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Fisher Investments vs Vanguard Personal Advisor

Vanguard Personal Advisor is offered through Vanguard Advisers, Inc. (CRD 106715), according to its brochure dated September 24, 2026.

Figures on this page are for Vanguard Advisers, Inc. as a whole.

Firm filing updated:Fisher Investments, April 2, 2026Vanguard Personal Advisor, September 24, 2026

Fisher Investments

Vanguard Personal Advisor

Fisher Investments

Plano, TX

$386.7 billionAssets

1,948Advisory staff

  • Percentage of assets
  • Performance-based
View firm

Vanguard Personal Advisor

Malvern, PA

$344.6 billionAssets

1,903Advisory staff

  • Percentage of assets
  • Fixed or flat fee
View firm

Key differences

Fisher InvestmentsFisherVanguard Personal AdvisorVanguard
How it is paid
Fisher InvestmentsFisher
  • Percentage of assets
  • Performance-based
Vanguard Personal AdvisorVanguard
  • Percentage of assets
  • Fixed or flat fee
Services
Fisher InvestmentsFisher
Vanguard Personal AdvisorVanguard
Individuals (other than high net worth)
Fisher InvestmentsFisher73,217
Vanguard Personal AdvisorVanguard711,336
High net worth individuals
Fisher InvestmentsFisher125,844
Vanguard Personal AdvisorVanguard80,159
Other client types listed
Fisher InvestmentsFisher10
Vanguard Personal AdvisorVanguard2
Main office
Fisher InvestmentsFisherPlano, TX
Vanguard Personal AdvisorVanguardMalvern, PA

Is each firm a fiduciary?

Fisher Investments

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

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Vanguard Personal Advisor

Short answer: Vanguard Advisers, Inc. 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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Official documents

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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