Fisher Investments

Fisher Investments (CRD# 107342) is a financial advisory firm headquartered in Camas, WA. They manage $71,789,691,574 in 65,848 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    71,790
    MILLION
  • Total Number of Accounts
    65,848
    ACCOUNTS
  • Average Account Value
    $1,090,233
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Fisher Investments
Showing 1 - 10 of 1,091 top financial advisors.
1
Damian Ornani
CRD#: 4122498
5525 NW Fisher Creek Drive, Camas, WA 98607
100
Wealthminder
score

Damian Ornani (CRD# 4122498) is the CEO of Fisher Investments, a $100 billion money management firm serving institutions and high net worth individuals around the world.* The firm and its subsidiaries employ nearly 2,000 people across the United States, Canada, the United Kingdom, Germany, Dubai, Australia and Japan, with further global expansion underway.  As CEO, Damian oversees client service, marketing, sales, and operations globally. He speaks at client seminars nationally and is a regular contributor to various industry publications.

 

Damian started with the firm in 1997 and has held a variety of roles. He served as a Co-President from 2005-2012 and President of Client Acquisition and Service from 2012-2016. In the latter role, he oversaw sales, client service, and over 70% of the firm’s employees. He has been an Executive Officer and a member of the firm’s Board of Managers since 2005.

 

*As of 1/12/2018

2
Glen D. Amason
CRD#: 2281746
6500 International Parkway, Suite 2050, Plano, TX 75093
96
Wealthminder
score

Glen Amason (CRD# 2281746) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 25 years of experience in the finance industry. Glen Amason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ronald E. Barnette
CRD#: 4542577
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 15 years of experience in the finance industry. Ronald Barnette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ian T. Barr
CRD#: 3168350
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Ian Barr (CRD# 3168350) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 19 years of experience in the finance industry. Ian Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew W. Baumann
CRD#: 5753690
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Matthew Baumann (CRD# 5753690) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 7 years of experience in the finance industry. Matthew Baumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Spencer C. Christiansen
CRD#: 5333024
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Spencer Christiansen (CRD# 5333024) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 11 years of experience in the finance industry. Spencer Christiansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alan C. Cluverius
CRD#: 5993543
6500 Interational Parkway, Suite 2050, Plano, TX 75093
96
Wealthminder
score

Alan Cluverius (CRD# 5993543) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 6 years of experience in the finance industry. Alan Cluverius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Richard A. Coen
CRD#: 2336650
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Richard Coen (CRD# 2336650) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 22 years of experience in the finance industry. Richard Coen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Lynn A. Fallon
CRD#: 5643477
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Lynn Fallon (CRD# 5643477) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 9 years of experience in the finance industry.

10
Wesley D. Fish
CRD#: 5586016
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Wesley Fish (CRD# 5586016) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 9 years of experience in the finance industry. Wesley Fish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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