Index Fund Advisors, Inc.

Index Fund Advisors, Inc. (CRD# 109143) is a financial advisory firm headquartered in Irvine, CA. They manage $4,353,562,326 in 6,756 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,354
    MILLION
  • Total Number of Accounts
    6,756
    ACCOUNTS
  • Average Account Value
    $644,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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, VT, WA, WI, WY

Financial Advisors at Index Fund Advisors, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
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 25 years of experience in the finance industry.

2
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 16 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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 36 years of experience in the finance industry.

5
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.

6
Derick L. Kann
CRD#: 2980359
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Derick Kann (CRD# 2980359) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 26 years of experience in the finance industry.

7
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 33 years of experience in the finance industry.

8
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 12 years of experience in the finance industry.

9
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 19 years of experience in the finance industry.

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

Neal Rutter (CRD# 5558979) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.

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