Index Fund Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109143

SEC number

801-57978

Firm type

RIA

Assets under management

$5.9B as of Mar 25, 2026

Website

linkin.bio/indexfundadvisors ↗

Phone

949-502-0050

Address

19200 Von Karman Ave, Irvine, CA, 92612-6566

Advisors at this firm

17 in our index · page 1 of 1

• Shareen Marie BalkeyCRD 2197481 · Irvine, CA
  IA RegisteredRegistration inactive
• Mary Elizabeth BrunsonCRD 5327459 · Irvine, CA
  IA Registered
• Elizabeth Marie BrunsonCRD 8082399 · Irvine, CA
  IA Registered
• Daniel ChongCRD 5127743 · Irvine, CA
  IA Registered
• Denise Georgia DelaneyCRD 1800794 · Irvine, CA
  IA Registered
• Kerrie A Doughty-LloydCRD 1128795 · Irvine, CA
  IA RegisteredRegistration inactive
• Mark Thomas HebnerCRD 4371910 · Irvine, CA
  IA Registered
• Mark James HigginsCRD 7798866 · Portland, OR
  IA Registered
• Derick Lee KannCRD 2980359 · Austin, TX
  IA Registered
• Wesley Robert LongCRD 2050442 · Irvine, CA
  IA Registered
• Anne Elizabeth PageCRD 5562335 · Irvine, CA
  IA Registered
• Bridget Aline QuijadaCRD 3245060 · Irvine, CA
  IA RegisteredRegistration inactive
• Neal Patrick RutterCRD 5558979 · Irvine, CA
  IA Registered
• Gordon Leroy ShulerCRD 2169536 · Irvine, CA
  IA Registered
• Jeffrey Robert SimsCRD 6689457 · Irvine, CA
  IA RegisteredRegistration inactive
• Venkat YarlagaddaCRD 5333470 · Irvine, CA
  IA Registered
• David Christopher YorkCRD 7664922 · Dallas, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.