Efs Advisors
Cambridge, MN·SEC-registered · CRD #115211
Efs Advisors is an SEC-registered investment advisory firm in Cambridge, MN managing $2.4B across 31k client accounts, with 52 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
31k
Advisory staff
52
Fee model
Fee-only
How Efs Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Efs Advisors
How much does Efs Advisors manage?
Per its most recent SEC Form ADV filing (03/03/2026), Efs Advisors reports $2.4B in regulatory assets under management across roughly 31k client accounts.
How does Efs Advisors charge?
Efs Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Efs Advisors a fiduciary?
Yes. Efs Advisors is registered with the U.S. Securities and Exchange Commission (CRD #115211), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Efs Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Efs Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cambridge, MN
Profile compiled from Efs Advisors's public SEC Form ADV filing (CRD #115211, filed 03/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Efs Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Efs Advisors? Claim this profile.