Fisher Investments

RIASEC Registered

Total AUM

$387B

Discretionary

$387B

100% of AUM

Avg account

$915K

Accounts

422,516

Employees

4,369

Advisory reps

3,028

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 registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm is SEC-registered (initial registration in 1987) and offers a mix of financial planning and discretionary portfolio management across individual accounts, pooled vehicles, and investment companies. Its fee model combines asset-based fees with performance-linked fees. Fisher identifies as an active ESG investor and participates as a sponsor/manager of pooled investment vehicles and related adviser roles.