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EFFICIENT ADVISORS
EFFICIENT ADVISORS, LLC
CRD 150144 · SEC 801-70110
AL, United States
Phone
267-613-6250
Fax
267-613-6259
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.08B
Discretionary AUM
$2.88B
Team
14 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8971 | $1.76B |
| High net worth individuals | 548 | $1.01B |
| Pension/profit sharing plans | 229 | $311.2M |
| Charitable organizations | 2 | $238K |
| Corporations/business entities | 8 | $7.1M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.EFFICIENTADVISORS.COM
- https://www.investwithevidence.com
- https://www.facebook.com/efficientadvisors
- https://www.facebook.com/evidencebasedadvisors
- https://www.linkedin.com/company/investwithevidence
- https://www.linkedin.com/in/dawnsantoriello/
- https://www.facebook.com/DSfinancialstrategies
- https://www.instagram.com/dsfinancialstrategies
- https://www.tiktok.com/dawnsantoriello
- https://www.efficientadvisorsaz.com/
- https://www.linkedin.com/company/efficient-advisors-llc
- https://www.assetmark.com/efficient-advisors
Official SEC filing: View on IAPD