Investment adviser · CRD 115211
EFS ADVISORS
Investment adviser filing (IA)
EFS ADVISORS LLC
CAMBRIDGE, MN, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $2.4B Form ADV · Item 5.F
- Client accounts
- 29,438 Accounts, not individual clients
- Employees
- 59 Reported in this filing
- Advisory professionals
- 52 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 21,660 | $2,333,420,447 | 97.1% |
| Retirement plans | 24 | $59,808,946 | 2.5% |
| Insurance companies | Fewer than 5 | $4,680,702 | 0.2% |
| Corporations & businesses | 6 | $3,438,158 | 0.1% |
| Charities | 9 | $1,129,928 | 0.0% |
| Government entities | Fewer than 5 | $126,866 | 0.0% |
Filing source
Form ADV 2042798 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1995 EAST RUM RIVER DRIVE SCAMBRIDGE, MN, 55008, United States
CRD 115211
Filing source
Form ADV 2042798 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.