Vanguard Advisers, Inc
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Overview
Vanguard Advisers, Inc is located at 100 Vanguard Blvd, Malvern, PA. The firm employs 1,558 financial advisors to manage client portfolios and provide financial guidance. Vanguard Advisers, Inc is not a registered broker-dealer.
Vanguard Advisers, Inc oversees $333.1 billion in assets under management across 804,462 accounts, of which 551,090 are discretionary and 253,372 are non-discretionary. Over the past year, the firm has provided financial planning services to 152,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees. The firm has 54,878 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and commodity pool advisor.
Vanguard Advisers, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vanguard Advisers, Inc by the Numbers
$333.1 billion
2,107
804,462
$414.0 thousand
Products and Services
Vanguard Advisers, Inc offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. In the last financial year, Vanguard Advisers, Inc provided 152000 of its clients with financial planning services. It does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on the financial services provided. Fees charged by Vanguard Advisers, Inc most likely include some blend of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of investors. The company caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other. Out of its 9 clients, Vanguard Advisers, Inc's largest client type by number of accounts is retail investors, though it also serves 54878 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 6.82%
- Other Individuals - 93.03%
- Corporations - 0.03%
- Charitable Organizations - 0.11%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vanguard Advisers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Vanguard Advisers, Inc
Plano, TX
Plano, TX
Plano, TX
Malvern, PA
Malvern, PA
Malvern, PA
Plano, TX
Malvern, PA
Malvern, PA
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