Index Fund Advisors, Inc.

RIASEC Registered
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$890K
Accounts
6,664
Employees
50
Advisory reps
21

Firm details

Headquarters
Irvine, California
CRD number
109143
Registered since
September 28, 2000
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Other 12%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%84%
  • Public Funds/Mutual Funds84%
  • Other12%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$2.3B in ETFs

Passive

8%

$185M

Active

92%

$2.1B

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US SMALL CAP ETF (DFAS)DimensionalActiveSmall Blend$456M5,889,14320.00%

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
19200 Von Karman Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth