What departments does Efficient Advisors have?

Efficient Advisors has employees across 3 departments including Operations, Consultant, Analytics.

What is the largest department at Efficient Advisors?

The largest department at Efficient Advisors is Operations with 1 employees.

Where are Efficient Advisors employees located globally?

Efficient Advisors has employees across 2 continents and 3 countries including South Africa, United States Of America, Jamaica.

How has Efficient Advisors's team size changed over time?

Efficient Advisors's team has decreased from approximately 13 to 9 employees based on available data.

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Efficient Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Efficient Advisors operates as a turnkey asset management firm within financial services, focusing on aligning its services with client needs. It emphasizes building lasting relationships with financial advisors and their clients, treating these connections as central to its business. The firm emphasizes transparency in its approach, operations, and compensation, and aims to combine proven practices with fresh thinking to support professional wealth management.

Based in Philadelphia, Pennsylvania, Efficient Advisors serves a market of advisory professionals seeking fiduciary-guided portfolio management and ETF strategy. It positions itself as a TAMP provider and ETF strategist, helping advisors construct and oversee portfolios for clients. In November 2025, AssetMark, Inc. announced the acquisition of Efficient Advisors, LLC.

Efficient Advisors Global Highlights

North America
22

United States Of America
21
Jamaica
1

Africa
2

South Africa
2

Efficient Advisors's Leadership

P. K.
Director Of Operations
Mobile Phone
Email
E. B.
Portfolio Manager
Mobile Phone
Email
W. M.
Senior Wealth Advisor
Mobile Phone
Email
J. K.
Advisor Consultant
Mobile Phone
Email
C. S.
Broker
Mobile Phone
Email
M. M.
Business Analyst
Mobile Phone
Email

Efficient Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design
Consultant

Contact profiles from Efficient Advisors

Name

Title

Contact Info

Location

Last Update

P. K.
Director Of Operations
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
E. B.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
W. M.
Senior Wealth Advisor
Mobile Phone
Email
United StatesArizona
Apr 16, 2026
J. K.
Advisor Consultant
Mobile Phone
Email
United StatesPennsylvania
May 12, 2026
C. S.
Broker
Mobile Phone
Email
South Africa
Apr 03, 2026
M. M.
Business Analyst
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Efficient Advisors known for?

Efficient Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in Philadelphia, Pennsylvania 19103 United States; you can contact the main corporate office by phone at

+1-267-613-****

. Explore Efficient Advisors's company overview page for more information.

What is Efficient Advisors's most common email format?

Efficient Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Efficient Advisors email formats with LeadIQ.

How many employees does Efficient Advisors have currently?

Efficient Advisors has approximately 14 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Efficient Advisors's key employees and leadership?

As of June 2026, Efficient Advisors's key employees include:

Director Of Operations: P. K.
Portfolio Manager: E. B.
Senior Wealth Advisor: W. M.
Advisor Consultant: J. K.
Broker: C. S.

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Efficient Advisors Employee Directory

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