1763,1776,1780],{"type":18,"content":1755},[1756,1761],{"text":1747,"type":22,"marks":1757},[1758,1760],{"type":31,"attrs":1759},{"href":1741,"uuid":34,"anchor":34,"target":35,"linktype":36},{"type":802},{"text":1762,"type":22},", 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. ",{"type":18,"content":1764},[1765,1767,1774],{"text":1766,"type":22},"Goldman Sachs is a publicly traded company with a ",{"text":1768,"type":22,"marks":1769},"market capitalization of over $151 billion",[1770,1773],{"type":31,"attrs":1771},{"href":1772,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.macrotrends.net/stocks/charts/GS/goldman-sachs/market-cap",{"type":802},{"text":1775,"type":22},". It specializes in investment banking, asset management, securities, and wealth management services. ",{"type":18,"content":1777},[1778],{"text":1779,"type":22},"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. ",{"type":817,"attrs":1781,"content":1782},{"level":819},[1783],{"text":1784,"type":22},"5. Allworth Financial ",{"_uid":1786,"body":1787,"image":1864,"title":1868,"cta_link":1116,"cta_text":1117,"component":810,"background":811,"description":1869,"cta_description":1870},"9999279a-768a-4975-ac1f-5d8da92d73cc",[1788,1841],{"_uid":1789,"data":1790,"component":805},"4ba97e06-0894-4d9e-9039-aa142259b0c4",{"type":15,"content":1791},[1792,1798,1807,1812,1820,1825,1832,1840],{"type":18,"content":1793},[1794],{"text":1795,"type":22,"marks":1796},"Assets Under Management (AUM):",[1797],{"type":38},{"type":18,"content":1799},[1800],{"text":1801,"type":22,"marks":1802},"$16 billion",[1803,1806],{"type":31,"attrs":1804},{"href":1805,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://allworthpartners.com/aboutus/#:~:text=Allworth%20Financial%20(formerly%20Hanson%20McClain,AUM%20and%2033%20offices%20nationwide.",{"type":802},{"type":18,"content":1808},[1809],{"text":963,"type":22,"marks":1810},[1811],{"type":38},{"type":18,"content":1813},[1814],{"text":1815,"type":22,"marks":1816},"$1,500 ~ $30,000",[1817],{"type":31,"attrs":1818},{"href":1819,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://allworthfinancial.com/hubfs/Legal/Allworth%20-%20ADV%202A%20-%20March%202024.pdf",{"type":18,"content":1821},[1822],{"text":948,"type":22,"marks":1823},[1824],{"type":38},{"type":18,"content":1826},[1827],{"text":1203,"type":22,"marks":1828},[1829],{"type":129,"attrs":1830},{"color":1831},"#333333",{"type":18,"content":1833},[1834,1837,1838],{"text":978,"type":22,"marks":1835},[1836],{"type":38},{"type":1382},{"text":1839,"type":22},"$500,00",{"type":18},{"_uid":1842,"component":992,"accordions":1843},"541a4343-388b-4a8f-8638-ea9e04f4a4bf",[1844],{"_uid":1845,"text":1846,"title":1252,"component":1043},"38804b0f-b1ce-456b-be35-cdd2e376d020",{"type":15,"content":1847},[1848,1852,1856,1860],{"type":18,"content":1849},[1850],{"text":1851,"type":22},"Retirement planning",{"type":18,"content":1853},[1854],{"text":1855,"type":22},"Investment management",{"type":18,"content":1857},[1858],{"text":1859,"type":22},"Tax services",{"type":18,"content":1861},[1862],{"text":1863,"type":22},"Estate planning.",{"id":1865,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1866,"copyright":12,"fieldtype":807,"meta_data":1867,"is_external_url":543},18745688,"https://a.storyblok.com/f/185166/200x200/43f11f6c08/allworth-financial.jpg",{},"Allworth Financial","Founded in 1993, Allworth Financial provides tailored financial planning and investment services.","Not sure if Allworth suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1872,"data":1873,"component":868},"d5501064-2caa-48e4-b9f6-ad8cc4e8da0d",{"type":15,"content":1874},[1875,1879,1883,1894],{"type":18,"content":1876},[1877],{"text":1878,"type":22},"The last on our list of notable Fisher Investments competitors is Allworth Financial.  ",{"type":18,"content":1880},[1881],{"text":1882,"type":22},"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. ",{"type":18,"content":1884},[1885,1887,1893],{"text":1886,"type":22},"Although not publicly traded, the firm is rapidly growing and specializes in retirement, wealth management, and tax planning. Its AUM stood at about ",{"text":1888,"type":22,"marks":1889},"$16 billion in August 2024",[1890,1892],{"type":31,"attrs":1891},{"href":1805,"uuid":34,"anchor":34,"target":35,"linktype":36},{"type":802},{"text":1341,"type":22},{"type":18,"content":1895},[1896],{"text":1897,"type":22},"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.",{"_uid":1899,"body":1900,"image":1949,"title":1954,"cta_link":12,"cta_text":12,"component":810,"background":12,"description":12,"cta_description":12},"977f8b96-6e4c-435c-9fdd-5075f7087b39",[1901,1945],{"_uid":1902,"data":1903,"component":805},"7c7d788f-dcdb-4626-963b-00e05a2b1c3f",{"type":15,"content":1904},[1905,1912,1919],{"type":18,"content":1906},[1907],{"text":1908,"type":22,"marks":1909},"\"Experience matters, so check the firm’s track record in handling clients with similar needs.  ",[1910],{"type":129,"attrs":1911},{"color":12},{"type":18,"content":1913},[1914],{"text":1915,"type":22,"marks":1916},"Transparency is also key, so ensure they clearly explain their fees and services. Choose a firm or individual who aligns with your financial goals and communicates effectively, as a strong client-advisor relationship is essential for long-term success.  ",[1917],{"type":129,"attrs":1918},{"color":12},{"type":18,"content":1920},[1921,1926,1940],{"text":1922,"type":22,"marks":1923},"Lastly, a ",[1924],{"type":129,"attrs":1925},{"color":12},{"text":1927,"type":22,"marks":1928},"good financial advisor",[1929,1938],{"type":31,"attrs":1930},{"href":1931,"uuid":1932,"anchor":34,"target":35,"linktype":74,"story":1933},"/discover/financial-advice/what-makes-a-good-financial-advisor","e1c57f00-663f-4f91-bc0d-92719b54f586",{"name":1934,"id":1935,"uuid":1932,"slug":1936,"url":1937,"full_slug":1937,"_stopResolving":558},"What makes a good financial advisor",680287840,"what-makes-a-good-financial-advisor","discover/financial-advice/what-makes-a-good-financial-advisor",{"type":129,"attrs":1939},{"color":12},{"text":1941,"type":22,"marks":1942}," relationship is ideally a long-term one, so try to find one you'll be comfortable working with through the most important periods of your life.\" ",[1943],{"type":129,"attrs":1944},{"color":12},{"_uid":1946,"link":1947,"title":1948,"component":1110},"75ebc2bf-27bf-4683-b81f-948ca627de3c","https://www.unbiased.com/authors/austin-guest","Austin Guest, Sales Director",{"id":1950,"alt":1951,"name":12,"focus":12,"title":12,"source":12,"filename":1952,"copyright":12,"fieldtype":807,"meta_data":1953,"is_external_url":543},17307644,"austin-guest-financial-advisor","https://a.storyblok.com/f/185166/1080x1080/ffd9a7e0c7/austin-guest.png",{"alt":1951,"title":12,"source":12,"copyright":12},"Our expert says: How to choose a financial advisor",{"_uid":1956,"data":1957,"component":868},"bed8e9af-b825-4f15-8476-baa55f04acdb",{"type":15,"content":1958},[1959,1966,1990,1994,2068,2077,2081],{"type":817,"attrs":1960,"content":1961},{"level":819},[1962],{"text":1963,"type":22,"marks":1964},"Which is the best financial advisory firm for me? ",[1965],{"type":38},{"type":18,"content":1967},[1968,1970,1980,1982,1988],{"text":1969,"type":22},"The ",{"text":1971,"type":22,"marks":1972},"best financial advisor firm",[1973],{"type":31,"attrs":1974},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74,"story":1975},{"name":1976,"id":1977,"uuid":114,"slug":1978,"url":1979,"full_slug":1979,"_stopResolving":558},"Best financial advisor",421857024,"best-financial-advisor","discover/financial-advice/best-financial-advisor",{"text":1981,"type":22}," ultimately depends on what your ",{"text":1983,"type":22,"marks":1984},"needs",[1985],{"type":31,"attrs":1986},{"href":1987,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"text":1989,"type":22}," are as a client.  ",{"type":18,"content":1991},[1992],{"text":1993,"type":22},"Any of the above alternatives to Fisher Investments will likely meet your needs, but some will be more compatible with you than others. You can use the factors listed below to determine which you should choose.  ",{"type":767,"content":1995},[1996,2019,2032,2045,2058],{"type":770,"content":1997},[1998],{"type":18,"content":1999},[2000,2004,2006,2013,2015],{"text":2001,"type":22,"marks":2002},"Budget – ",[2003],{"type":38},{"text":2005,"type":22},"Naturally, each firm has its own ",{"text":2007,"type":22,"marks":2008},"pricing",[2009],{"type":31,"attrs":2010},{"href":2011,"uuid":2012,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"text":2014,"type":22}," systems to consider. The bigger your budget, the more services and expert guidance you can afford.",{"text":2016,"type":22,"marks":2017},"  ",[2018],{"type":38},{"type":770,"content":2020},[2021],{"type":18,"content":2022},[2023,2027,2029],{"text":2024,"type":22,"marks":2025},"Communication style – ",[2026],{"type":38},{"text":2028,"type":22},"People typically work with their chosen financial advisor over a number of years throughout all of life’s big events. Therefore, it’s key that you choose someone you get along with and with whom you can easily communicate.",{"text":2016,"type":22,"marks":2030},[2031],{"type":38},{"type":770,"content":2033},[2034],{"type":18,"content":2035},[2036,2040,2042],{"text":2037,"type":22,"marks":2038},"Service requirement – ",[2039],{"type":38},{"text":2041,"type":22},"Some firms specialize in certain services, so it's best to pick one with a high level of experience in your field of interest.",{"text":2016,"type":22,"marks":2043},[2044],{"type":38},{"type":770,"content":2046},[2047],{"type":18,"content":2048},[2049,2053,2055],{"text":2050,"type":22,"marks":2051},"Advice delivery – ",[2052],{"type":38},{"text":2054,"type":22},"Financial advisor firms have different communication and customer management styles. Pick one that delivers advice in a way you find comfortable and easy to understand.",{"text":2016,"type":22,"marks":2056},[2057],{"type":38},{"type":770,"content":2059},[2060],{"type":18,"content":2061},[2062,2066],{"text":2063,"type":22,"marks":2064},"Experience level – ",[2065],{"type":38},{"text":2067,"type":22},"If you need high-level advice and input, you’ll want to opt for a firm with more experience in its field. Smaller, less seasoned companies can easily handle lower-stakes financial management like savings and retirement.",{"type":817,"attrs":2069,"content":2070},{"level":819},[2071,2073],{"text":2072,"type":22},"Get expert financial advice ",{"text":824,"type":22,"marks":2074},[2075],{"type":129,"attrs":2076},{"color":828},{"type":18,"content":2078},[2079],{"text":2080,"type":22},"When exploring Fisher Investment alternatives, you can consider various reputable financial services providers.  ",{"type":18,"content":2082},[2083,2085,2090],{"text":2084,"type":22},"Let Unbiased match you with a financial advisor who can tailor the best strategies for your specific needs and provide expert ",{"text":796,"type":22,"marks":2086},[2087,2089],{"type":31,"attrs":2088},{"href":800,"uuid":34,"anchor":34,"target":35,"linktype":36},{"type":802},{"text":2091,"type":22},".  ",[2093],{"_uid":2094,"image":2095,"title":2097,"component":2109,"breadcrumbs":558},"1b54e14a-5ade-47d9-a48b-49564d3fcd85",{"alt":12,"name":12,"title":12,"filename":2096,"copyright":12,"fieldtype":807},"https://a.storyblok.com/f/185166/658x450/1ce8b142dc/fisher-investments-financial-advisor.webp",{"type":15,"content":2098},[2099],{"type":18,"content":2100},[2101,2103],{"text":2102,"type":22},"5 Fisher Investments alternatives & competitors: ",{"text":2104,"type":22,"marks":2105},"what are my options?",[2106],{"type":25,"attrs":2107},{"class":2108},"primary-gradient","app-hero",{"name":2111,"created_at":2112,"published_at":2113,"updated_at":2114,"id":2115,"uuid":2116,"content":2117,"slug":2126,"full_slug":2127,"sort_by_date":34,"position":2128,"tag_list":2129,"is_startpage":543,"parent_id":2130,"meta_data":34,"group_id":2131,"first_published_at":2132,"release_id":34,"lang":730,"path":34,"alternates":2133,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2118,"_uid":2119,"name":2111,"image":2120,"component":2124,"description":2125},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2121,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2122,"copyright":12,"fieldtype":807,"meta_data":2123,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2135,2151],{"_uid":2136,"list":2137,"image":2138,"cta_link":1116,"cta_text":2143,"component":2144,"visibility":12,"window_label":12,"window_title":2145},"e810a76b-3b53-4aed-a1be-5bc320ca2ba2","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":2139,"alt":2140,"name":12,"focus":12,"title":2140,"source":12,"filename":2141,"copyright":12,"fieldtype":807,"meta_data":2142,"is_external_url":543},65270858779696,"Match with a financial advisor using our smart matching tool","https://a.storyblok.com/f/185166/x/50a604c4c3/regular_mf.webm",{"alt":2140,"title":2140,"source":12,"copyright":12},"Match with a financial advisor","app-banner",{"type":15,"content":2146},[2147],{"type":18,"content":2148},[2149],{"text":2150,"type":22},"Looking for a financial advisor?",{"_uid":2152,"body":2153,"title":2170,"component":2171},"70ce577e-a21f-4640-a8b6-1dcbf0990a07",[2154,2158,2161,2164,2167],{"_uid":2155,"href":2156,"text":2157,"component":542,"openInNewWindow":558},"3c63b7e6-4932-4655-a309-4bd99e4ec0cc","https://www.unbiased.com/discover/financial-advice/fisher-investments-financial-advisor","Fisher Investments review",{"_uid":2159,"href":1108,"text":2160,"component":542,"openInNewWindow":558},"e971e3ee-6c19-4f3c-a2fc-bdfecbfffc54","Fidelity review",{"_uid":2162,"href":1305,"text":2163,"component":542,"openInNewWindow":558},"5905ae59-6fd4-45aa-bf81-3bdece576168","BlackRock  review",{"_uid":2165,"href":1540,"text":2166,"component":542,"openInNewWindow":558},"fd220853-4e47-4c60-ac30-4df87c8e0e49","Morgan Stanley review",{"_uid":2168,"href":1741,"text":2169,"component":542,"openInNewWindow":558},"d4731ace-d77c-4a38-ba74-eabd64f154b3","Goldman Sachs review","Related articles","app-links-list",{"title":2173,"plugin":2174,"og_image":12,"og_title":12,"description":2175,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"5 Top Fisher Investments Alternatives & Competitors","seo_metatags","Looking for the best Fisher Investments alternatives? Discover and compare 5 of the top rated competitors to Fisher Investments here.","app-article",[],[],"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. ",[],"alternatives-to-fisher-investments","discover/financial-advice/alternatives-to-fisher-investments",-3660,[],365590167,"5714c58e-dffd-4dec-bc73-c774efc5866d","2024-08-14T14:20:03.530Z",[],{"left":727,"top":727,"width":2190,"height":2190,"rotate":727,"vFlip":543,"hFlip":543,"body":2191},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2193},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2195,2198,2199],{"title":2196,"exact":558,"href":2197},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2200,"disabled":558},"/discover/financial-advice/alternatives-to-fisher-investments",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2202},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777540119960]