Fisher Investments

RIASEC Registered

Total AUM

$387B

Discretionary

$387B

100% of AUM

Avg account

$915K

Accounts

422,516

Employees

4,369

Advisory reps

2,985

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 an independent, U.S.-based registered investment adviser that provides portfolio management and financial planning across individual, family, and institutional client segments. The firm offers advisory services for separate accounts, pooled vehicles and investment companies, and charges both asset-based fees and performance-linked fees. Fisher identifies as an active ESG investor and participates as an adviser, sponsor/GP and manager of pooled vehicles. The firm is registered with the SEC and initially registered in 1987. Fisher has been recognized in industry rankings, including placement on the Financial Times Top 300 RIA Firms list (2020) and repeated inclusion on Citywire’s 50 Growers Across America list (2023, 2025, 2026).