What is Index Fund Advisors, Inc.'s NAICS code?

Index Fund Advisors, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Growth momentum IFA is a recognized and growing fee-only advisory with a CNBC Financial Advisor 100 presence (rankings across 2022, 2023, 2025) and has expanded through acquisitions (FAC Limited) and institutional hiring, signaling momentum that can be leveraged to upsell advanced advisory, institutional solutions, and scalable platform services.

Institutional expansion Recent hire of a senior VP for institutional advisory and focus on expanding institutional reach indicates a ready path for selling larger scale solutions such as defined contribution and endowment/taft management, and advanced analytics partnerships to support institutional clients.

Analytics partnership Partnership with Quantium Analytics to enhance FundsFlow with sophisticated analytics and predictive capabilities presents an opening to offer premium data analytics, risk modeling, and AI-driven portfolio optimization services to clients seeking advanced tech-enabled investment strategies.

Diversified client base IFA serves individuals, trusts, corporations, non-profits, and both public and private institutions, including IRA and retirement plans, which provides opportunities to cross-sell tax-managed, globally diversified strategies and retirement-focused wealth services across multiple client segments.

Digital enablement The tech stack includes Google Ads, Calendly, Salesforce, Pardot, DocuSign and cloud infrastructure, indicating readiness for scalable client acquisition, lifecycle marketing, and digital onboarding programs that can be enhanced with targeted campaigns to institutional and high-net-worth prospects.

Index Fund Advisors, Inc. Tech Stack

Index Fund Advisors, Inc. uses 8 technology products and services including Google Ads, Calendly, Amazon Web Services, and more. Explore Index Fund Advisors, Inc.'s tech stack below.

Index Fund Advisors, Inc. Email Formats	Example	Percentage
First@ifa.com	John@ifa.com	74%
Last@ifa.com	Doe@ifa.com	22%
First.Last@ifa.com	John.Doe@ifa.com	3%
FLast@ifa.com	JDoe@ifa.com	1%

Index Fund Advisors, Inc. Email Formats

Example

Percentage

First@ifa.com

John@ifa.com

74%

Last@ifa.com

Doe@ifa.com

22%

First.Last@ifa.com

John.Doe@ifa.com

FLast@ifa.com

JDoe@ifa.com

Frequently Asked Questions

What is Index Fund Advisors, Inc.'s phone number?

You can contact Index Fund Advisors, Inc.'s main corporate office by phone at

+1-949-502-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Index Fund Advisors, Inc.'s official website and social media links?

Index Fund Advisors, Inc.'s official website is ifa.com and has social profiles on LinkedIn.

How much revenue does Index Fund Advisors, Inc. generate?

As of August 2026, Index Fund Advisors, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Index Fund Advisors, Inc.'s SIC code and NAICS code?

Index Fund Advisors, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Index Fund Advisors, Inc. have currently?

As of August 2026, Index Fund Advisors, Inc. has approximately 40 employees across 3 continents, including North America, Europe and Asia. Key team members include Chief Marketing Officer: N. T., President: M. K. and Partner: J. R. Explore Index Fund Advisors, Inc.'s employee directory with LeadIQ.

What industry does Index Fund Advisors, Inc. belong to?

Index Fund Advisors, Inc. operates in the Investment Management industry.

What technology does Index Fund Advisors, Inc. use?

Index Fund Advisors, Inc.'s tech stack includes Google Ads, Calendly, Amazon Web Services, Salesforce, Adobe Experience Cloud, Mimecast Secure Email Gateway, Pardot and DocuSign.

What is Index Fund Advisors, Inc.'s email format?

Index Fund Advisors, Inc.'s email format typically follows the pattern of First@ifa.com. Find more Index Fund Advisors, Inc. email formats with LeadIQ.

When was Index Fund Advisors, Inc. founded?

Index Fund Advisors, Inc. was founded in 1999.

Index Fund Advisors, Inc.

Q: What is Index Fund Advisors, Inc.'s official website and social media links?

Index Fund Advisors, Inc.'s official website is ifa.com. Index Fund Advisors, Inc. has social profiles on LinkedIn.

Q: How many employees does Index Fund Advisors, Inc. have currently?

Index Fund Advisors, Inc. has approximately 40 employees.

Q: What technology does Index Fund Advisors, Inc. use?

Index Fund Advisors, Inc.'s tech stack includes DocuSign, gstatic.com, Constellix, Open Graph, Google Tag Manager.

Investment ManagementCalifornia, United States11-50 Employees

Index Fund Advisors, Inc. is a fee-only advisory and wealth management firm in the investment management industry, based in Irvine, California. It provides risk-appropriate, returns-optimized, globally diversified and tax-managed investment strategies under a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and serves individuals, trusts, corporations, non-profits, and public and private institutions. The firm manages both individual and institutional accounts, including IRAs, 401(k) plans, 403(b) plans, profit sharing, pensions, endowments and other investment accounts, and it facilitates IRA rollovers from 401(k)s and 403(b)s. Its approach is disciplined and quantitative, emphasizing broad diversification and exposure to global market trends, and is based on Eugene Fama and Kenneth French research indexes, incorporating 95 years of IFA Index Portfolio risk and return data, third-generation index fund designs, and 30 years of refined passive trading techniques.

Insights

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