DBA: FISHER INVESTMENTS
| Total AUM | $386.67B |
| Discretionary | $386.67B100% of AUM |
| Client Accounts | 422,516 |
| Avg Account Size | $915K |
| Employees | 4,369 |
| Peak AUM | $386.67BFeb 2026 |
| AUM CAGR | +18.2% /yrover 25 yrs · 100 filings |
Total AUM
$386.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $386.7B | +29.4% | +26.2% | +19.4% | |
| Discretionary AUM | $386.7B | +29.4% | +26.2% | +19.4% | |
| Total Accounts | 423k | +17.3% | +16.2% | +20.4% | |
| Avg Account Size | $915,159.956 | +10.3% | +8.6% | 0.9% | |
| Employees | 4k | +7.5% | +9.3% | +13.4% | |
| AUM / Employee | $89M | +20.4% | +15.5% | +5.2% | |
Client AUM Segments | |||||
| Wealth AUM | $331.3B | +30.0% | +28.6% | +23.1% | |
| Institutional AUM | $42.4B | +28.4% | +12.9% | +6.5% | |
| Fund / Pooled AUM | $7.7B | +22.4% | +14.7% | 2.4% | |
| Other AUM | $5.3B | +16.1% | +34.2% | +12.9% | |
Client Count Segments | |||||
| HNW Clients | 73k | 1.0% | +1.6% | +15.0% | |
| Institutional | 797 | +17.6% | 24.3% | 0.2% | |
| Pooled / Fund | 49 | +6.5% | 3.8% | 0.8% | |
| Individuals | 126k | +26.1% | +26.7% | +21.7% | |
| Total AUM | $386.67B |
| Discretionary | $386.67B |
| Employees | 4369 |
| Client Accounts | 422516 |
| Client Range | More than 500 |
Address
6500 INTERNATIONAL PKWY
PLANO TX 75093-8222
Phone
800-851-8845
Filing History
100 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$386.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago