firm profile
Vanguard Advisers, Inc.
Overview
Vanguard Advisers, Inc. is an SEC registered investment adviser based in Malvern, PA, registered since 1995. It reports $345B in assets under management across 791,528 accounts, with 2,208 employees. It has 2,439 investment adviser representatives.
- Reported AUM
- $345B
- Discretionary
- 35%
- Accounts
- 791,528
- Average account
- $435K
- Employees
- 2,208
- Advisory reps
- 2,439
- Registered since
- 1995
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 7
- Joanna Michelle Rotenberg Chair & Director CRD 7559067
- Carrie Ann Simons Chief Financial Officer CRD 2827235
- Marc Christopher Stewart Chief Compliance Officer CRD 2688699
4 more executive officers, with direct contact details
Advisory reps 3 of 2,439
- Penelope Karp Abad Registered Rep · Investment Adviser Rep CRD 5480560
- Julie Grace Abbate Registered Rep · Investment Adviser Rep CRD 7782660
- Shanee Adiah Abbott Registered Rep · Investment Adviser Rep CRD 7150869
2,436 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 Vanguard Blvd
Malvern, PA 19355 - County
- Chester
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: investor.vanguard.com/advice/personal-financial-advisor
Every state, with registration dates
Similar firms near Malvern
- Vanguard Group IncMalvern, PA$11.1T AUM
- Vanguard Capital Management, LLCMalvern, PA$8.4T AUM
- Vanguard Portfolio Management, LLCMalvern, PA$2.7T AUM
- Vanguard Global Advisers, LLCMalvern, PA$25B AUM
- Pacer Advisors, Inc.Malvern, PA$41.8B AUM
request a demo
See what we have on Vanguard Advisers, Inc.
We'll walk you through the full profile and how to find more firms like this one.