Wesley Robert Long
Financial advisor at Index Fund Advisors, Inc. · Irvine, CA
Last updated 2026-10-10
Claim your profileWesley Robert Long is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, CRD 2050442. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2006-06-01.
Registration
- CRD number
- 2050442
- Registration status
- Active
- IAPD registration
- 2006-06-01
- Industry Experience
- 20 years
- Work Experience
- 11 years
- States registered
- CA, LA, OR, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-03 to 2022-04 · Index Fund Advisors · Irvine, CA
- 2022-04 to Present · Index Fund Advisors · Irvine, CA
Current employment
- Index Fund Advisors, Inc. · Irvine, CA
Index Fund Advisors, Inc.
- Regulatory AUM
- $5,929,710,382
- Registered advisors
- 18
- Offices
- 7
- Clients per advisor
- 119.9 (High)
- Average AUM per client
- $2.7M (Low)
- High-net-worth client ratio
- 42.1% (Moderate)
Index Fund Advisors, Inc.: advisors, services and reported ETF investments
About
Wesley Robert Long is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 20 years of industry experience and 11 years of reported work history. Reported roles include Index Fund Advisors.
Index Fund Advisors, Inc.'s firm-level Form ADV reports 18 advisors across 7 offices; approximately 119.9 clients per advisor, average assets per client of $2,746,508, and regulatory AUM of $5.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $2.4B across 91 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Wesley Robert Long personally.
Reported ETF positions
Index Fund Advisors reports 91 ETF positions worth $2.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $484.8M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $442.4M |
| DFUS — Dimensional U.S. Equity Market ETF | $408.9M |
| DFUV — Dimensional US Marketwide Value ETF | $318.4M |
| DFIV — Dimensional International Value ETF | $193.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Index Fund Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $9.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $9.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $300.4K | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $950.7K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Index Fund Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
Location
19200 von Karman Ave, Irvine, CA 92612-6566
18 advisors at this office.
Contact
The firm's filed contact details.
Official record
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