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Edelman Financial Engines vs Fisher Investments

Firm filing updated:Edelman Financial Engines, July 24, 2026Fisher Investments, April 2, 2026

Edelman Financial Engines

Fisher Investments

Edelman Financial Engines

Santa Clara, CA

$326.3 billionAssets

553Advisory staff

  • Percentage of assets
  • Hourly
  • Subscription
  • Fixed or flat fee
  • Other
View firm

Fisher Investments

Plano, TX

$386.7 billionAssets

1,948Advisory staff

  • Percentage of assets
  • Performance-based
View firm

Key differences

Edelman Financial EnginesEdelmanFisher InvestmentsFisher
How it is paid
Edelman Financial EnginesEdelman
  • Percentage of assets
  • Hourly
  • Subscription
  • Fixed or flat fee
  • Other
Fisher InvestmentsFisher
  • Percentage of assets
  • Performance-based
Services
Edelman Financial EnginesEdelman
Fisher InvestmentsFisher
Individuals (other than high net worth)
Edelman Financial EnginesEdelman431,514
Fisher InvestmentsFisher73,217
High net worth individuals
Edelman Financial EnginesEdelman45,656
Fisher InvestmentsFisher125,844
Other client types listed
Edelman Financial EnginesEdelman4
Fisher InvestmentsFisher10
Main office
Edelman Financial EnginesEdelmanSanta Clara, CA
Fisher InvestmentsFisherPlano, TX

Is each firm a fiduciary?

Edelman Financial Engines

Short answer: Edelman Financial Engines is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details on its firm page.

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Fisher Investments

Short answer: Fisher Investments is registered with the SEC as an investment advisor.

Read more

Official documents

View Edelman Financial EnginesView Fisher Investments

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

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