Retirement: You Picture It, We Plan It

For over 45 years, we’ve advised high net worth retirees and their families. See how investors with $1M+ benefit from our experience.

Personal consultations are available for those with $1,000,000+ in investable assets.

Retirement: You Picture It, We Plan It

For over 45 years, we’ve advised high net worth retirees and their families. See how investors with $1M+ benefit from our experience.

Personal consultations are available for those with $1,000,000+ in investable assets.

Retirement:

You Picture It. We Help Plan It.

For over 45 years, we’ve advised high net worth retirees and their families. See how investors with $1M+ benefit from our experience.

Personal consultations are available for those with $1,000,000+ in investable assets.

Retirement:

You Picture It. We Help Plan It.

For over 45 years, we’ve advised high net worth retirees and their families. See how investors with $1M+ benefit from our experience.

Personal consultations are available for those with $1,000,000+ in investable assets.

Retirement:

You Picture It. We Help Plan It.

For over 45 years, we’ve advised high net worth retirees and their families. See how investors with $1M+ benefit from our experience.

Personal consultations are available for those with $1,000,000+ in investable assets.

Client-Focused Wealth Management

We help investors grow and maintain their wealth by personalizing their plans, actively managing their portfolio and never selling commission-based investment products.

190,000+

individuals, families, businesses and institutions around the world

$362 Billion

in assets under management,
as of 9/30/2025

45+ Years

experience serving clients and helping them achieve their investment objectives

6,300

employees dedicated to your financial goals

USA Today

Best Financial Advisory Firms

Recognized for strong client satisfaction and industry-leading performance.

Kiplinger Readers’ Choice Awards:

Wealth Managers

Outstanding accolades for Quality of Advice and Overall Satisfaction.

AsianInvestor

2025 Best Equity Manager

Awarded for exceptional performance, innovation and leadership.

Kiplinger Readers’ Choice Awards:

Overall Satisfaction

Recognized by readers for experience and performance.

Citywire RIA’s 2025

50 Growers Across America

One of the fastest-growing investment advisers in the US.

Get to Know Fisher Investments

We help clients achieve their long-term goals through personalized wealth management with the help of our Investment Policy Committee, a team of professionals with 150+ combined years of experience. As a fee-only fiduciary, our advice aligns with client objectives, because we do better when our clients do better.

For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States

Your privacy is extremely important to us. View our privacy policy.

California and Oregon residents here

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

No cost and no obligation beyond completing a short request form and brief survey.

© 2025 Fisher Investments. All rights reserved.

For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States

Your privacy is extremely important to us. View our privacy policy.

California and Oregon residents here

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

No cost and no obligation beyond completing a short request form and brief survey.

© 2025 Fisher Investments. All rights reserved.

For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States

Your privacy is extremely important to us. View our privacy policy.

California and Oregon residents here

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

No cost and no obligation beyond completing a short request form and brief survey.

© 2025 Fisher Investments. All rights reserved.

For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States

Your privacy is extremely important to us. View our privacy policy.

California and Oregon residents here

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

No cost and no obligation beyond completing a short request form and brief survey.

© 2025 Fisher Investments. All rights reserved.