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They include 125,844 high-net-worth individuals, 73,217 other individuals and 672 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fisher Asset Management offer?","answer":"Fisher Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Fisher Asset Management use?","answer":"Fisher Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $84,967,113,774 and Fidelity Brokerage Services LLC (Smithfiled, RI), with $73,986,957,389. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fisher Asset Management have?","answer":"Fisher Asset Management has 2,520 investment adviser representatives registered with state securities authorities, out of 4,369 employees, and 1,948 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fisher Asset Management invest in?","answer":"At the end of its last fiscal year, Fisher Asset Management’s separately managed accounts held 94% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises 4 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fisher Asset Management?","answer":"Fisher Asset Management is owned through a chain of holding companies by Kenneth Fisher, Advent International Gpe X and Abu Dhabi Investment Authority. Its direct owners are Damian Ornani (10% to 25%), Fisher Investments, Inc. (50% to 75%), Black Hook C 2024 LLC (5% to 10%) and Fiji Bidco, Inc. (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fisher Asset Management get paid?","answer":"Fisher Asset Management is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}