Efficient Advisors
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1801 Market St Ste 1000, Philadelphia, P...Phone Number
(267) 613-6250Website
www.efficientadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Efficient Advisors
Efficient Advisors is a financial advisory firm that focuses on simplifying the investment process for clients. They collaborate with like-minded financial advisors to provide smart investment solutions. Their services are designed for investors seeking straightforward and effective investment strategies. The company emphasizes a partnership approach to help clients achieve their financial goals.Explore more
Efficient Advisors Org Chart
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Activity Insights
Efficient Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Efficient Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Efficient Advisors.
Efficient Advisors Tech Stack
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Efficient Advisors News & Media
AssetMark to acquire Efficient Advisors to expand RIA footprint
Efficient Advisors brings approximately $3bn in client assets into AssetMark’s national RIA platform.AssetMark Boosts RIA Presence with $3B Efficient Advisors Acquisition - NAPA
In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client assets.Efficient Advisors reaches over $2 billion in assets under management
PHILADELPHIA, Pa., Dec. 18, 2020 /PRNewswire/ -- Efficient Advisors ("EA") has now reached a milestone of over $2 billion in assets under management as of December 1, 2020. This is largely a result of streamlining the operation process, hiring new talent, and executing innovative...Efficient Advisors Announces Merger with Evidence Based Advisors
PHILADELPHIA, Sept. 9, 2020 /PRNewswire/ -- Efficient Advisors ("EA") is pleased to announce its merger with Evidence Based Advisors ("EBA"). The combined firm has $1.6 billion in assets under management, offers investment management and its full-service back office to more than 200...
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Efficient Advisors is a financial advisory firm that focuses on simplifying the investment process for clients. They collaborate with like-minded financial advisors to provide smart investment solutions. Their services are designed for investors seeking straightforward and effective investment strategies. The company emphasizes a partnership approa... Read More
