Index Fund Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 25, 2026, reports $5.9B in regulatory assets under management, 50 employees, and 6,664 accounts.
Assets Under Management
$5.9B
Employees
50
Offices
--
Total Clients
2,159
Primary office
IRVINE, CA
19200 VON KARMAN AVE, SUITE 150, IRVINE, CA, United States
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
1,186
2
HNWI
42.1%
909
3
Charitable
2.4%
52
4
Pension Plans
0.6%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 25, 2026
Discretionary100.0%
$5.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.9B
Total Accounts6,664
10Y AUM Change+$2.9B (+93.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee43:1
10Y Employee Change+7 (+16.3%)
* 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.