Index Fund Advisors, Inc.

RIASEC RegisteredEst. 2000

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 registered investment adviser formed in 2000 and owned by an individual. The firm serves both individual/family and institutional clients and charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. Its practice combines financial planning, portfolio management for individuals, small businesses and institutions, pension consulting work, publication of periodic materials, and educational seminars. The firm is also identified as an active ESG investor and lists accounting among its business activities. Index Fund Advisors appears to favor indexed and fund-based strategies, reflected in its public holdings and asset mix. It does not operate as a capital allocator running proprietary alternative funds; instead it leverages third-party managers for non-public exposures. The firm has received industry recognition, including repeated appearances on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022, 2025) and a Top RIA Firms mention from Financial Advisor Magazine in 2020.