Fisher Investments Assets Under Management

Fisher Investments manages over $265 billion* in assets. Fisher Investments maintains three principal businesses: the Private Client Group, Institutional Group and 401(k) Solutions.

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The Private Client Group within Fisher Investments and its affiliates manage over $222 billion for families and individuals worldwide.*

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Fisher Investments Institutional Group manages over $37 billion for organizations including corporate, public and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies.

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Fisher Investments 401(k) Solutions Group oversees more than $4 billion for small- to mid-sized corporate-sponsored retirement plans in the US.

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*As of 3/31/2024. Includes Fisher Investments and its subsidiaries.