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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):+ Capital Wealth Planning, LLC $17.25B · Naples, FL+ Farther $16.01B · San Francisco, CA+ Concentric $13.91B · Walnut Creek, CA+ Sapient Capital LLC $13.76B · Indianapolis, IN
Aventura, FL
Coral Gables, FL
Summit, NJ
Assets under management$15.08B$17.75B$14.07B
Asset growth, last 2 years+56%+28%+38%
Advisory staff233511
Individual clients145112349
Assets per client$104M$158.5M$40.3M
Clients per advisor6332
Main custodianJ.P. Morgan–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack211
People on Advicer.bio42211

From each firm's latest Form ADV (Apr 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 OfficesCircle Wealth Management, LLC
Client File Sharing
BoxUses it––
Performance Reporting
Addepar–Uses itUses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Cv Advisors LLC: J.P. Morgan, Morgan Stanley, UBS · We Family Offices: none listed · Circle Wealth Management, LLC: Schwab, Bank of Nova Scotia, J.P. Morgan