Index Fund Advisors, INC.
Irvine, CA·SEC-registered · CRD #109143
Index Fund Advisors, INC. is an SEC-registered investment advisory firm in Irvine, CA managing $5.9B across 6.7k client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.9B
Client accounts
6.7k
Advisory staff
30
Fee model
Fee-based
How Index Fund Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Index Fund Advisors, INC.
How much does Index Fund Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/25/2026), Index Fund Advisors, INC. reports $5.9B in regulatory assets under management across roughly 6.7k client accounts.
How does Index Fund Advisors, INC. charge?
Index Fund Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Index Fund Advisors, INC. a fiduciary?
Yes. Index Fund Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109143), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Index Fund Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Index Fund Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Irvine, CA
Profile compiled from Index Fund Advisors, INC.'s public SEC Form ADV filing (CRD #109143, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Index Fund Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Index Fund Advisors, INC.? Claim this profile.