Index Fund Advisors, Inc.
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 2,159
- Avg AUM / client
- $2.7M
- Accounts
- 6,664
- Employees
- 50
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,186 | $891M | 15.0% |
| High net worth individuals | 909 | $4.4B | 73.4% |
| Pension and profit sharing plans | 12 | $205M | 3.46% |
| Charitable organizations | 52 | $481M | 8.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan Paul Hastings Llp | 2024 | |
| Fish & Richardson Profit Sharing 401(k) Plan Fish & Richardson P.C. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Thomas Hebner | Chief Executive Officer | Mar 1999 (27y) | 75% or more | |
| Mason, Cynthia, Lynn | Chief Financial Officer | Dec 2008 (18y) | Less than 5% | |
| Wesley Robert Long | President | Aug 2016 (10y) | Less than 5% | |
| Ojeda, Michelle, Louise | Co Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Kensey, Trevor, Alexander | Co Chf Compliance, Mkting And Advertising | Aug 2020 (6y) | Less than 5% | |
| Gordon Leroy Shuler | Registered representative | Nov 2003 (23y) | ||
| Mary Elizabeth Brunson | Registered representative | Apr 2007 (19y) | ||
| Denise Georgia Delaney | Registered representative | CFP | Aug 2007 (19y) | |
| Venkat Yarlagadda | Registered representative | Mar 2008 (18y) | ||
| Anne Elizabeth Page | Registered representative | Feb 2012 (14y) | ||
| Neal Patrick Rutter | Registered representative | Oct 2015 (11y) | ||
| Daniel Chong | Registered representative | CFP | Jan 2016 (11y) | |
| Derick Lee Kann | Registered representative | CFP Chartered Financial Consultant | Feb 2016 (10y) | |
| Shareen Marie Balkey | Registered representative | Mar 2017 (9y) | ||
| Bridget Aline Quijada | Registered representative | Oct 2018 (8y) | ||
| Jeffrey Robert Sims | Registered representative | CFP | Jan 2022 (5y) | |
| Kerrie A Doughty Lloyd | Registered representative | Apr 2023 (3y) | ||
| Mark James Higgins | Registered representative | CFP CFA | Aug 2023 (3y) | |
| Elizabeth Marie Brunson | Registered representative | Apr 2025 (1y) | ||
| David Christopher York | Registered representative | CFP | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan | Paul Hastings Llp | 2,507 | $1.1B | 06/01/2024 |
| Fish & Richardson Profit Sharing 401(k) Plan | Fish & Richardson P.C. | 1,044 | $641M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $4.9B (83% of AUM) Mar 2026
- National Financial Services (Fidelity) $468M (13% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗