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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Cv Advisors LLC (swap one in):+ Nationwide Investment Advisors, LLC $16.73B · Columbus, OH+ Farther $16.01B · San Francisco, CA+ Circle Wealth Management, LLC $14.07B · Summit, NJ+ Concentric $13.91B · Walnut Creek, CA
Aventura, FL
Coral Gables, FL
Naples, FL
Assets under management$15.08B$17.75B$17.25B
Asset growth, last 2 years+56%+28%+87%
Advisory staff23356
Individual clients14511212,217
Assets per client$104M$158.5M$1.4M
Clients per advisor632,036
Main custodianJ.P. Morgan–Raymond James
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio4229

From each firm's latest Form ADV (Apr 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCv Advisors LLCWe Family OfficesCapital Wealth Planning, LLC
Client File Sharing
BoxUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Cv Advisors LLC: J.P. Morgan, Morgan Stanley, UBS · We Family Offices: none listed · Capital Wealth Planning, LLC: Raymond James