firm profile
Fisher Investments
Overview
Fisher Investments is an SEC registered investment adviser based in Plano, TX, registered since 1987. It reports $387B in assets under management across 422,516 accounts, with 4,369 employees. It has 2,984 investment adviser representatives.
- Reported AUM
- $387B
- Discretionary
- 100%
- Accounts
- 422,516
- Average account
- $915K
- Employees
- 4,369
- Advisory reps
- 2,984
- Registered since
- 1987
- Jurisdictions
- 53
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Kenneth Lawrence Fisher Chief Executive Officer, Chairman Board of Managers, Co-Chief Investment Officer CRD 1811355
- Thomas Chapman Fishel Chief Compliance Officer CRD 1157055
- Damian David Ornani President, Client Acquisition, Service CRD 4122498
1 more executive officer, with direct contact details
Advisory reps 3 of 2,984
- Alexander Aaron Investment Adviser Rep CRD 7820054
- Sapida Abbasi Investment Adviser Rep CRD 8031418
- Ashkan Abbassi Investment Adviser Rep CRD 5959695
2,981 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6500 International Pkwy Ste 2050
Plano, TX 75093 - County
- Collin
- Metro area
- Dallas-Fort Worth-Arlington, TX
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: jaycarlsonfisherinvestments.wordpress.com
Every state, with registration dates
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