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

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....

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Creating an enduring financial advisory business: Lessons from Fisher Investments

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Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role

March 22, 2016 - Fisher Investments, one of the largest registered investment advisers in the U.S., has named long-time employee Damian Ornani to replace billionaire Ken Fisher as CEO. Mr. Ornani, 41, will take over as CEO on July 1. Mr. Fisher, 65, will stay on as executive...

The world's richest people lost $19 billion in 2015

December 29, 2015 - The richest people on Earth became a bit poorer this year. The world's 400 wealthiest individuals shed $19 billion in 2015, according to the Bloomberg Billionaires Index. Falling commodities prices and signs of a slower-growing China spooked investors...

RIA deal mania and why you should care

December 3, 2015 - The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed. To wit: • Lightyear Capital bought a majority position...

    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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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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