Efficient Advisors

Efficient Advisors (CRD# 150144) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,268,842,230 in 6,253 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,269
    MILLION
  • Total Number of Accounts
    6,253
    ACCOUNTS
  • Average Account Value
    $202,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Efficient Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Thomas E. Dundorf
CRD#: 2080469
2518-b Plantation Center Drive, Matthews, NC 28105
96
Wealthminder
score

Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 27 years of experience in the finance industry. Thomas Dundorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Resnick
CRD#: 2564858
1801 Market Street, Suite 1010, 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
Mark A. Zorko
CRD#: 6146675
1801 Market Street, Suite 1010, Philadelphia, PA 19103
93
Wealthminder
score

Mark Zorko (CRD# 6146675) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 7 years of experience in the finance industry.

4
Anthony R. Colancecco
CRD#: 6247436
1801 Market Street, Suite 1010, Philadelphia, PA 19103
90
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.

5
Christopher J. Bak
CRD#: 6278208
1801 Market Street, Suite 1010, Philadelphia, PA 19103
89
Wealthminder
score

Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 2 years of experience in the finance industry.

6
Nathan A. Fulks
CRD#: 6338435
1801 Market Street, Suite 1010, Philadelphia, PA 19103
88
Wealthminder
score

Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Philadelphia, PA and has over 2 years of experience in the finance industry.

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