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Firm profile

Vanguard Advisers, Inc..

MALVERN, PACRD 106715Latest ADV May 27, 2026

Vanguard Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Malvern, PA. Its latest Form ADV filing, dated March 30, 2026, reports $344.6B in regulatory assets under management, 2,208 employees, 2,225 offices, and 791,528 accounts.

Assets Under Management
$344.6B
Employees
2,208
Offices
2,225 offices
Total Clients
791,528
Primary office
MALVERN, PA
100 VANGUARD BLVD, MALVERN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMarc C. Stewart
CFOCarrie A. Simons

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.9% of total clients.
Top client categories% of clientsClients
1
Individuals
89.9%
711,336
2
HNWI
10.1%
80,159
Additional categories (<0.1%)
Other Advisers21 clients
Pooled Investment Vehicles12 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$344.6Bas of May 27, 2026
Discretionary35.0%
$120.7B
35% of total RAUM35.0%
Non-discretionary65.0%
$223.9B
65% of total RAUM65.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$344.6B
Total Accounts791,528
10Y AUM Change+$236.8B (+219.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2,208
Clients per Employee358:1
10Y Employee Change+1,549 (+235.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.