5 Fisher Investments alternatives & competitors: what are my options?

1 min read by Unbiased team Last updated January 30, 2025

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.

Key takeaways
  • 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. 

  • Get expert financial advice from an SEC-regulated financial advisor. 

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: 

CompanyFoundedHeadquarters (HQ)Assets Under Management (AUM)
CompanyFoundedHeadquarters (HQ)Assets Under Management (AUM)
Fisher Investments1979Plano, TX$276 billion
Fidelity1946Boston, MA$13.7 trillion
BlackRock1988NYC, NY$10.5 trillion
Morgan Stanley1935NYC, NY$1.19 trillion
Goldman Sachs1869NYC, NY$2.81 trillion
Allworth Financial1993Sacramento, CA$16 billion

5 alternatives to Fisher Investments

There are several Fisher Investments alternatives, some offering similar products and services and others varying in offerings.

These are the top five:

1. Fidelity Investments

Fidelity Investments
Top choice for clients who need help navigating different financial circumstances, goals, and challenges.

Assets under management:

$13.7 trillion

Fee structure:

Fee-only & fee-based

Fee:

0.2%-1.5%

Minimum account sizes:

$50,000

Learn more about Fidelity Investments
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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

BlackRock
Leading global firm providing investment, risk management, and advisory services worldwide.

Assets under management:

$10.5 trillion

Fee:

0.09%-2.50%

Fee structure:

Fee-based

Minimum account sizes:

$250,000 to $1 million

Learn more about BlackRock
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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 

Morgan Stanley
Founded in 1935, Morgan Stanley is a global financial services leader.

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.

Learn more about Morgan Stanley
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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

Goldman Sachs
Goldman Sachs serves ultra-wealthy clients with tailored financial solutions.

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.

Learn more about Goldman Sachs
Speak to an advisor
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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

Allworth Financial
Founded in 1993, Allworth Financial provides tailored financial planning and investment services.

Assets Under Management (AUM):

$16 billion

Fee:

$1,500 ~ $30,000

Fee structure:

Fee-based

Minimum account sizes:
$500,00

Speak to an advisor
Not sure if Allworth suits your needs? Let Unbiased find a financial advisor that does.

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.

Which is the best financial advisory firm for me? 

The best financial advisor firm ultimately depends on what your needs are as a client.  

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.  

  • Budget – Naturally, each firm has its own pricing systems to consider. The bigger your budget, the more services and expert guidance you can afford.  

  • Communication style – 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.  

  • Service requirement – Some firms specialize in certain services, so it's best to pick one with a high level of experience in your field of interest.  

  • Advice delivery – 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.  

  • Experience level – 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.

Get expert financial advice  

When exploring Fisher Investment alternatives, you can consider various reputable financial services providers.  

Let Unbiased match you with a financial advisor who can tailor the best strategies for your specific needs and provide expert financial advice.  

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Unbiased team

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.