Index Fund Advisors

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Wesley Robert Long
Avg Advisor Trust Score 98
Avg Advisor Years Registered 9
Minimum Investment $100,000
Average Client Balance $1,438,146
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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