Fisher Investments

Registered investment advisor · Plano, Texas · CRD #107342

Assets Under Management

$386.7B

Client Accounts

422,516

Employees

4,369

CRD Number

107342

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Fisher Investments

Fisher Investments is an independent money management firm founded in 1979 by Ken Fisher. The firm specializes in discretionary asset management for high-net-worth individuals, families, institutions, and small business retirement plans worldwide. Headquartered in Plano, Texas, with a primary campus in Camas, Washington, Fisher Investments operates 15-16 offices across 16 countries and employs over 6,300 people. As of September 30, 2025, the firm manages more than $362 billion in assets for over

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Fisher Investments

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Frequently Asked Questions

What is Fisher Investments's AUM?

Fisher Investments reports approximately $386.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Fisher Investments headquartered?

Fisher Investments is headquartered in Plano, Texas.

What is Fisher Investments's CRD number?

Fisher Investments's CRD number is 107342. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.