Fisher Investments:
The Largest Fee-Based Financial Advisor

Recently Released!!!
Date Published: October 2011
126 Slides

Fisher Investments was founded in 1973 and is based in Woodside, CA. The firm has 5 offices, 900 employees, 18,000 clients, $35 billion assets under management, & generates $300 million revenues. The company is led by its CEO Ken Fisher. Fisher Investments' web sites can be found at,,,,,,,,,, &

Fisher Investments's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Institutional Only Phase
  • Early Private Client Focus & Key Staff Acquisitions Phase
  • Success Phase
Its profile includes the key statistics of the firm, including offices, employees, clients, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Institutional Group
  • Private Client Group
And its profile concludes with the highlights of its organizational structure & ownership.

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