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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 typeClientsAUM
Other investment advisers21$0
High net worth individuals80,159$164.53B
Pooled investment vehicles12$15.30B
Individuals (other than high net worth individuals)711,336$164.80B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.