Fisher Investments Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Views: 3,310 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Fisher Investments, registered in 1987, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 1,423 advisors. Fisher Investments manages $120.9 billion and provides investment advisory services for 69,327 clients (1:49 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment $500,000
Average Client Balance $1,744,609
Total AUM $120.9 billion
Advisor / Client Ratio 1:49
Headquarters 5525 NW Fisher Creek Drive Camas, WA 98607-9911
SEC Filings View SEC IAPD CRD #107342
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.