Scottsdale, AZ Office

Team
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Vanguard Advisers

Institution

Firm-wide stats for Vanguard Advisers

Total advisors

2,494

Across 20 offices

Clients per advisor

317 Very High

Avg AUM per client

$416,078 Typical

HNW client ratio

10% Low

About

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.

Based on Vanguard Advisers

Expertise

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.)

Based on Vanguard Advisers

Occupation focus

Retired Founder/Business Owner

Based on Vanguard Advisers

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Based on Vanguard Advisers

Location

Scottsdale AZ

Advisors at this office

18

Advisors at this office

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Connor F

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Connor Foley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 10 years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., both since 2016, as well as a brief period of self-employment. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing proprietary models and largely Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Cole H

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Cole Holocher is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior work experience includes roles at UPS, Sunglass Hut, and Panera Bread. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to asset allocation, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base with a digital delivery platform complemented by a team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brian H

Series 66

Scottsdale, AZ

Vanguard Advisers

Brian Horvath is a financial advisor with Vanguard Advisers, holding a Series 66 credential and 18 years of industry experience. He has worked at several firms including Wells Fargo Advisors and Mr. Cooper before joining Vanguard in various capacities since 2022. Outside of his advising role, he is a landlord and property owner. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach centered on personalized asset allocations, primarily using Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Derek S

Series 66

Scottsdale, AZ

Vanguard Advisers

Derek Seibert is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base through a combined digital platform and advisory team model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas C

Series 66

Scottsdale, AZ

Vanguard Advisers

Nicholas Castillo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America, N.A. His outside activity includes operating Lost Forest Woodworking, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach primarily invested in Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Aryanna S

Series 66

Scottsdale, AZ

Vanguard Advisers

Aryanna Stark is a Series 66-registered financial advisor with Vanguard Advisers in Scottsdale, AZ. She has been with Vanguard and its related entities since 2026 and previously worked at Priority Financial Group. Outside of her advisory role, she has experience in the hospitality industry, working with several restaurant and service businesses. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and advisory teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Lucas P

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Lucas Pataky is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and roles at Sprouts Farmer's Market, Arizona State University, and Albertsons Companies, Inc. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options including tax-aware features and ESG exposure.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kendra W

Series 66

Scottsdale, AZ

Vanguard Advisers

Kendra White is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 19 years. Outside of her advisory role, she is involved with NWKS LLC, where she manages real estate properties. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Trevor M

Series 66

Scottsdale, AZ

Vanguard Advisers

Trevor Meads is a financial advisor with Vanguard Advisers holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Fidelity Brokerage Services. He has also been affiliated with Utah Valley University during his career. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and predominantly Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Blake S

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Blake Shill is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard-affiliated firms since 2022. Outside of his advisory role, he is the owner of a pool cleaning and maintenance business, Limitless Pool Solutions. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to tailor asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David T

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

David Thurston is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Vanguard in 2026, he worked at Charles Schwab for two years and has experience with companies including Amazon and Yelp. He is also involved with Schwoggle Creative, LLC, a business he has been associated with since 2013. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages a large volume of client relationships through a digital platform combined with advisory support.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Philip M

Series 66

Scottsdale, AZ

Vanguard Advisers

Philip Meyer is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MinDak Gold & Silver, LLC and Corwin Honda. He is currently employed by The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of over 2,200 advisors and a digital delivery platform.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John M

CFP®, Series 66

Scottsdale, AZ

Vanguard Advisers

John Milliron is a CFP® and Series 66–licensed financial advisor with 12 years of industry experience. He currently works with Vanguard Advisers in Scottsdale, AZ, and has held prior roles at USAA and Thrivent Investment Management. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and tax-aware portfolio features. The firm manages a large client base through a combination of digital platforms and an extensive advisory team.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Natalie N

Series 66

Scottsdale, AZ

Vanguard Advisers

Natalie Niedermeyer is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at PNC Bank and various positions outside the financial industry, including the food service sector and education. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates personalized asset allocations primarily via Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kaden M

Series 63, Series 66

Scottsdale, AZ

Vanguard Advisers

Kaden Mckinnon is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. and held various roles across finance and related sectors. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and advisor teams.

General retirement planning Retirement income strategy Tax-loss harvesting ESG / Sustainable investing College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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