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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+ Nationwide Investment Advisors, LLC $16.73B · Columbus, OH+ Circle Wealth Management, LLC $14.07B · Summit, NJ+ Concentric $13.91B · Walnut Creek, CA
Aventura, FL
Coral Gables, FL
San Francisco, CA
Assets under management$15.08B$17.75B$16.01B
Asset growth, last 2 years+56%+28%+634%
Advisory staff2335252
Individual clients14511214,593
Assets per client$104M$158.5M$1.1M
Clients per advisor6358
Main custodianJ.P. Morgan–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack217
People on Advicer.bio422336

From each firm's latest Form ADV (Apr 2026, Oct 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 OfficesFarther
Prospecting
Poseidon––Uses it
Wealthfeed––Uses it
Account Aggregation
Plaid––Uses it
Client Data Gathering
TaxStatus––Uses it
Client File Sharing
BoxUses it––
CRM
HubSpot––Uses it
Estate Planning
EncorEstate Plans––Uses it
Performance Reporting
Addepar–Uses it–
Planning Support
advice.ai––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Cv Advisors LLC: J.P. Morgan, Morgan Stanley, UBS · We Family Offices: none listed · Farther: Schwab, Fidelity, Pershing