Fisher Investments Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on April 7th, 2020*. For data support, email "support@investor.com". Views: 2,572 (trailing six months).

Fisher Investments, federally 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).

Fisher Investments does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

Trusted


Firm Information Value
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 04/07/2020. 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.

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