Fisher\SMB™

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Fisher\SMB™ is a leading retirement plan adviser that specializes in small and medium-sized businesses, offering the hands-on support and tailored solutions needed to help business owners and plan administrators save time, reduce risk, and set their employees up for a comfortable retirement. Since our founding in 2014, our mission has been to help businesses navigate the complexities of offering an employer-sponsored retirement plan by providing the same level of expertise, investment quality, and dedicated employee service that larger corporations enjoy. This commitment has made us the fastest-growing retirement plan adviser of our kind.¹ ¹Fisher Retirement Solutions, LLC dba Fisher\SMB, is the fastest growing multi-office direct contribution plan advisor serving plans with average plan assets <$40 MM (AUM). Growth calculated using data collected by the National Association of Plan Advisors (NAPA), comparing 2022 - 2024 ending AUM. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions

Company Details

Employees
118
Founded
-
Address
6404 International Pkwy,
Industry
Financial Services
Website
https://www.fishersmb.com/
Keywords
401(k) Plan Provider, Fiduciary, 3(38) Retirement Adviser and Retirement Plans.
HQ
Plano, Texas
Competitors
Point72, Expedia Group, ACCURATE MOTORWERKS, INC., Fujitsu, Fisher Investments, Edward Jones, Carnegie Point, Paylocity, Freedom Fiduciaries®, Armbruster Capital Management.
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