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| Keyboard |
| Efficient Advisors LLC
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|---|---|
| CRD # | 150144 |
| SEC # | 801-70110 |
| CIK # | 0001542164 |
| AUM | 3.1 B (2026-03-13) |
| Employees | 14 (43% Investors, 7% Brokers) |
| Phone | 267-613-6250 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,971 | 1.8 |
| (b) Individuals (high net worth individuals) | 548 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 229 | 0.3 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,508 | 3.1 |
| By Discretionary | ||
| Discretionary | 16,431 | 2.9 |
| Non-Discretionary | 1,077 | 0.2 |
| Total | 17,508 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 17,508 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001542164] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BPS Capital Management Inc
✚
|
MN | 3.1 B |
|
Winthrop Advisory Group LLC
✚
|
MA | 3.1 B |
|
Thompson Investment Management Inc
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WI | 3.1 B |
|
Disciplina Capital Management LLC
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TN | 3.1 B |
|
Crewe Advisors LLC
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UT | 3.1 B |
|
Silvant Capital Management LLC
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GA | 3.0 B |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 3.0 B |
|
Gibson Capital LLC
✚
|
PA | 3.0 B |
|
Carrick Lane LLC
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|
NY | 3.0 B |
|
Strategic Global Advisors LLC
✚
|
CA | 3.0 B |