Firm profile

FISHER INVESTMENTS

PLANO, TXCRD 107342Latest ADV April 2, 2026

Fisher Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated April 2, 2026, reports $386.7B in regulatory assets under management, 4,369 employees, 11 offices, and 422,516 accounts.

Assets Under Management
$386.7B
Employees
4,369
Offices
11 offices
Total Clients
199,922
Primary office
PLANO, TX
6500 INTERNATIONAL PKWY, STE 2050, PLANO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODamian D. Ornani
CCOThomas C. Fishel
CIOKenneth L. Fisher

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
125,844
2
Individuals
36.6%
73,217
3
Corporations
0.3%
672
Additional categories (<0.1%)
Pension Plans73 clients
Pooled Investment Vehicles46 clients
Charitable25 clients
Government20 clients
Other Advisers11 clients
Insurance Cos.<5 clients
PROPRIETARY ACCOUNTS<5 clients
Investment Cos.<5 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$386.7Bas of April 2, 2026
Discretionary100.0%
$386.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$386.7B
Total Accounts422,516
10Y AUM Change+$314.9B (+438.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4,369
Clients per Employee46:1
10Y Employee Change+3,010 (+221.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.