- Total no. of Employees: 1932
- No. of Employees performing investment advisory functions: 1306
VANGUARD ADVISERS, INC. is a Malvern, Pennsylvania based Fee-only advisory firm with nearly $338,870,938,273 in assets under management and provides investment advisory services for 602258 clients. There are currently 1932 advisors at the firm.
SEC Current Status:
Approved
Firm CRD#:
106715
SEC#:
801-49601
Assets Managed by Firm:
$338,870,938,273
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business, Selection of Other Advisors
No. of Clients | AUM | |
---|---|---|
Firm Total | 602258 | $338,870,938,273 |
Individuals (other than high net worth individuals) | 720917 | $143,521,033,226 |
High net worth individuals | 54958 | $110,355,065,725 |
Pension and profit sharing plans | 127 | $18,570,845,264 |
Charitable organizations | 1006 | $43,777,773,370 |
Corporations or other businesses | 166 | $11,574,251,202 |
Compensation Methods:
Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
---|---|---|---|---|---|
JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA 19103 | 463 | 801-7258 | 203125 | 2137 | $81,346,579,088 |
LINCOLN INVESTMENT 601 Office Center Drive, Suite 300, Fort Washington, PA 19034-3232 | 519 | 801-14059 | 188491 | 1314 | $17,732,411,365 |
PNC INVESTMENTS 300 Fifth Avenue, 26th Floor, Pittsburgh, PA 15222-2722 | 129052 | 801-66195 | 150141 | 1516 | $26,424,820,270 |
BRINKER CAPITAL INVESTMENTS, LLC. 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312 | 107975 | 801-57265 | 83820 | 68 | $41,979,351,312 |
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA 19456 | 105146 | 801-24593 | 70132 | 379 | $222,762,411,742 |
HEFREN-TILLOTSON, INC. 308 Seventh Ave, Pittsburgh, PA 15222 | 53 | 801-55083 | 30861 | 273 | $12,430,043,340 |