Fisher Investments

RIASEC RegisteredEst. 1987

Total AUM

$387B

Discretionary

$387B

100% of AUM

Avg account

$915K

Accounts

422,516

Employees

4,369

Advisory reps

2,939

Firm details

Headquarters: Plano, Texas
CRD number: 107342
Registered since: March 26, 1987
Website: www.fisherinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI73.19%
Individuals12.5%
State / Municipal Government6.14%
Pooled Investment Vehicles1.92%
Pension & Profit Sharing Plans1.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fisher Investments is a privately held limited liability company founded in 1987 that manages portfolios for both individual/family clients and institutional investors. The firm provides financial planning and portfolio management across individual, pooled vehicle, investment company and institutional mandates, and it also acts as sponsor or managing member for pooled investment vehicles. Fee arrangements include both a percentage-of-AUM model and performance-based fees. Fisher Investments reports being an active ESG investor and does allocate to third-party alternative managers in certain strategies. The firm has been recognized in industry lists, including a Financial Times Top 300 RIA placement in 2020 and Citywire’s 50 Growers Across America in 2023 and 2025.