Efficient Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 13, 2026, reports $3.1B in regulatory assets under management, 14 employees, 2 offices, and 17,508 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.9% of total clients.
Top client categories% of clientsClients
1
Individuals
91.9%
8,971
2
HNWI
5.6%
548
3
Pension Plans
2.3%
229
4
Corporations
0.1%
8
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 13, 2026
Discretionary93.4%
$2.9B
93% of total RAUM93.4%
Non-discretionary6.6%
$205M
7% of total RAUM6.6%
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.
Total AUM$3.1B
Total Accounts17,508
10Y AUM Change+$1.8B (+143.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee697:1
10Y Employee Change+3 (+27.3%)
* 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.