Fisher Investments

Fisher Investments (CRD# 107342) is a financial advisory firm headquartered in Camas, WA. They manage $65,441,619,574 in 57,982 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    65,442
    MILLION
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
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 investment companies (as well as "business development companies")
  • 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

Financial Advisors at Fisher Investments
Showing 1 - 10 of 797 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 $89 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 9/30/2017

2
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 18 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.

3
Anthony J. Capristo
CRD#: 5425360
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Anthony Capristo (CRD# 5425360) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 9 years of experience in the finance industry. Anthony Capristo 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
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 21 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.

5
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 8 years of experience in the finance industry.

6
Edward H. Foster
CRD#: 2543339
Mission Viejo, CA
96
Wealthminder
score

Edward Foster (CRD# 2543339) is an Investment Advisor Representative working at Fisher Investments in Mission Viejo, CA and has over 17 years of experience in the finance industry.

7
Travis J. Gross
CRD#: 4715973
Holliston, MA
96
Wealthminder
score

Travis Gross (CRD# 4715973) is an Investment Advisor Representative working at Fisher Investments in Holliston, MA and has over 12 years of experience in the finance industry. Travis Gross 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
John D. Hein
CRD#: 4840933
5525 Nw Fisher Creek Dr, Camas, WA 98607
96
Wealthminder
score

John Hein (CRD# 4840933) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 13 years of experience in the finance industry. John Hein 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
Philip H. Lee
CRD#: 2562723
5525 Nw Fisher Creek Drive, Camas, WA 98607
96
Wealthminder
score

Philip Lee (CRD# 2562723) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 14 years of experience in the finance industry.

10
Gregory C. Lohman
CRD#: 5222738
Sheridan, IN
96
Wealthminder
score

Gregory Lohman (CRD# 5222738) is an Investment Advisor Representative working at Fisher Investments in Sheridan, IN and has over 10 years of experience in the finance industry. Gregory Lohman 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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