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VANGUARD ADVISERS, INC.

100 Vanguard Blvd
Malvern, Pennsylvania 19355
Tel: 610-669-1000

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About VANGUARD ADVISERS, INC.

VANGUARD ADVISERS, INC, formally registered with the SEC as VANGUARD ADVISERS, INC. The firm was established in 07/28/1995. They have over 2108 offices throughout the country.

VANGUARD ADVISERS, INC. is a Malvern, Pennsylvania based Financial Planning firm with nearly $333,066,527,268 assets under management, offering retirement planning & investment advisory services to 804462 clients. The firm is staffed with 2107 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106715
SEC#801-49601
Assets Managed by Firm$333,066,527,268
No. of Clients804462
No. of Advisors2107

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total804462$333,066,527,268
Individuals (other than high net worth individuals)748343$148,843,313,480
High net worth individuals54878$106,717,171,198
Pension and profit sharing plans115$13,583,224,185
Charitable organizations908$40,233,077,888
Corporations or other businesses139$9,244,576,805

More Retirement Planning firms in Malvern, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street
Philadelphia, PA, 19106
$190,960,333,268377657

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