Efficient Advisors, LLC
CRD 150144SEC# 801-70110
No longer SEC-registered. Efficient Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.08B
Employees
14
Accounts
17,508
Location
—
Efficient Advisors, LLC assets under management
Efficient Advisors, LLC is an SEC-registered investment adviser. It reports $3.1 billion in regulatory assets under management and employs 14 people.
Efficient Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. Control | Owner | Over 75% | 2025 |
| Gary George Zyla Control | Chief Financial Officer & Treasurer | Under 5% | 2025 |
| James Russell Hadaway | Chief Compliance Officer | Under 5% | 2019 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Efficient Advisors, LLC manage?
Efficient Advisors, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Efficient Advisors, LLC have?
Efficient Advisors, LLC reports 14 employees.
Does Efficient Advisors, LLC disclose fund performance?
Efficient Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:30 - 5:30 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.08B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$3.08Bregulatory AUM
Discretionary $2.88BNon-discretionary $204.6M