Fisher Investments

Fisher Investments

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5525 NW Fisher Creek Drive

Camas, WA 98607-9911

800-851-8845

fisherinvestments.com

No. advisers: 1,359

AUM: $71,789,691,574

Asset Breakdown

Staff
Employees 1359
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $71,789,691,574 65,848 $1,090,233
Non-discretionary 0 0 $0
Total $71,789,691,574 65,848 $1,090,233

Thomas James recognized for his impact on financial planning

April 18, 2018 - For Thomas James, the chairman emeritus of Raymond James Financial, innovation didn't come from quiet contemplation on a mountain top. It was born from necessity, such as his appointment as the company's chief executive, at the age of 27, just before...

Like it or not, annuities are coming to retirement plans

April 7, 2018 - Some would argue that annuities and 401(k) plans should never mix. To those individuals, we say brace yourselves, because legislation is being considered in Congress that could clear a path for more employers to offer annuity products in their retirement...

Fisher Investments growing fast in 401(k) market

April 3, 2018 - Fisher Investments, one of the largest registered investment advisers in the country, is rapidly growing its fledgling 401(k) advisory business, which some industry observers see as an emerging threat to retirement plan advisers working with smaller 401(k)s....

Are annuities finally getting some respect?

March 31, 2018 - For years, financial advisers have had a love-hate relationship with annuities. The financial products, which offer a guaranteed stream of income, have long been maligned by some financial advisers and the broader public as being costly, confusing and...

Advisers should make the most of volatility for clients

March 29, 2018 - How did your clients do during this year's early volatility? I'm not talking about their portfolios — how did they handle it, as people? Did it surprise and rattle them? Did they want to react? Go to cash? Such responses are common, as markets' swings...

Largest fee-only RIAs by region, based on assets under management

December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...

401(k) DCIOs: Some are folding, holding and doubling down

August 16, 2017 - Editor's note: This story was updated on Aug. 18, based on additional information received from Russell Investments. All segments of the 401(k) market are going through the early stages of maturity, led by record keepers and broker-dealers, with advisers...

RIA Rundown: By the Numbers

June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....

How to serve clients during a Trump presidency

May 17, 2017 - Since last November's presidential election, politics have dominated so many conversations. Investing, of course, is no exception. Many investors question what a Trump presidency means for markets. Some worry he'll introduce sweeping changes. Others hope...

An insider's view of the inaugural Icons and Innovators luncheon

April 12, 2017 - I was honored and grateful to attend the inaugural InvestmentNews Icons and Innovators awards luncheon on April 3 as both a participant and an honoree. I have to confess I felt like the lightweight in the room. The awards luncheon, which took place on...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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