Fisher Investments Review

Trust Score 97%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Fisher Investments, federally registered in 1987, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 1,237 advisors. Fisher Investments manages $94.1 billion and provides investment advisory services for 57,421 clients (1:47 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,638,909
Hybrid Advisor No
Disciplinary History No
Total AUM $94.1 billion
Advisor / Client Ratio 1:47
Headquarters 5525 NW Fisher Creek Drive Camas, WA 98607-9911
SEC Filings Forms and Brochures    (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

Questions & Answers

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Michael wrote: Does Fisher work with Fidelity as custodian?

4 months ago
Response from Jessica H at

Yes, Fidelity is one of the current custodians with whom Fisher Investments works.

David wrote: Whom do you use as custodian? Can you manage accounts at Schwab or TD?

11 months ago
Response from Jessica H at

Fisher Investments works with multiple large custodians, including Charles Schwab and TD Ameritrade.