Index Fund Advisors, Inc.

RIASEC Registered

Total AUM

$5.9B

Discretionary

$5.9B

100% of AUM

Avg account

$890K

Accounts

6,664

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 109143
Registered since: September 28, 2000
Website: www.ifa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.42%
Individuals15.02%
Charitable Organizations8.11%
Pension & Profit Sharing Plans3.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Index Fund Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2000. The firm serves both individuals/families and institutional clients, operating on a fee model that includes percentage-of-AUM and fixed-fee arrangements. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and investor education through publications and seminars. The firm identifies as an active ESG investor and does not position itself as a capital allocator. Index Fund Advisors has received industry recognition over multiple years, including appearances on CNBC’s Top 100 Financial Advisory Firms lists (2019, 2020, 2021, 2022, 2025) and inclusion among top RIA firms by FA Magazine in 2020.