894 Followers on Owler
OverviewCompetitorsAcquisitionsFundingNews & Insights

EFE Competitors or Alternatives

EFE's top competitors include RBC Wealth Management, Mercer Advisors and Tolleson Wealth Management.

Unlock 7 more competitors →

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

  • FUNDING

    REVENUE

  • EMPLOYEES

    FUNDING

  • REVENUE

  • CEO RATING

  • EMPLOYEES

  • FUNDING

  • REVENUE

EFE's company profile

Jay Shah

CEO

86/100
1,000 - 5,000
$0
$100M - 500M
  • $0
    $100M - 500M
  • 1,000 - 5,000
    $0
  • $100M - 500M
  • 86/100
  • 1,000 - 5,000
  • $0
  • $100M - 500M
View ProfileView
1
EFE's Competitor - RBC Wealth Management logo

Michael Armstrong

CEO

90/100
1,000 - 5,000
- -
$100M - 500M
  • - -
    $100M - 500M
  • 1,000 - 5,000
    - -
  • $100M - 500M
  • 90/100
  • 1,000 - 5,000
  • - -
  • $100M - 500M
View ProfileView
2
EFE's Competitor - Mercer Advisors logo

Dave Welling

CEO

89/100
1,000 - 5,000
$8.7M
$100M - 500M
  • $8.7M
    $100M - 500M
  • 1,000 - 5,000
    $8.7M
  • $100M - 500M
  • 89/100
  • 1,000 - 5,000
  • $8.7M
  • $100M - 500M
View ProfileView
3
EFE's Competitor - Tolleson Wealth Management logo

J. Carter Tolleson

Chairman & CEO

90/100
83
$49.4M
$43.3M
  • $49.4M
    $43.3M
  • 83
    $49.4M
  • $43.3M
  • 90/100
  • 83
  • $49.4M
  • $43.3M
View ProfileView
4
EFE's Competitor - Independent Financial Advisors logo

David Kelton

President

90/100
1 - 25
$150K
$100K - 5M
  • $150K
    $100K - 5M
  • 1 - 25
    $150K
  • $100K - 5M
  • 90/100
  • 1 - 25
  • $150K
  • $100K - 5M
View ProfileView
5
EFE's Competitor - Ron Icabone logo

CEO

- -
1 - 25
- -
$100K - 5M
  • - -
    $100K - 5M
  • 1 - 25
    - -
  • $100K - 5M
  • - -
  • 1 - 25
  • - -
  • $100K - 5M
View ProfileView
The top 10 competitors in EFE's competitive set are RBC Wealth Management, Mercer Advisors, Tolleson Wealth Management, Mariner, Independent Financial Advisors, Ron Icabone, Steele Financial Partners Inc, Rollilns Financial, Ritholtz Wealth Management and Sanctum Wealth. Together they have raised over 189.7M between their estimated 5.8K employees. EFE's revenue is the ranked 1st among it's top 10 competitors. The top 10 competitors average 108.1M. EFE has 1,500 employees and is ranked 2nd among it's top 10 competitors. The top 10 competitors average 731.

EFE VS RBC Wealth Management

RBC Wealth Management is a top competitor of EFE. RBC Wealth Management is a Private company that was founded in 1909 in New York, New York. RBC Wealth Management operates in the Asset & Investment Management industry. Compared to EFE, RBC Wealth Management has 1,500 more employees.

EFE VS Mercer Advisors

Mercer Advisors is seen as one of EFE's biggest rivals. Mercer Advisors was founded in 1985, and is headquartered in Denver, Colorado. Mercer Advisors is in the Asset & Investment Management industry. Mercer Advisors generates $33M less revenue vs. EFE.

EFE VS Tolleson Wealth Management

Tolleson Wealth Management is seen as one of EFE's top competitors. Tolleson Wealth Management was founded in Dallas, Texas} in 2000. Tolleson Wealth Management competes in the Asset & Investment Management industry. Compared to EFE, Tolleson Wealth Management generates $299.7M less revenue.

Looking for similar companies to EFE?

Similar Companies

Companies in Boston with employees in 1.0-5.0K range

See 92 companies 
Asset & Investment Management companies with employees in 1.0-5.0K range

See 232 companies 
Companies in Boston with revenue in $100-500M range

See 138 companies 
Asset & Investment Management companies in Boston

See 275 companies 
Asset & Investment Management companies with revenue in $100-500M range

See 313 companies 
Companies in Massachusetts with employees in 1.0-5.0K range

See 360 companies 
Companies in Greater Boston with employees in 1.0-5.0K range

See 361 companies 
Asset & Investment Management companies in Greater Boston

See 499 companies 
Asset & Investment Management companies in Massachusetts

See 562 companies 

Advanced Search

PRO

Discover new companies using five search parameters, including sector, location, public/private company status, employee count, and annual revenue.

Discover new companies using five search parameters.

Trending News for EFE and EFE's Competitors

Today 4:13 AMMercer Advisors Blog
The post A Reversal for the Magnificent Seven appeared first on Mercer Advisors....
April 2, 2025The Business Journals: Denver
The firm has been on an acquisition spree since 2016 and has announced five M&A deals so far this year....
April 1, 2025The Business Journals: Louisville Business First
A Denver firm has bought D. Scott Neal, which expands its reach to Kentucky....
April 1, 2025Mercer Advisors Blog
The post What To Know About Estate Tax Exemptions in 2025 appeared first on Mercer Advisors....

Frequently Asked Questions about EFE

  1. Who are EFE's top competitors?

    EFE's top 3 competitors are RBC Wealth Management, Mercer Advisors, Tolleson Wealth Management.

  2. Who is similar to EFE?

    RBC Wealth Management is the most similar to EFE. Mercer Advisors and Tolleson Wealth Management are also similar to EFE.

  1. Are EFE and RBC Wealth Management competitors?

    Yes, RBC Wealth Management is one of EFE’s top competitors.