Index Fund Advisors


Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.

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Index Fund Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 18 advisors. Index Fund Advisors manages $3.6 billion and provides investment advisory services for 2,484 clients (1:138 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $1,438,146
Hybrid Advisor No
Disciplinary History No
Total AUM $3.6 billion
Advisor / Client Ratio 1:138
Headquarters Irvine, CA
SEC Filings Forms and Brochures    (CRD # 109143)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY


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