Vanguard Advisers, Inc.

Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $333,066,527,268 in 804,462 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    333,067
    MILLION
  • Total Number of Accounts
    804,462
    ACCOUNTS
  • Average Account Value
    $414,024
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 21 - 30 of 2,384 top financial advisors.
21
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 10 years of experience in the finance industry.

22
Brian D. Applestein
CRD#: 2260097
100 Vanguard Blvd, Malvern, PA 19355

Brian Applestein (CRD# 2260097) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 31 years of experience in the finance industry.

23
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 17 years of experience in the finance industry.

24
Julia S. Aument
CRD#: 5164969
2525 Water Ridge Pkwy, 1 North Falls Plaza Suite 100, Charlotte, NC 28217

Julia Aument (CRD# 5164969) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.

25
Jonathan S. Axtell
CRD#: 3094664
2525 Water Ridge Parkway, 1 North Falls Plaza Suite 100, Charlotte, NC 28217

Jonathan Axtell (CRD# 3094664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.

26
Jason R. Bailey
CRD#: 6558067
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

Jason Bailey (CRD# 6558067) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

27
Oliver B. Bailey
CRD#: 1719155
2525 Water Ridge Pkwy, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

Oliver Bailey (CRD# 1719155) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.

28
William E. Bailey
CRD#: 6100463
2525 Water Ridge Pkwy, 1 North Falls Plaza Ste 100, Charlotte, NC 28217

William Bailey (CRD# 6100463) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.

29
Charles C. Ball
CRD#: 5288070
2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC 28217

Charles Ball (CRD# 5288070) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.

30
Judy M. Ballard
CRD#: 5635679
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Judy Ballard (CRD# 5635679) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry.

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