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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+ Circle Wealth Management, LLC $14.07B · Summit, NJ+ Concentric $13.91B · Walnut Creek, CA
Aventura, FL
Coral Gables, FL
Columbus, OH
Assets under management$15.08B$17.75B$16.73B
Asset growth, last 2 years+56%+28%+17%
Advisory staff2335316
Individual clients145112251,200
Assets per client$104M$158.5M$67K
Clients per advisor63795
Main custodianJ.P. Morgan–Nationwide Trust Company, Fsb
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio422395

From each firm's latest Form ADV (Apr 2026, May 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 OfficesNationwide Investment Advisors, 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 · Nationwide Investment Advisors, LLC: Nationwide Trust Company, Fsb, Nationwide Life Insurance Company