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FISHER INVESTMENTS
Legal name: FISHER ASSET MANAGEMENT, LLC
CRD 107342File 801-29362
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.67B
Top 10% of cohort (national)
Discretionary AUM
$386.67B
Clients
199,918
422,516 accounts
Employees
4,369
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 26, 1987
- Principal office
- 6500 INTERNATIONAL PKWY, STE 2050, PLANO, TX, 75093-8222
- Phone
- 800-851-8845
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.67B
- Discretionary AUM
- $386.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 422,516
- Non-discretionary accounts
- 0
- Total accounts
- 422,516
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 672 | $1.31B |
| Non-U.S. persons | Fewer than 5 | $5.79B |
| Insurance companies | Fewer than 5 | $891.4M |
| Investment companies | 3 | $249.5M |
| Charitable organizations | 25 | $4.11B |
| Other investment advisers | 11 | $5.24B |
| High net worth individuals | 125,844 | $283.02B |
| Pooled investment vehicles | 46 | $7.41B |
| Pension and profit sharing plans | 73 | $6.50B |
| State or municipal government entities | 20 | $23.74B |
| Individuals (other than high net worth individuals) | 73,217 | $48.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 199922 | 199918 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.