Efficient Advisors

Efficient Advisors (CRD# 150144) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,184,429,121 in 7,753 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,184
    MILLION
  • Total Number of Accounts
    7,753
    ACCOUNTS
  • Average Account Value
    $152,770
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Efficient Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Gerrit A. Fedele
CRD#: 2442980
1801 Market Street, Suite 1000, Philadelphia, PA 19103
93
Wealthminder
score

Gerrit Fedele (CRD# 2442980) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 23 years of experience in the finance industry.

2
John D. Resnick
CRD#: 2564858
1801 Market Street, Suite 1000, Philadelphia, PA 19103
93
Wealthminder
score

John Resnick (CRD# 2564858) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 23 years of experience in the finance industry.

3
Anthony R. Colancecco
CRD#: 6247436
1801 Market Street, Suite 1000, Philadelphia, PA 19103
89
Wealthminder
score

Anthony Colancecco (CRD# 6247436) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.