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FISHER INVESTMENTS

PLANO, TX · CRD 107342 · IAPD ↗ · jaycarlsonfisherinvestments.wordpress.com · 800-851-8845

$386.67BRegulatory AUM
1948Advisory reps
4369Employees
0Clients
More than 500Planning clients
4Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — FISHER INVESTMENTS reported RAUM up 29% ($298.73B -> $386.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2026 — FISHER INVESTMENTS grew from 1869 to 1948 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — FISHER INVESTMENTS grew from 1613 to 1869 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — FISHER INVESTMENTS grew from 1574 to 1613 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.