SOURCE: Index Fund Advisors, Inc.

FiComm Partners

July 21, 2015 12:02 ET

Orange County's Index Fund Advisors Ranks 80th on FA Magazine's RIA Rankings and 71st on Forbes Top 100 Wealth Managers

IRVINE, CA--(Marketwired - July 21, 2015) -

  • Based on assets under management, the Financial Advisor Magazine's accolade highlights tremendous growth at Index Fund Advisors with increases in total assets, number of clients and assets per client
  • The ranking of Index Fund Advisors on the Financial Advisor Magazine list is the most recent in a year of recognition, which includes being named to the Forbes Top 100 Wealth Managers list
  • Index Fund Advisors is one of only three firms from Orange County recognized on the Forbes list

Index Fund Advisors, Inc. (IFA), a fee-only advisory and wealth management firm based in Irvine, Calif., is pleased to announce its continued recognition in the registered investment adviser and index-based investing community, with its ranking in Financial Advisor Magazine's RIA Survey at 80th place (out of 562). The list highlights IFA's annual growth of over 18% in assets under management, nearly 12% in growth of assets per client and an increase in number of clients of 5.5%.

The placement on the Financial Advisor Magazine ranking follows IFA's ranking on the Forbes' 2015 list of Top Wealth Managers. IFA is one of only three other firms recognized from Orange County in Forbes' 2015 list of Top Wealth Managers.

At IFA, passive investing meets active intelligence which results in a high tech, high touch wealth management experience. The firm provides risk-appropriate, returns-optimized, globally diversified and tax-managed investment strategies with a fiduciary standard of care.

"Since inception, we've been on a mission to educate the public about the myths of active stock picking, market timing, manager selection, as well as show people how index-based investing is more efficient and more financially rewarding over the long-term," said Mark Hebner, President of IFA. "It's an overwhelming responsibility to try and change the way the world invests, but that's what we're doing here at IFA and these accolades are a humbling validation of our progress."

Founded in 1999, IFA provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. IFA emphasizes client education with their hands-on approach to evidence-based investing and client wealth advisory services.

"I'm incredibly proud of the firm, and our talented team of dedicated professionals," continues Hebner. "I am eager to continue our mission while serving as educators, advocates and fiduciaries for our clients."

The Forbes Top 100 Wealth Managers list was aggregated using data from RIA database and was ranked by assets under management for year-end 2014. Members of the list must manage at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer (they can be affiliated with one), cannot be a bank (trust companies are permitted), and must be performing wealth management services. Lastly, firms included on the list cannot have had any regulatory, civil or criminal disclosures.

For more information about Index Fund Advisors, visit www.ifa.com.

For press inquiries, email ifa@ficommpartners.com.

About Index Fund Advisors

Index Fund Advisors, Inc. (IFA) is a fee-only investment advisory and wealth management firm founded in 1999, that provides risk-appropriate, globally diversified, passive investment strategies and wealth services to individuals and institutions with a fiduciary standard of care. Headquartered in Irvine, CA, IFA serves more than 2,1000 clients throughout the country and manages $2.71 billion in assets as of June 30, 2015. For more information about Index Fund Advisors, visit www.ifa.com.

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