Vanguard Advisers, Inc.

Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $160,926,810,750 in 460,532 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    160,927
    MILLION
  • Total Number of Accounts
    460,532
    ACCOUNTS
  • Average Account Value
    $349,437
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Vanguard Advisers, Inc.
Showing 1 - 10 of 1,041 top financial advisors.
1
Mekonen G. Abraham
CRD#: 2836572
Charlotte, NC 28217

Mekonen Abraham (CRD# 2836572) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. Mekonen Abraham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Selena E. Abraham
CRD#: 3088936
Charlotte, NC 28217

Selena Abraham (CRD# 3088936) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry.

3
Isaac M. Acosta Montenegro
CRD#: 6268438
Charlotte, NC 28217

Isaac Acosta Montenegro (CRD# 6268438) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry. Isaac Acosta Montenegro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James R. Acuna
CRD#: 5050610
Charlotte, NC 28217

James Acuna (CRD# 5050610) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.

5
David W. Adams
CRD#: 6223212
Scottsdale, AZ 85260

David Adams (CRD# 6223212) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

6
Gregory J. Adams
CRD#: 3074801
Charlotte, NC 28217

Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry. Gregory Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ryan M. Adams
CRD#: 4815850
Malvern, PA 19355

Ryan Adams (CRD# 4815850) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 14 years of experience in the finance industry. Ryan Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David B. Adamson
CRD#: 6199278
Charlotte, NC 28217

David Adamson (CRD# 6199278) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.

9
James M. Adamus
CRD#: 6416780
Malvern, PA 19355

James Adamus (CRD# 6416780) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.

10
Kelsey E. Adler
CRD#: 6207396
Scottsdale, AZ 85260

Kelsey Adler (CRD# 6207396) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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