Office address: 6500 International Parkway, Suite 2050, Plano, TX 75093
Website: fisherinvestments.com
Year established: 1979
Company type: financial services
Employees: 6,300+
Expertise: asset management, portfolio management, financial planning, retirement solutions, annuity evaluation, institutional investing, ESG investing, global equities, macroeconomic research, client service
Parent company: N/A
Key people: Damian Ornani (CEO); Ken Fisher (chair); Jeff Silk (vice chair); Bill Glaser, Jill Hitchcock, Laurine Garrity, and Justin Arbuckle (EVPs)
Financing status: private equity-backed
Fisher Investments is an independent investment adviser based in Plano. The firm serves clients worldwide and manages $362 billion in AUM for over 190,000 clients as of 2025. The company employs more than 6,300 people and uses a top-down global approach in its portfolio management and investment strategies.
In 1979, Ken Fisher founded Fisher Investments with a strong belief in free capital markets. The firm quickly became known for its research and new approaches to portfolio management. By the early 1980s, the company helped define six investment styles and led the way in US small cap value equity.
In the 1990s, Fisher Investments reached $1 billion in assets and launched new global strategies. The firm opened offices in Woodside, California, and later expanded to Canada and the UK. By 2000, AUM hit $25 billion, and the company entered Germany through a joint venture
The 2010s brought rapid growth and more international offices, including Sydney and several European countries. Fisher Investments launched its 401(k) Solutions and marked $50 billion in assets in 2013. To support a more inclusive workplace and highlight its record of hiring and promoting women, the firm also created a diversity task force in 2019.
In 2023, the company moved its headquarters to Plano, Texas, after changes to Washington state’s tax policy. This move reflected a broader trend of companies leaving high-tax states for more business-friendly locations.
By 2025, the firm managed $362 billion in assets and operated 16 offices globally, including new locations in Saudi Arabia and New Zealand. Fisher Investments continues to grow after more than 45 years, helping clients around the world reach their financial goals.
Fisher Investments has a top-down, global investment approach and focuses on personalized solutions. The firm separates client service, sales, and portfolio management, aiming to give each client specialized attention:
The firm's experienced leadership and strong research team allows it to focus on client interests and adapt strategies as markets change.
Fisher Investments’ culture centers on client interests and a positive work environment. The firm says that employees work together in an open office and are recognized for their contributions. The company highlights several benefits for staff:
Fisher Investments also says that it values diverse perspectives and encourages new ideas from different backgrounds. More than half of its senior EVPs are women who report directly to the CEO. The firm aims to create an inclusive environment where people can thrive.
Damian Ornani serves as CEO of Fisher Investments and has held an executive officer role since 2005. Before becoming CEO, he was president of client acquisition and service; he was also co-president. Fisher earned his undergraduate degree from UC Santa Barbara.
The executive leadership team guides Fisher Investments with deep experience and a focus on client service:
The management team has led Fisher Investments in serving clients for more than 45 years. Their leadership has helped the firm deliver steady guidance and support to clients worldwide.
Fisher Investments brought in Advent International, a private equity firm, and the Abu Dhabi Investment Authority, a sovereign wealth fund, as minority investors. The deal raised up to $3 billion and valued the firm at $12.75 billion after its 2024 announcement.
This move helps the company keep its independence, supports long-term planning, and brings new expertise to the board. The partnership makes sure that the firm can keep serving clients with its unique culture and grow for years to come.
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