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VANGUARD ADVISERS, INC.
CRD 106715File 801-49601
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$344.62B
Top 10% of cohort (national)
Discretionary AUM
$120.70B
Non-discretionary $223.92B
Clients
791,528
791,528 accounts
Employees
2,208
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 28, 1995
- Principal office
- 100 VANGUARD BLVD, MALVERN, PA, 19355
- Phone
- 610-669-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $344.62B
- Discretionary AUM
- $120.70B
- Non-discretionary AUM
- $223.92B
- Discretionary accounts
- 592,636
- Non-discretionary accounts
- 198,892
- Total accounts
- 791,528
- AUM per client
- $435K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 21 | $0 |
| High net worth individuals | 80,159 | $164.53B |
| Pooled investment vehicles | 12 | $15.30B |
| Individuals (other than high net worth individuals) | 711,336 | $164.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

