Investment adviser · CRD 331205
FISHER\SMB
Investment adviser filing (IA)
FISHER RETIREMENT SOLUTIONS LLC
CARROLLTON, TX, United States · Form ADV filed Jun 4, 2026
- Regulatory AUM
- $6.85B Form ADV · Item 5.F
- Client accounts
- 1,848 Accounts, not individual clients
- Employees
- 159 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 1,839 | $6,751,782,418 | 98.6% |
| Government entities | 9 | $96,145,721 | 1.4% |
Filing source
Form ADV 2110398 · Jun 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 4, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
4100 INTERNATIONAL PARKWAY, SUITE 2000CARROLLTON, TX, 75007, United States
CRD 331205
Filing source
Form ADV 2110398 · Jun 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.