Index Fund Advisors, Inc.

Index Fund Advisors, Inc. (CRD# 109143) is a financial advisory firm headquartered in Irvine, CA. They manage $2,727,012,897 in 5,598 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,727
    MILLION
  • Total Number of Accounts
    5,598
    ACCOUNTS
  • Average Account Value
    $487,141
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Index Fund Advisors, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Daniel Chong
CRD#: 5127743
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
96
Wealthminder
score

Daniel Chong (CRD# 5127743) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 9 years of experience in the finance industry. Daniel Chong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Denise G. Delaney
CRD#: 1800794
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
96
Wealthminder
score

Denise Delaney (CRD# 1800794) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 28 years of experience in the finance industry. Denise Delaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Derick L. Kann
CRD#: 2980359
111 Congress Avenue, Suite 483, Austin, TX 78701
96
Wealthminder
score

Derick Kann (CRD# 2980359) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Austin, TX and has over 18 years of experience in the finance industry. Derick Kann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David G. Mertz
CRD#: 1175580
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
96
Wealthminder
score

David Mertz (CRD# 1175580) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 33 years of experience in the finance industry. David Mertz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Richard N. Neal
CRD#: 5738271
Brenham, TX
96
Wealthminder
score

Richard Neal (CRD# 5738271) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Brenham, TX and has over 8 years of experience in the finance industry. Richard Neal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Becky R. Vasquez
CRD#: 2554231
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
96
Wealthminder
score

Becky Vasquez (CRD# 2554231) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 11 years of experience in the finance industry. Becky Vasquez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Judy M. Baba
CRD#: 3062497
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
93
Wealthminder
score

Judy Baba (CRD# 3062497) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 6 years of experience in the finance industry.

8
Mary E. Brunson
CRD#: 5327459
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
93
Wealthminder
score

Mary Brunson (CRD# 5327459) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 9 years of experience in the finance industry.

9
Brendan E. Connelly
CRD#: 4378803
584 Nw University Blvd., Suite 700, Port Saint Lucie, FL 34986
93
Wealthminder
score

Brendan Connelly (CRD# 4378803) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Port Saint Lucie, FL and has over 15 years of experience in the finance industry.

10
Neal P. Rutter
CRD#: 5558979
19200 Von Karman Ave, Suite 150, Irvine, CA 92612
93
Wealthminder
score

Neal Rutter (CRD# 5558979) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 8 years of experience in the finance industry.

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