Vanguard Advisers Inc.

Vanguard Advisers Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $79,883,275,245 in 546,930 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    79,883
    MILLION
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Vanguard Advisers Inc.
Showing 1 - 10 of 601 top financial advisors.
1
Colin P. Canavan
CRD#: 4318581
14321 N Northsight Blvd, Scottsdale, AZ 85260
101
Wealthminder
score
Colin Canavan (CRD# 4318581) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry. Colin Canavan 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Shane P. Collins
CRD#: 4742734
14321 North Northsight Blvd, Scottsdale, AZ 85260
101
Wealthminder
score
Shane Collins (CRD# 4742734) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.
3
Mekonen G. Abraham
CRD#: 2836572
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217
96
Wealthminder
score

Mekonen Abraham (CRD# 2836572) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 20 years of experience in the finance industry. Mekonen Abraham 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
Gregory J. Adams
CRD#: 3074801
2525 Water Ridge Parkway, 1 North Falls Plaza, Suite 100, Charlotte, NC 28217
96
Wealthminder
score

Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 19 years of experience in the finance industry. Gregory Adams 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
Stephen S. Ajemian
CRD#: 3253690
100 Vanguard Blvd, V26, Malvern, PA 19355
96
Wealthminder
score

Stephen Ajemian (CRD# 3253690) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 18 years of experience in the finance industry. Stephen Ajemian 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
Mobolaji A. Akintoye
CRD#: 5170697
100 Vanguard Boulevard, Malvern, PA 19355
96
Wealthminder
score

Mobolaji Akintoye (CRD# 5170697) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 9 years of experience in the finance industry. Mobolaji Akintoye 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
Syed M. Ali
CRD#: 4967592
100 Vanguard Blvd, Malvern, PA 19355
96
Wealthminder
score

Syed Ali (CRD# 4967592) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 12 years of experience in the finance industry. Syed Ali 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
Derek Allen
CRD#: 5206530
14321 N Northsight Blvd, Scottsdale, AZ 85260
96
Wealthminder
score

Derek Allen (CRD# 5206530) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry. Derek Allen 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.

9
Alexander S. Alonso
CRD#: 5844354
100 Vanguard Blvd, V26, Malvern, PA 19355
96
Wealthminder
score

Alexander Alonso (CRD# 5844354) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 6 years of experience in the finance industry. Alexander Alonso 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.

10
Todd J. Altomare
CRD#: 2591621
14321 N Northsight Blvd, Scottsdale, AZ 85260
96
Wealthminder
score

Todd Altomare (CRD# 2591621) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 22 years of experience in the finance industry. Todd Altomare 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.

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