A complete list of active advisors currently associated with Vanguard Advisers
Warmer can help you find a great advisor at Vanguard Advisers or one who fits your needs even better.
Vanguard Advisers provides automated and human‑supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer‑sponsored retirement plans. The firm also offers model portfolios for intermediaries, stable‑value separate accounts used as 529 plan options, and plan‑level managed solutions such as VMAP and collective investment trusts advised through Vanguard affiliates. The firm’s investment approach is goal‑based and algorithm‑driven, using a proprietary glide‑path methodology and the Vanguard Capital Markets Model to set personalized asset allocations across retirement and other savings goals. Portfolios are constructed largely from Vanguard funds and ETFs, with tax‑aware features (asset location, optional tax‑loss harvesting), multi‑goal pooling that treats enrolled accounts as fungible assets, and a range of customization options including ESG and U.S./international exposure choices. What is distinctive about Vanguard Advisers is its scale and digital delivery: it manages hundreds of thousands of client relationships with more than 2,200 advisors, yielding a high client‑per‑advisor ratio reflective of its automated platform and team servicing model. The firm also provides portfolio management for pooled vehicles and uses tax‑exempt municipal strategies in its participant and brokerage offerings, while its client mix is concentrated on retail and plan participants rather than charitable organizations, corporate clients, or traditional pension/profit‑sharing sponsors.
To learn more about the advisors currently working at Vanguard Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Vanguard Advisers's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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