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 22 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 22 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 3 years of experience in the finance industry.

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