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Fisher Investments

EST. AUM
$386,669,724,038

CONTACTS
27

CLIENT ACCOUNTS
422,516

Firm Details

Metro area Dallas
CRD Number 107342
Website fisherinvestments.com
Client types

Overview

Fisher Investments is a privately held, independent, fee-only investment adviser that has been providing discretionary portfolio management services since its founding in 1979 by Ken Fisher. The firm serves a diverse global client base, including high-net-worth individuals, families, small- to mid-sized business retirement plans, and institutional investors such as pension funds, endowments, foundations, and sovereign wealth funds. Headquartered in Plano, Texas, the firm maintains 16 offices across North America, Europe, the Middle East, and other regions, employing more than 6,000 professionals. Fisher Investments is distinguished by its commitment to aligning client interests through a fee-only model, avoiding commissions, and maintaining independence from outside ownership influence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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