Fisher Investments - Oakbrook Terrace, IL

18W140 Butterfield Road

, Suite 1180

Oakbrook Terrace, IL 60181

Call us

630-568-5382

Appointments are available at this office.

Call or use our contact form to set up time to talk.

About Our Oakbrook Terrace, IL Branch

Photograph of the Oakbrook, Illinois location

When Researching Illinois Investment Advisers, Consider Fisher Investments

Ever since Ken Fisher founded Fisher Investments in 1979, the firm has been committed to providing tailored investment solutions for its clients with personalized service. Over the course of four decades, Fisher Investments has managed assets for both institutional and private clients, while operating under the Fiduciary Standard—an obligation to act within clients’ best interest. Whether we are mapping out the impact of different income strategies, or helping a client navigate life’s major non-financial decisions—like transitioning from the working world into retirement—a Fisher Investments representative located in Oakbrook can help.

As one the world’s largest fee-only registered investment advisers, Fisher Investments manages $197 billion assets under management for 100,000 clients all over the world.* Our clients appreciate our transparent fee structure, based on assets under management, as well as our approach to personalized client service. When you hire Fisher Investments, you can expect to receive services tailored to your financial needs from an investment adviser that can help.


Why Oakbrook, Illinois?

Fisher Investments opened its Oakbrook office to better serve existing and prospective clients in the Chicago suburbs. Located in Oakbrook Terrace about 20 miles west of downtown Chicago, with quick and easy access from I-355, we offer a convenient and comfortable spot for investors to meet with our local representatives to discuss the services we can provide.

We believe in providing all clients with custom approaches to financial management that align with their unique needs. So, whether you prefer to take in Chicago’s art, culture or outdoor activities, let Fisher Investments help you determine your financial objectives and construct a portfolio to meet them, so you can dedicate your time to what matters most.

We are excited to have local representatives in the Oakbrook, Illinois area!


How Does Fisher Investments Differ from Other Chicago-Area Investment Advisers?

Since our founding over 40 years ago, we have grown to become one of the world's largest, fee-only registered investment advisers, serving both private clients and institutional investors. However, we believe it isn't only our established history that sets us apart from other investment advisers and that our client-focused service model speaks for itself.

We believe in building personal relationships with our clients. As a Fisher Investments client, your investment counselor is committed to understanding your financial needs, and is focused on giving you the confidence and service necessary to help you reach your long-term investing goals. You can expect proactive communication on an ongoing basis and the opportunity to engage in client events to help you stay informed on current market movement and portfolio decisions.


Consider Joining the Fisher Family Today

You deserve to hire an investment adviser you can trust—one that identifies your individual needs to help build a plan around your unique financial situation. To learn more about our services, and how they would benefit you as a Fisher Investments client, schedule a consultation with a local representative in Oakbrook, Illinois.

Are you looking to begin or continue a career in Finance? Fisher Investments may be a good fit for you! We offer a wide range of positions spanning across all levels of experience and academic backgrounds. And with over 5,000 employees and growing, we are confident we can find a position that suits your unique interests and skillset. Browse our open Career Opportunities to see if Fisher Investments is a good match for you!

*As of 3/31/2022, Fisher Investments and its subsidiaries manage over $197 billion in assets globally—over $156 billion for private investors, $39 billion for institutional investors and $2 billion for US small to mid-sized business retirement plans.


  • Jay J. Carlson, Senior Vice President at Fisher Investments in Oakbrook Terrace, IL
    Jay J. Carlson
    Senior Vice President

    Oakbrook Terrace IL

    See Profile
  • Jeff McGrew, Regional Vice President at Fisher Investments in Oakbrook Terrace, IL
    Jeff McGrew
    Regional Vice President

    Oakbrook Terrace IL

    See Profile
  • Rick Kennedy, Vice President of Fisher Investments in Oakbrook Terrace, IL
    Rick Kennedy
    Vice President

    Oakbrook Terrace IL

    See Profile
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