Index Fund Advisors, Inc.

Index Fund Advisors, Inc. (CRD# 109143) is a financial advisory firm headquartered in Irvine, CA. They manage $4,042,586,640 in 6,519 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,043
    MILLION
  • Total Number of Accounts
    6,519
    ACCOUNTS
  • Average Account Value
    $620,124
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Index Fund Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Judy M. Baba
CRD#: 3062497
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Judy Baba (CRD# 3062497) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 10 years of experience in the finance industry.

2
Shareen M. Balkey
CRD#: 2197481
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Shareen Balkey (CRD# 2197481) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.

3
Mary E. Brunson
CRD#: 5327459
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Mary Brunson (CRD# 5327459) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 13 years of experience in the finance industry.

4
Daniel Chong
CRD#: 5127743
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Daniel Chong (CRD# 5127743) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 13 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.

5
Denise G. Delaney
CRD#: 1800794
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Denise Delaney (CRD# 1800794) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 32 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.

6
Mark T. Hebner
CRD#: 4371910
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Mark Hebner (CRD# 4371910) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

7
Derick L. Kann
CRD#: 2980359
111 Congress Avenue, Suite 483, Austin, TX 78701

Derick Kann (CRD# 2980359) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Austin, TX and has over 22 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.

8
Wesley R. Long
CRD#: 2050442
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Wesley Long (CRD# 2050442) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 30 years of experience in the finance industry.

9
Anne E. Page
CRD#: 5562335
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Anne Page (CRD# 5562335) 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.

10
Bridget A. Quijada
CRD#: 3245060
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Bridget Quijada (CRD# 3245060) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.

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