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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-26-1987
- Office Locations
- 291
Office Locations
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.
Reported data analysis
What the numbers show
Between September 10, 2025 and April 2, 2026, reported AUM increased 29.4%, from $298.7B to $386.7B.
Across 5 reported observations, AUM increased 85.1% between April 11, 2022 and April 2, 2026, from $208.9B to $386.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1,948 advisory representatives and 199,922 clients, or 102.6 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 291 reported office locations and 39 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Fisher Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAMIAN DAVID ORNANI
Chief Executive Officer
- CRD
- #4122498
- Ownership
- 10% but less than 25%
THOMAS CHAPMAN FISHEL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Alexander Aaron
Vice President
- CRD
- #7820054
SAPIDA ABBASI
--
- CRD
- #8031418
Showing 2 of 2938 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,669,724,038 | $915,160 |
| Non-Discretionary | $0 | -- |
| Total | $386,669,724,038 | $915,160 |
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Separately Managed Accounts
SMA allocation detail is available
Fisher Investments has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fisher Investments's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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