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INDEX FUND ADVISORS, INC.
CRD 109143File 801-57978
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.93B
Top 25% of cohort (national)
Discretionary AUM
$5.93B
Clients
2,159
6,664 accounts
Employees
50
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 28, 2000
- Principal office
- 19200 VON KARMAN AVE, SUITE 150, IRVINE, CA, 92612-6566
- Phone
- 949-502-0050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.93B
- Discretionary AUM
- $5.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,664
- Non-discretionary accounts
- 0
- Total accounts
- 6,664
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 52 | $480.7M |
| High net worth individuals | 909 | $4.35B |
| Pension and profit sharing plans | 12 | $205.1M |
| Individuals (other than high net worth individuals) | 1,186 | $890.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.