Vanguard Advisers, Inc.

Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $299,191,714,649 in 634,470 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    299,192
    MILLION
  • Total Number of Accounts
    634,470
    ACCOUNTS
  • Average Account Value
    $471,562
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
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Vanguard Advisers, Inc.
Showing 1 - 10 of 2,444 top financial advisors.
1
John K. Abella
CRD#: 6691058
100 Vanguard Blvd, Malvern, PA 19355

John Abella (CRD# 6691058) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.

2
Selena E. Abraham
CRD#: 3088936
2525 Water Ridge Parkway, One North Falls Plaza, Charlotte, NC 28217

Selena Abraham (CRD# 3088936) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.

3
Isaac M. Acosta Montenegro
CRD#: 6268438
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

Isaac Acosta Montenegro (CRD# 6268438) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Isaac Acosta Montenegro 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
James R. Acuna
CRD#: 5050610
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

James Acuna (CRD# 5050610) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.

5
Gregory J. Adams
CRD#: 3074801
2525 Water Ridge Parkway, 1 North Falls Plaza, Suite 100, Charlotte, NC 28217

Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 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.

6
Ryan M. Adams
CRD#: 4815850
100 Vanguard Boulevard, Malvern, PA 19355

Ryan Adams (CRD# 4815850) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 19 years of experience in the finance industry. Ryan 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.

7
David B. Adamson
CRD#: 6199278
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

David Adamson (CRD# 6199278) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.

8
James M. Adamus
CRD#: 6416780
100 Vanguard Blvd, Malvern, PA 19355

James Adamus (CRD# 6416780) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry.

9
Kelsey E. Adler
CRD#: 6207396
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Kelsey Adler (CRD# 6207396) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.

10
Stephen S. Ajemian
CRD#: 3253690
100 Vanguard Blvd, Malvern, PA 19355

Stephen Ajemian (CRD# 3253690) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 24 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.

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