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As of 12/31/2025. Includes Fisher Investments and its affiliates.

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*No cost and no obligation beyond completing a short request form and brief survey. Personal consultations are available for those with at least $1,000,000 in investable assets.

Years experience

Billion in AUM**

Clients around the world**

Dedicated employees**

**As of 12/31/2025

Years experience

Billion in AUM**

Clients around the world**

Dedicated employees**

**As of 12/31/2025

Years experience

Billion in AUM**

Clients around the world**

Dedicated employees**

Need a Second Opinion on Your Portfolio’s Performance?

Book a complimentary portfolio review** where we will:

Find out if you’re on track to hit your retirement goals

Benchmark your current portfolio against industry standards

Give you concrete steps to help better your financial situation

Book a complimentary portfolio review** where we will:

Find out if you’re on track to hit your retirement goals

Benchmark your current portfolio against industry standards

Give you concrete steps to help better your financial situation

Book a complimentary portfolio review** where we will:

Find out if you’re on track to hit your retirement goals

Benchmark your current portfolio against industry standards

Give you concrete steps to help better your financial situation

Personal consultations are available for those with at least $1,000,000 in investable assets.

“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”

Bill, 10-year client from OH

Clients are uncompensated for testimonials, which reflect their views at the time.

“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”

Bill, 10-year client from OH

Clients are uncompensated for testimonials, which reflect their views at the time.

“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”

Bill, 10-year client from OH

Clients are uncompensated for testimonials, which reflect their views at the time.

Schedule a Complimentary Portfolio Review Today

We've helped thousands of investors through difficult market conditions-get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.

*No cost and no obligation beyond completing a short request form and brief survey.

** Personal consultations are available for those with at least $1,000,000 in investable assets.

Schedule a Complimentary Portfolio Review Today

We've helped thousands of investors through difficult market conditions-get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.

*No cost and no obligation beyond completing a short request form and brief survey.

** Personal consultations are available for those with at least $1,000,000 in investable assets.

Schedule a Complimentary Portfolio Review Today

We've helped thousands of investors through difficult market conditions-get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.