Vanguard Advisers, Inc.

Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $276,525,412,785 in 518,715 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    276,525
    MILLION
  • Total Number of Accounts
    518,715
    ACCOUNTS
  • Average Account Value
    $533,097
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
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, WY

Financial Advisors at Vanguard Advisers, Inc.
Showing 21 - 30 of 2,233 top financial advisors.
21
Derek Allen
CRD#: 5206530
14321 N Northsight Blvd, Scottsdale, AZ 85260

Derek Allen (CRD# 5206530) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 13 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.

22
Andrew E. Allison
CRD#: 5818261
14321 N Northsight Blvd, Scottsdale, AZ 85260

Andrew Allison (CRD# 5818261) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.

23
Jayson L. Allsbrook
CRD#: 6955656
100 Vanguard Blvd, M39, Malvern, PA 19355

Jayson Allsbrook (CRD# 6955656) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 2 years of experience in the finance industry.

24
Michael A. Alonso
CRD#: 5318319
2525 Water Ridge Pkwy, 1 North Falls Plaza, Ste. 100, Charlotte, NC 28217

Michael Alonso (CRD# 5318319) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.

25
Claire N. Amick
CRD#: 6686174
14321 N Northsight Blvd, Scottsdale, AZ 85260

Claire Amick (CRD# 6686174) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry.

26
Sara L. Amparan
CRD#: 5713380
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Sara Amparan (CRD# 5713380) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry. Sara Amparan 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.

27
Kyle E. Anderson
CRD#: 6184883
14321 N Northsight Blvd, Scottsdale, AZ 85260

Kyle Anderson (CRD# 6184883) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry. Kyle Anderson 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.

28
Jason A. Andriano
CRD#: 5735468
2525 Water Ridge Pkwy., 1 North Falls Plaza Ste. 100, Charlotte, NC 28217

Jason Andriano (CRD# 5735468) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry. Jason Andriano 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.

29
Brian D. Applestein
CRD#: 2260097
100 Vanguard Blvd, M39, Malvern, PA 19355

Brian Applestein (CRD# 2260097) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 28 years of experience in the finance industry. Brian Applestein 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.

30
Jessica A. Arias
CRD#: 5272101
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Jessica Arias (CRD# 5272101) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry. Jessica Arias 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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