Fisher Investments
Plano, TX·SEC-registered · CRD #107342
Fisher Investments is an SEC-registered investment advisory firm in Plano, TX managing $387B across 423k client accounts, with 1.9k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$387B
Client accounts
423k
Advisory staff
1.9k
Fee model
Fee-only
How Fisher Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL FISHER INVESTMENTS
See how Fisher compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Fisher Investments. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Fisher Investments? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Fisher Investments
How much does Fisher Investments manage?
Per its most recent SEC Form ADV filing (04/02/2026), Fisher Investments reports $387B in regulatory assets under management across roughly 423k client accounts.
How does Fisher Investments charge?
Fisher Investments is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fisher Investments a fiduciary?
Yes. Fisher Investments is registered with the U.S. Securities and Exchange Commission (CRD #107342), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fisher Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fisher Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Plano, TX
Profile compiled from Fisher Investments's public SEC Form ADV filing (CRD #107342, filed 04/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fisher Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fisher Investments? Claim this profile.