About Index Fund Advisors

Awards

All rankings are not representative of client experience and not representative of future performance. IFA does not pay third parties for award or ranking considerations; however, we have paid a licensing fee after receiving the award for the use of this trademark/award on our website. The ranking methodology may include subjective elements and is not established by any independent or regulatory authority.

  • Financial Planning

    Top 150 RIA Leaders
    2026

    Date rating given: November 10, 2026

    Firms must have zero registered representatives of a broker-dealer. At least 50% of the firm's clients must be individuals or high net worth individuals. Firms must not list commissions as a compensation arrangement. Firms must have more than zero financial planning clients. Firms must not list commission-taking businesses in "other business activities. Firms cannot be affiliated under common ownership with commission-taking businesses.

    Source

  • CNBC

    CNBC Top 100 Financial Advisors
    2026

    Date rating given: October 8, 2026

    The CNBC rankings are based on data culled from 41,578 advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management, number of states where the RIA is registered, and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

    Source

  • AdvizorPro

    Top 100 Independent RIAs 2025
    #39

    Date rating given: January 6, 2026

    AdvizorPro sources its data directly from the Form ADV. The rankings equally account for AUM and count of individual clients. Factors included in the rankings were: firm is an independent RIA, no employees who are registered representatives of a broker-dealer, no more than 50% of AUM to pooled investment vehicles, no more than 25% of AUM to pension and profit-sharing plans, manages assets for individual clients, no more than 25% of AUM to corporations or other businesses, provides financial planning services, more than 500 financial planning clients.

    Source

  • Financial Advisor Magazine

    Top RIA's 2026

    Date rating given: July 10, 2026

    Ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA's survey by our deadline. Firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.

    Source

  • Barron's

    Top Financial Advisors in California 2026
    Mark Hebner

    Date rating given: March 24, 2026

    Mark Hebner was recognized by Barron’s as one of the Top Financial Advisors for 2026. The date of this recognition is March 23, 2026. The rankings are based on data provided by around 7,000 of the nation's most productive advisors. The ranking criteria include a combination of both quantitative and qualitative factors: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

    Source

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