Fisher Investments Competitors and Market Players

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Fisher Investments has some notable competitors in the investment management industry. Vanguard Group is one of the largest competitors, offering low-cost index funds and ETFs.

Vanguard's low-cost approach has disrupted the traditional investment management model, making it a strong competitor to Fisher Investments.

Vanguard's assets under management (AUM) have grown significantly over the years, reaching $7.4 trillion in 2020.

Explore further: Wealthfront Competitors

Fisher Investments Competitors

Fisher Investments has several competitors in the financial services industry.

Wellington-Altus specializes in independent wealth management and offers a range of financial services within the wealth advisory sector.

Fisher Investments is often compared to other companies such as Legg Mason, which runs a global asset management firm.

Aberdeen Asset Management is another competitor, a global investment management group managing assets for both institutional and retail clients.

Natixis, BlackRock, Invesco, Northern Trust, First Trust, Massachusetts Financial Services Company, and Franklin Templeton are also top competitors of Fisher Investments.

Here are the top 10 Fisher Investments competitors:

  • Wellington-Altus
  • Legg Mason
  • Aberdeen Asset Management
  • Natixis
  • BlackRock
  • Invesco
  • Northern Trust
  • First Trust
  • Massachusetts Financial Services Company
  • Franklin Templeton

Salaries and Job Information

Credit: youtube.com, Lifelong Careers at Fisher Investments

Fisher Investments salaries are significantly higher than some of its competitors, with an average salary of $70,442, compared to $65,353 at CIBC Oppenheimer Holdings Inc.

In terms of hourly salary, Fisher Investments employees earn around $33.87 per hour, while those at CIBC Oppenheimer Holdings Inc earn $31.42 per hour.

Fisher Investments also has a higher average salary than some of its other competitors, such as The Wireless Experience, which has an average salary of $41,820.

Here's a comparison of average salaries at Fisher Investments and some of its competitors:

Keep in mind that these figures are based on averages and may not reflect individual salaries.

Salaries

Salaries can vary significantly across different companies in the financial industry. Fisher Investments' average salary is $70,442, which is higher than CIBC Oppenheimer Holdings Inc's average salary of $65,353.

Fisher Investments' average salary is also higher than Stone Street Capital's average salary of $64,990. In fact, Fisher Investments' average salary is the highest among the three companies mentioned.

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One notable difference between Fisher Investments and its competitors is the average hourly salary. Fisher Investments' average hourly salary is $33.87, which is higher than CIBC Oppenheimer Holdings Inc's average hourly salary of $31.42.

Here are the average salaries for some of Fisher Investments' competitors:

Fisher Investments' average salary is also lower than some of its competitors, such as Edelman Financial Engines, which has an average salary of $104,452.

Vanguard Other

In retirement, a balanced mix of income sources is key to financial stability. You can expect ~180K from 4.5M invested in stocks/bonds, adjusted for inflation and relatively low risk.

Some people rely on real estate for a significant portion of their income, earning ~125K per year. However, this investment typically carries more risk than stocks or bonds.

Post-retirement salary or wages can also provide a steady income, but it's essential to consider whether this income is indefinite.

Social Security benefits can help close the gap, but it's not explicitly mentioned in this scenario. Reduced expenses can also make a big difference in achieving financial stability.

Wooden tiles spelling ETF growth on a wooden surface, symbolizing investment strategy.
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Vanguard is a popular investment option, but it's worth noting that fees can add up quickly. Expect ~2% fees from both direct (AUM) and fund fees, which translates to ~$90K per year on a 4.5M investment.

If you're able to liquidate your real estate and private equity, a safe withdrawal rate on $8M would give you ~$320K per year, inflation-adjusted.

Demographics and Diversity

Fisher Investments competitors have a diverse workforce, but the demographics vary across companies. Fisher Investments has a significantly higher percentage of male employees at 70%, compared to its competitors.

In terms of gender, Cambridge Associates has the smallest gap between male and female employees, with 57% of males and 43% of females. State Street and Wellington Management also have a relatively small gap, with 61% and 60% of males, respectively.

Here's a breakdown of the gender demographics across Fisher Investments competitors:

Fisher Investments and its competitors also have varying levels of diversity in terms of race. Fisher Investments has a relatively low percentage of Hispanic or Latino employees at 17%, while Capital Alliance has a higher percentage at 27%.

Demographics

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Credit: pexels.com, Two businessmen analyze financial documents during a meeting, focusing on data trends and performance.

Demographics play a significant role in shaping the diversity of a company. Let's take a look at the demographics of some investment companies.

Fisher Investments has a workforce that is 56% white, 17% Hispanic or Latino, 7% Black or African American, 15% Asian, and 5% unknown.

The diversity score for Fisher Investments is 9.7, indicating a relatively high level of diversity.

State Street has a slightly higher percentage of white employees at 60%, but similar percentages for Hispanic or Latino, Black or African American, and Asian employees.

Stifel Financial has the highest percentage of white employees at 66%, followed closely by State Street.

The diversity scores for the companies listed range from 9.2 to 9.8, indicating a generally high level of diversity.

Here's a breakdown of the demographics for the companies listed:

Compare Gender

Let's take a closer look at the demographics of some top investment firms. Fisher Investments stands out as having a significantly higher proportion of male employees, with 70% of Capital Alliance roles held by men compared to 31% held by women.

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Credit: pexels.com, Young Woman in White Long Sleeve Shirt Holding Financial Book Report and Standing with Her Colleagues Inside an Office

Fisher Investments is not alone in this trend, as Cambridge Associates, Stifel Financial, Wellington Management, and State Street also have a substantial majority of male employees.

However, it's worth noting that Fisher Investments has the largest disparity in gender representation among the firms listed, with a 39-point difference between male and female employees.

Here's a comparison of the gender representation at these firms:

Frequently Asked Questions

Which is better, Raymond James or Fisher Investments?

Raymond James Financial outperformed Fisher Investments in 9 key areas, including culture, diversity, and career opportunities. However, Fisher Investments excelled in compensation and benefits, making it a strong contender for those prioritizing financial rewards.

What is the downside of Fisher Investments?

Fisher Investments has two main downsides: high fees and a high minimum investment requirement of $500,000. This makes it a costly option for those with lower net worth, but may be suitable for high-net-worth individuals.

Who is better, Fisher or Fidelity?

Fisher Investments is ideal for experienced investors seeking wealth growth, while Fidelity is better suited for those seeking comprehensive brokerage and financial services. Choose the one that aligns with your investment goals for a tailored experience.

Felicia Koss

Junior Writer

Felicia Koss is a rising star in the world of finance writing, with a keen eye for detail and a knack for breaking down complex topics into accessible, engaging pieces. Her articles have covered a range of topics, from retirement account loans to other financial matters that affect everyday people. With a focus on clarity and concision, Felicia's writing has helped readers make informed decisions about their financial futures.

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