Efs Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, MN. Its latest Form ADV filing, dated March 3, 2026, reports $2.4B in regulatory assets under management, 59 employees, 25 offices, and 29,438 accounts.
Assets Under Management
$2.4B
Employees
59
Offices
25 offices
Total Clients
21,701
Primary office
CAMBRIDGE, MN
1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN, United States
Top client segmentIndividuals represent 99.8% of total clients.
Top client categories% of clientsClients
1
Individuals
99.8%
21,660
2
Pension Plans
0.1%
24
Additional categories (<0.1%)
Charitable9 clients
Corporations6 clients
Government<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 3, 2026
Discretionary91.8%
$2.2B
92% of total RAUM91.8%
Non-discretionary8.2%
$198M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts29,438
10Y AUM Change+$1.5B (+172.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees59
Clients per Employee368:1
10Y Employee Change+21 (+55.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.