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 21 - 30 of 1,794 top financial advisors.
21
Jayson L. Allsbrook
CRD#: 6955656
100 Vanguard Blvd, M39, Malvern, PA 19355

Jayson Allsbrook (CRD# 6955656) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has 1 year of experience in the finance industry.

22
Claire N. Amick
CRD#: 6686174
14321 N Northsight Blvd, Scottsdale, AZ 85260

Claire Amick (CRD# 6686174) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 3 years of experience in the finance industry.

23
Sara L. Amparan
CRD#: 5713380
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Sara Amparan (CRD# 5713380) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.

24
Kyle E. Anderson
CRD#: 6184883
14321 N Northsight Blvd, Scottsdale, AZ 85260

Kyle Anderson (CRD# 6184883) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry. Kyle Anderson 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.

25
Jason A. Andriano
CRD#: 5735468
2525 Water Ridge Pkwy., 1 North Falls Plaza Ste. 100, Charlotte, NC 28217

Jason Andriano (CRD# 5735468) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Jason Andriano 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.

26
Brian D. Applestein
CRD#: 2260097
100 Vanguard Blvd, M39, Malvern, PA 19355

Brian Applestein (CRD# 2260097) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 27 years of experience in the finance industry. Brian Applestein 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.

27
Jessica A. Arias
CRD#: 5272101
14321 N. Northsight Boulevard, Scottsdale, AZ 85260

Jessica Arias (CRD# 5272101) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 13 years of experience in the finance industry. Jessica Arias 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.

28
Julia S. Aument
CRD#: 5164969
2525 Water Ridge Pkwy, 1 North Falls Plaza Suite 100, Charlotte, NC 28217

Julia Aument (CRD# 5164969) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Julia Aument 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.

29
Jonathan S. Axtell
CRD#: 3094664
2525 Water Ridge Parkway, 1 North Falls Plaza Suite 100, Charlotte, NC 28217

Jonathan Axtell (CRD# 3094664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry. Jonathan Axtell 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.

30
Mena A. Ayad
CRD#: 6570292
100 Vanguard Blvd, M39, Malvern, PA 19355

Mena Ayad (CRD# 6570292) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry. Mena Ayad 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.

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