F
$386.7B Total AUM
$386.7B Disc. AUM
11.3% 3Y CAGR
4,369 Employees
199,922 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- BeaconOak unison +more
- Established Date
- 03-26-1987
- Office Locations
- 263
Office Locations
13100 Skyline Blvd. Woodside CA
1450 Fashion Island Blvd SAN Mateo CA
3109 W DR Martin Luther King JR DR Suite 600 Tampa FL
About Fisher Investments
Fisher Investments is a global investment adviser serving individuals and families with tailored portfolios, personalized service and financial planning resources, and institutions including corporations, pensions, endowments and sovereign wealth funds. Portfolio strategy is set by a five-member Investment Policy Committee with 150+ years’ combined experience. Public profile data indicates its SMA assets are primarily implemented using ETFs.
Team overview
35 AVG AGE
$198.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.3 yrs AVG TENURE
4,369 Employees
1,948 Advisory Reps
2,520 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Legacy Matrix bridge Radial prime
Client Personas
Summit beacon Vector glacier
Custodian
Fusion element Eagle frontier Vertex Wave Beacon Catalyst
Investment Themes
Insight Harbor wave Pioneer Legacy Vertex unison Catalyst Pathway frontier
Investment Vehicles
Delta wave Foundation
Services
Summit pioneer Radial summit Atlas value Alpha Harbor Signal crest Ember ridge Matrix Alpha Atlas Optima Eagle
Technology
Eagle beacon Beacon summit Delta pathway Vital north Value Capital
Owner & Executives
D
DAMIAN DAVID ORNANI
Chief Executive Officer
- CRD
- #4122498
- Ownership
- 10% but less than 25%
(287) 860-9366
value.value@pioneercapital.com
in linkedin.com/in/value-capital
T
THOMAS CHAPMAN FISHEL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(833) 967-9077
radial.north@frontiercapital.com
in linkedin.com/in/horizon-capital
V
Vertex prime
Unison oak
- CRD
- #79361
- Ownership
- 22.9%
(702) 341-5462
meridian.glacier@pioneercapital.com
in linkedin.com/in/prime-element
Showing 2 of 4 owners & executives
Unlock allContacts
Alexander Aaron
Vice President
- CRD
- #7820054
(678) 512-1089
alpha.catalyst@ridgecapital.com
in linkedin.com/in/alpha-eagle
S
SAPIDA ABBASI
--
- CRD
- #8031418
(447) 329-2388
north.quantum@summitcapital.com
in linkedin.com/in/vital-glacier
M
Meridian signal
Peak atlas atlas
- CRD
- #47900
(621) 412-2199
legacy.signal@optimacapital.com
in linkedin.com/in/eagle-eagle
Showing 2 of 2690 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,669,724,038 | $829,537 |
| Non-Discretionary | $0 | -- |
| Total | $386,669,724,038 | $829,537 |
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Separately Managed Accounts
Total SMA Asset: $379,013,645,145
Equity - Exchange:
32.8% Public Funds:
42.3% Cash:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,951,188,898 | 32.8% |
| Public Funds | $3,805,953,975 | 42.3% |
| Cash | $2,240,384,255 | 24.9% |
| Total | $8,997,527,128 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION BRIDGE | HARBOR ALPHA | ZSWBWKO7W | NZP | 1.55% | $116,862,868 |
| FUSION QUANTUM FUSION | CAPITAL VITAL | 9U7RXOYTW | TUVZA | 11.54% | $37,150,279 |
| EMBER PRIME | EMBER LEGACY | NWVTZJ1G4 | VGFED | 6.26% | $50,162,775 |
| GLACIER BEACON | ELEMENT HORIZON | O09AWFR6Y | MPV | 2.23% | $43,459,621 |
| TIMBER TIMBER SIGNAL | MERIDIAN FOCUS | YLGQJNDT3 | MRQ | 6.66% | $37,846,697 |
| SUMMIT ELEMENT | NORTH CAPITAL | 2XDDW6EHS | EKU | 9.11% | $73,338,819 |
| HORIZON VITAL DELTA | NORTH DELTA | HJ6OECC2F | HVPXZ | 8.47% | $101,347,749 |
| DELTA OAK MERIDIAN | RADIAL HARBOR | FLG4XUZCW | RWJMX | 3.55% | $110,449,824 |