EFS ADVISORS LLC
Legal name: EFS ADVISORS
CRD #115211 SEC #801-62857 CAMBRIDGE, MN 763-689-9023
SEC Registered Disclosures
Total AUM
$2.3B
Discretionary
$2B
Employees
59
Clients
--
Accounts
29,714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2B | $224.8M | 59 | 0 |
| Mar 2024 | $2B | $1.8B | $253.3M | 59 | 0 |
| May 2023 | $1.7B | $1.4B | $267.8M | 55 | 0 |
| Mar 2023 | $1.7B | $1.4B | $267.8M | 55 | 0 |
| Sep 2022 | $1.9B | $1.6B | $335.7M | 49 | 0 |
| Aug 2022 | $1.9B | $1.6B | $335.7M | 49 | 0 |
| Mar 2022 | $1.9B | $1.6B | $335.7M | 49 | 0 |
| Oct 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Sep 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Sep 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Jun 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Apr 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Mar 2021 | $1.7B | $1.4B | $323M | 49 | 0 |
| Aug 2020 | $1.4B | $1.1B | $305.6M | 50 | 0 |
| Jun 2020 | $1.4B | $1.1B | $305.6M | 51 | 0 |
| May 2020 | $1.4B | $1.1B | $305.6M | 51 | 0 |
| Apr 2020 | $1.4B | $1.1B | $305.6M | 51 | 0 |
| Mar 2020 | $1.4B | $1.1B | $305.6M | 51 | 0 |
| Sep 2019 | $1.2B | $952M | $284.9M | 49 | 0 |
| Mar 2019 | $1.2B | $952M | $284.9M | 49 | 0 |
| Nov 2018 | $1.1B | $759.2M | $313.1M | 49 | 11,700 |
| Jul 2018 | $1.1B | $759.2M | $313.1M | 49 | 11,700 |
| Mar 2018 | $1.1B | $759.2M | $313.1M | 49 | 11,700 |
| Feb 2017 | $882.2M | $604.2M | $278M | 38 | 10,300 |
| May 2016 | $788.2M | $524M | $264.3M | 44 | 10,300 |
| Apr 2016 | $788.2M | $524M | $264.3M | 44 | 10,300 |
| Mar 2016 | $788.2M | $524M | $264.3M | 44 | 10,300 |
| Mar 2016 | $788.2M | $524M | $264.3M | 40 | 10,300 |
| Mar 2016 | $776M | $503.2M | $272.8M | 40 | 10,100 |
| Feb 2016 | $776M | $503.2M | $272.8M | 40 | 10,100 |
| Sep 2015 | $776M | $503.2M | $272.8M | 40 | 10,100 |
| Jul 2015 | $776M | $503.2M | $272.8M | 40 | 10,100 |
| Feb 2015 | $776M | $503.2M | $272.8M | 40 | 10,100 |
| Oct 2014 | $710.6M | $442.3M | $268.3M | 40 | 10,100 |
| Mar 2014 | $710.6M | $442.3M | $268.3M | 40 | 10,100 |
| Feb 2014 | $543.2M | $305.6M | $237.6M | 40 | 9,500 |
| Apr 2013 | $543.2M | $305.6M | $237.6M | 40 | 9,500 |
| Mar 2013 | $543.2M | $305.6M | $237.6M | 40 | 9,500 |
| Mar 2013 | $543.2M | $305.6M | $237.6M | 40 | 9,500 |
| Oct 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Sep 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Sep 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Aug 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Aug 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Aug 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Jul 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Jun 2012 | $520M | $416M | $104M | 11 | 9,500 |
| Jun 2012 | $395.8M | $221.7M | $174.2M | 11 | 9,000 |
| May 2011 | $395.8M | $221.7M | $174.2M | -- | -- |
| Apr 2011 | $395.8M | $221.7M | $174.2M | -- | -- |
| Oct 2010 | $291M | $210M | $81M | -- | -- |
| Mar 2008 | $210.5M | $10.5M | $200M | -- | -- |
| Nov 2007 | $142M | $0 | $142M | -- | -- |
| Mar 2007 | $142M | $0 | $142M | -- | -- |
| Jul 2004 | $38.5M | $0 | $38.5M | 10 | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2B
Non-Disc.$224.8M
Employees59
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$253.3M
Employees59
Clients0
DateMay 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$267.8M
Employees55
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$267.8M
Employees55
Clients0
DateSep 2022
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$335.7M
Employees49
Clients0
DateAug 2022
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$335.7M
Employees49
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$335.7M
Employees49
Clients0
DateOct 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateJun 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$323M
Employees49
Clients0
DateAug 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$305.6M
Employees50
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$305.6M
Employees51
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$305.6M
Employees51
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$305.6M
Employees51
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$305.6M
Employees51
Clients0
DateSep 2019
Total AUM$1.2B
Discretionary$952M
Non-Disc.$284.9M
Employees49
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$952M
Non-Disc.$284.9M
Employees49
Clients0
DateNov 2018
Total AUM$1.1B
Discretionary$759.2M
Non-Disc.$313.1M
Employees49
Clients11,700
DateJul 2018
Total AUM$1.1B
Discretionary$759.2M
Non-Disc.$313.1M
Employees49
Clients11,700
DateMar 2018
Total AUM$1.1B
Discretionary$759.2M
Non-Disc.$313.1M
Employees49
Clients11,700
DateFeb 2017
Total AUM$882.2M
Discretionary$604.2M
Non-Disc.$278M
Employees38
Clients10,300
DateMay 2016
Total AUM$788.2M
Discretionary$524M
Non-Disc.$264.3M
Employees44
Clients10,300
DateApr 2016
Total AUM$788.2M
Discretionary$524M
Non-Disc.$264.3M
Employees44
Clients10,300
DateMar 2016
Total AUM$788.2M
Discretionary$524M
Non-Disc.$264.3M
Employees44
Clients10,300
DateMar 2016
Total AUM$788.2M
Discretionary$524M
Non-Disc.$264.3M
Employees40
Clients10,300
DateMar 2016
Total AUM$776M
Discretionary$503.2M
Non-Disc.$272.8M
Employees40
Clients10,100
DateFeb 2016
Total AUM$776M
Discretionary$503.2M
Non-Disc.$272.8M
Employees40
Clients10,100
DateSep 2015
Total AUM$776M
Discretionary$503.2M
Non-Disc.$272.8M
Employees40
Clients10,100
DateJul 2015
Total AUM$776M
Discretionary$503.2M
Non-Disc.$272.8M
Employees40
Clients10,100
DateFeb 2015
Total AUM$776M
Discretionary$503.2M
Non-Disc.$272.8M
Employees40
Clients10,100
DateOct 2014
Total AUM$710.6M
Discretionary$442.3M
Non-Disc.$268.3M
Employees40
Clients10,100
DateMar 2014
Total AUM$710.6M
Discretionary$442.3M
Non-Disc.$268.3M
Employees40
Clients10,100
DateFeb 2014
Total AUM$543.2M
Discretionary$305.6M
Non-Disc.$237.6M
Employees40
Clients9,500
DateApr 2013
Total AUM$543.2M
Discretionary$305.6M
Non-Disc.$237.6M
Employees40
Clients9,500
DateMar 2013
Total AUM$543.2M
Discretionary$305.6M
Non-Disc.$237.6M
Employees40
Clients9,500
DateMar 2013
Total AUM$543.2M
Discretionary$305.6M
Non-Disc.$237.6M
Employees40
Clients9,500
DateOct 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateSep 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateSep 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateAug 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateAug 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateAug 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateJul 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateJun 2012
Total AUM$520M
Discretionary$416M
Non-Disc.$104M
Employees11
Clients9,500
DateJun 2012
Total AUM$395.8M
Discretionary$221.7M
Non-Disc.$174.2M
Employees11
Clients9,000
DateMay 2011
Total AUM$395.8M
Discretionary$221.7M
Non-Disc.$174.2M
Employees--
Clients--
DateApr 2011
Total AUM$395.8M
Discretionary$221.7M
Non-Disc.$174.2M
Employees--
Clients--
DateOct 2010
Total AUM$291M
Discretionary$210M
Non-Disc.$81M
Employees--
Clients--
DateMar 2008
Total AUM$210.5M
Discretionary$10.5M
Non-Disc.$200M
Employees--
Clients--
DateNov 2007
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees--
Clients--
DateMar 2007
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees--
Clients--
DateJul 2004
Total AUM$38.5M
Discretionary$0
Non-Disc.$38.5M
Employees10
Clients--