Index Fund Advisors, Inc.

Index Fund Advisors, Inc. (CRD# 109143) is a financial advisory firm headquartered in Irvine, CA. They manage $4,954,888,558 in 7,193 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,955
    MILLION
  • Total Number of Accounts
    7,193
    ACCOUNTS
  • Average Account Value
    $688,849
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, WV, WY

Financial Advisors at Index Fund Advisors, Inc.
Showing 11 - 17 of 17 top financial advisors.
11
Gordon L. Shuler
CRD#: 2169536
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Gordon Shuler (CRD# 2169536) 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.

12
Becky R. Vasquez
CRD#: 2554231
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Becky Vasquez (CRD# 2554231) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 18 years of experience in the finance industry.

13
Venkat Yarlagadda
CRD#: 5333470
19200 Von Karman Avenue, Suite 150, Irvine, CA 92612

Venkat Yarlagadda (CRD# 5333470) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 17 years of experience in the finance industry.

14
Kerrie A. Doughty-Lloyd
CRD#: 1128795
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Kerrie Doughty-Lloyd (CRD# 1128795) 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.

15
Mark J. Higgins
CRD#: 7798866
Portland, OR

Mark Higgins (CRD# 7798866) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry.

16
Jeffrey R. Sims
CRD#: 6689457
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Jeffrey Sims (CRD# 6689457) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

17
Tyler Vasquez
CRD#: 7260149
19200 Von Karman Ave, Suite 150, Irvine, CA 92612

Tyler Vasquez (CRD# 7260149) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

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