RIA Intel›Advisers›Florida›INDEX PORTFOLIO ADVISORS, LLC

INDEX PORTFOLIO ADVISORS, LLC

Advisory

STUART, FL

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in FL

#2,120

of 2,610 advisers by AUM

Average account

$321K

across 41 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ROCKYSTREAM ADVISOR, LLC

$13M

RICHARD A. STEBBINS

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JK PWA LLC

$13M

MICROSIGMA CAPITAL MANAGEMENT, LLC

MIAMI, FL

$13M

-82.7% 1Y

REVISION WEALTH MANAGEMENT LLC

GAINESVILLE, FL

$13M

KNIGHT FINANCIAL INVESTMENTS, LLC

$13M

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