Fisher Investments is majority owned by founder Ken Fisher, who holds more than 70 percent of voting shares, while Advent International and the Abu Dhabi Investment Authority hold a minority stake purchased for about 3 billion dollars in a deal completed in January 2025. It is not a publicly traded company.
Fisher Investments is a fee only money management firm that provides personalized portfolio management for individuals, institutions, and retirement plan participants, and it is widely known for its extensive advertising built around a no commission approach.
Ken Fisher founded the firm in 1979, and it has grown into a business managing more than 441 billion dollars in assets, a scale that helped attract the 2025 minority investment from Advent International and the Abu Dhabi Investment Authority.
So how does a firm started by one investor in 1979 end up managing more than 441 billion dollars while a sovereign wealth fund buys a stake in it, and who really controls Fisher Investments today?
This article looks at Fisher Investments ownership structure, its largest shareholders, its CEO and founder, how ownership has changed over time, how much the company is worth, its retirement and investment services, and how to reach Fisher Investments customer support.
So let us get started.
Table of Contents
Fisher Investments Company Overview
Fisher Investments is a fee only money management firm that provides personalized portfolio management for individuals, institutions, and retirement plan participants.
The firm serves private clients, institutional investors, and 401(k) plan participants across the United States and several other countries.
It is widely known for its extensive television and online advertising, often centered on its fee only, no commission approach to investing.
| Company | Details |
|---|---|
| Founded | 1979 |
| Founder | Ken Fisher |
| Headquarters | Plano, Texas |
| CEO | Damian Ornani |
| AUM | $441 billion (June 2026) |
| Structure | Private, majority founder owned |
Fisher Investments Ownership and Parent Company
Fisher Investments does not have a controlling outside parent company, since founder Ken Fisher retains more than 70 percent of the firm’s voting shares.
Advent International, a global private equity firm, and the Abu Dhabi Investment Authority, a sovereign wealth fund, together hold a minority common stock investment in the firm.
That minority stake was finalized in January 2025 for roughly 3 billion dollars, valuing Fisher Investments at about 12.75 billion dollars at the time.
Readers interested in how a similarly large wealth management business is owned can compare with our article on who owns Merrill Lynch.
Fisher Investments Public or Private, Shareholders
Fisher Investments is a private company and does not trade on any public stock exchange.
Its known shareholders include founder Ken Fisher as the controlling voting shareholder, along with Advent International and the Abu Dhabi Investment Authority as minority investors.
Company employees may also hold equity interests, though detailed individual ownership percentages beyond the Fisher, Advent, and ADIA stakes are not fully public.
Fisher Investments CEO and Founder
Damian Ornani has served as Chief Executive Officer of Fisher Investments since 2016, after previously leading the firm’s Private Client Group.
Ken Fisher founded the company in 1979 and now serves as Executive Chairman and Co Chief Investment Officer, stepping back from the CEO role while remaining deeply involved in investment decisions.
Ken Fisher is also widely known outside the firm as a longtime Forbes columnist and author of several investing books.
Fisher Investments Ownership and Acquisition History
Fisher Investments grew largely through organic client acquisition and heavy marketing rather than through buying other firms.
The 2025 minority investment marked the first time outside institutional investors took a meaningful stake in the company since its founding.
Fisher Investments Financials: Revenue, Net Income, AUM or Valuation
Fisher Investments and its affiliates managed more than 441 billion dollars in assets as of June 30, 2026, according to the company’s own published figures.
That total includes over 374 billion dollars in its Private Client Group and more than 66 billion dollars in its Institutional Group.
As a private company, Fisher Investments does not disclose detailed annual revenue or net income figures publicly, though its January 2025 funding round valued the firm at roughly 12.75 billion dollars.
Fisher Investments also publishes market commentary and investor education content aimed at helping clients understand global market cycles and long term planning.
Fisher Investments Retirement and Investment Services
Fisher Investments manages retirement portfolios for individuals, including assets held in traditional IRA, Roth IRA, and rollover IRA accounts.
The firm also offers 401(k) solutions for employers through Fisher Investments 401(k) Solutions, aimed at plan sponsors seeking a fiduciary advisor.
Its Private Client Group focuses on personalized portfolio management rather than off the shelf mutual funds, typically requiring a minimum investment.
For readers weighing a large annuity based competitor for retirement income, our guide on who owns The Hartford may also be useful.
Fisher Investments Customer Service and Contact Information
Prospective clients and general inquiries can reach Fisher Investments at 888 823 9566.
Existing clients have a separate dedicated line at 800 550 1071 for account related questions.
Institutional investors can contact the firm directly at 650 851 3334, according to Fisher Investments’ official contact page.
Fisher Investments serves clients not only in the United States but also in the United Kingdom, Canada, Germany, Japan, and several other countries through regional offices.
Fisher Investments Headquarters
Fisher Investments moved its primary headquarters to Plano, Texas in 2023, after decades based in Camas, Washington.
The firm continues to maintain a significant presence in Camas, Washington along with offices in several other U.S. and international locations.
The firm’s account minimums are generally higher than those of many robo advisors, which positions it toward investors with larger portfolios seeking a dedicated relationship manager.
Is Fisher Investments Worth It or Good?
Fisher Investments maintains a business profile on the Better Business Bureau, where it discloses its accreditation status and any filed complaints.
The firm also has a Trustpilot page where clients leave reviews about their experience with its advisory services and marketing approach.
- Fee only structure with no commissions on trades
- Personalized portfolio management rather than pooled funds
- Large, well established firm with decades of history
- Typically requires a substantial minimum investment
- Heavy marketing style is not for every investor
- Annual fees can exceed those of low cost robo advisors
Investors should compare Fisher Investments’ fee schedule and minimums with other advisory firms and consider a consultation before committing retirement savings to any single manager.
Frequently Asked Questions About Fisher Investments
Is Fisher Investments owned by Ken Fisher?
Yes, founder Ken Fisher holds more than 70 percent of voting shares, though Advent International and the Abu Dhabi Investment Authority own a minority stake.
Who is the current CEO of Fisher Investments?
Damian Ornani has served as Chief Executive Officer of Fisher Investments since 2016.
Is Fisher Investments a publicly traded company?
No, Fisher Investments is privately held and has no public stock ticker.
Does Fisher Investments manage 401(k) plans?
Yes, Fisher Investments offers 401(k) plan services for employers through its dedicated retirement plan solutions division.
Better Business Bureau: Fisher Investments Profile
Fisher Investments Official Our Story Page
I am Jack Neel, a mechanical engineer, researcher, and writer. I created this website to share my knowledge about different brands and products with you. I research the manufacturers behind the brands and provide you with the information you need to make smart buying decisions.