Data / Investment advisers / Texas / Fisher Investments
Fisher Investments, Plano, TX: $387 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fisher Investments is an SEC registered investment adviser with its main office in Plano, Texas and reports $387 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, individuals and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 107342
- SEC file number
- 801-29362
- SEC status
- Approved, effective March 26, 1987
- Legal name
- Fisher Asset Management, LLC
- Main office
- 6500 International Pkwy Ste 2050, Plano, TX 75093
- Phone
- (800) 851-8845
- Website
- jaycarlsonfisherinvestments.wordpress.com
- Regulatory AUM
- $386,669,724,038 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $386,669,724,038
- Accounts
- 422,516
- Employees
- 4,369, of which 1,948 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $301,145,010
- Other offices
- 11
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125,844 | $283.02 billion |
| Individuals (other than high net worth individuals) | 73,217 | $48.32 billion |
| State or municipal government entities | 20 | $23.74 billion |
| Pooled investment vehicles | 46 | $7.41 billion |
| Pension and profit sharing plans | 73 | $6.50 billion |
| Sovereign wealth funds and foreign official institutions | 3 | $5.79 billion |
| Other investment advisers | 11 | $5.24 billion |
| Charitable organizations | 25 | $4.11 billion |
| Corporations or other businesses | 672 | $1.31 billion |
| Insurance companies | 4 | $891.4 million |
| Investment companies | 3 | $249.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $386.67 billion | February 11, 2026 |
| December 1, 2025 | $298.73 billion | September 10, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Catalyst Strategic Solutions | Plano | $52.37 billion | Not listed | adviserinfo.sec.gov |
| Retirement Planners of America | Plano | $3.59 billion | Not listed | adviserinfo.sec.gov |
| SFMG Wealth Advisors | Plano | $2.96 billion | 1 | adviserinfo.sec.gov |
| Astra Wealth Management Group | Plano | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Parkway Wealth Management Group, LLC | Plano | $1.22 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Fisher Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.