You have your employees’ backs, we have their future.

We help more employees secure a successful financial future by providing high-quality, low-cost investments and personalized one-on-one financial guidance.

trust we’ve earned

We’re the fastest-growing retirement advisor of our kind.¹

Billion in Assets Under Management²

$6.8

Small and Mid-sized Businesses²

1.8k

Client Satisfaction³

96%

¹Fisher\SMB, is the fastest growing multi-office direct contribution plan advisor serving plans with average plan assets <$40 MM (AUA). Growth calculated using data collected by the National Association of Plan Advisors (NAPA) from firms that annually self-reported, comparing 2022 – 2025 ending AUA.
²Data as of 12/31/25.
³Results as of 2/13/26. Client surveys were completed in the years 2023, 2024, 2025, and 2026. Client survey results are representative of client views at the time collected. Clients are not compensated financially or otherwise for participating in the survey. Survey participants are asked to rank their satisfaction with Fisher\SMB on a scale of 1 to 7, where 7 is very satisfied and 1 is very dissatisfied. Ratings of 6 and above are counted towards our overall satisfaction rating. The survey was made available to all of our plans that are under the dedicated service model; however, we do not survey our group plan populations. Ratings before July 1, 2024 were achieved while still under Fisher Investments.

Client Satisfaction

Why Businesses Trust Fisher\SMB

Discover how our commitment to client satisfaction drives real results. See what our clients are saying and why they stay.

See the Results

We’re for smaller companies that think big.

We support small and mid-sized employers access to the same high-quality investments and employee services typically reserved for large institutions.

Schedule a Consultation

We serve employees like their future depends on it.

Investing can be difficult and require expertise. Without proper guidance, employees may succumb to biases that reduce their returns. That’s why we offer the same proactive outreach and personalized, one-on-one investment guidance to thousandaires as we do to millionaires.

Learn More About Employee Services

Access to investment options reserved for bigger companies.

Smaller businesses may not be able to access retirement plan features available to larger companies. This results in employees paying more and getting less. We provide smaller employers the same options and expertise that larger companies enjoy.

Learn More About Investment Solutions

Hire an advisor, get a partner.

We save you time by serving as your retirement plan’s single point-of-contact and resolving employee questions and vendor issues for you. Leveraging our scale, we negotiate preferred pricing and enhanced service features from vendors, ensuring your business receives the best value and service.

Learn More About Administrative Support

We’re a Fiduciary Advisor.

As a retirement plan advisor focused on small and mid-sized business, we are proud to be CEFEX-certified).⁴ This prestigious certification recognizes firms that voluntarily undergo a rigorous assessment of their practices. It affirms our commitment to putting clients’ interest first and adherence to industry best practices.

Learn More About Fiduciary Services

⁴ Centre for Fiduciary Excellence (CEFEX). Fisher\SMB pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November23, 2024–November 23, 2025.

Independently Recognized Retirement Plan Advisor

CEFEX^® Certification

Centre for Fiduciary Excellence

2026

Top DC Advisor Team

National association of Plan Advisors

2025

⁴Centre for Fiduciary Excellence (CEFEX). Fisher\SMB pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November 23, 2024–November 23, 2025.
⁵National Association of Plan Advisors (NAPA). Fisher\SMB pays an annual membership fee to be eligible for consideration. This award was received on March 24, 2026, and is based on data from December 31, 2024–December 31, 2025.