Fisher Investments, an independent investment advisor managing over $386 billion in assets as of December 31, 2025, publicly contested a report published by The Wall Street Journal in January 2024, asserting the firm was not for sale and was not being acquired by Advent International, a private equity company. The initial report, attributed to unnamed “sources familiar with the matter,” prompted a swift denial from Fisher Investments.
According to a press release issued by Fisher Investments on January 2, 2024, the company was not engaged in sale negotiations with Advent International, or any other entity. The firm criticized The Wall Street Journal for publishing what it characterized as inaccurate information and for failing to verify the claims before publication. Fisher Investments stated it only received follow-up inquiries from the newspaper *after* the initial, erroneous story was published.
The incident occurred amidst broader economic discussions regarding global stability. Whereas some analysts, like those at The Economist, have cautioned about potential economic downturns, Fisher Investments maintains a more optimistic outlook, describing the global economy as “well oiled.”
Ken Fisher, founder and Executive Chairman of Fisher Investments, has a long history in financial commentary, having written a Forbes column for over 32 years and currently contributing monthly to the Modern York Post. He is also the author of eleven investing and finance books, including four New York Times bestsellers. Fisher Investments serves over 195,000 clients globally, encompassing both private and institutional investors.
In a separate development, Fisher Investments experienced a $3 billion outflow of institutional assets following comments made by Ken Fisher at a CEO summit. The comments, described as sexist and derogatory, led to the firm being banned from future Tiburon CEO summits and prompted pension funds and individual investors to withdraw their assets.
Irving Fisher, an American economist who lived from 1867 to 1947, shares a name with the firm’s founder, but no direct familial or operational connection exists. Irving Fisher was a prominent figure in neoclassical economics and later studied debt deflation, influencing the post-Keynesian school of thought.
Fisher Investments continues to develop capital markets technologies, according to its website, with the stated goal of assisting clients in achieving their investment objectives. As of December 31, 2025, the firm manages over $236 billion for private investors, $35 billion for institutional investors, and $4 billion for US slight to mid-sized business retirement plans.
