Index Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 141036
- Registered since
- August 11, 2026
- Website
- indexfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.88%
- Charitable Organizations1.26%
- Individuals0.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Index Financial Advisors LLC is an independent, privately owned RIA organized as an LLC. The firm serves both individuals/families and institutional clients, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. It does not operate as a capital allocator; instead it places client assets into externally managed vehicles and traditional advisory solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Private Funds18%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Raymond Gadbois
PresidentCRD 5167530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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