RIA Intel›Advisers›Illinois›FISHER FINANCIAL GROUP, LLC

FISHER FINANCIAL GROUP, LLC

Advisory

NORTHBROOK, IL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in IL

#1,253

of 1,719 advisers by AUM

Average account

$199K

across 206 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$37M

Non-Discretionary AUM$4M

Discretionary %90.2%

Total Clients116

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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