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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Ballentine Partners vs CV Advisors LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Ballentine Partners is the larger of the two, with $15B in regulatory assets to $15B at CV Advisors LLC, 2% more than its rival, by their latest Form ADV filings. Ballentine Partners reports more individual clients (342 vs 145), while CV Advisors LLC’s clients hold more on average (about $90 million each against $43 million). Ballentine Partners is based in Waltham, Massachusetts and CV Advisors LLC in Aventura, Florida.

FigureBallentine PartnersCV Advisors LLC
Regulatory AUM$15B$15B
National rank#62#64
HeadquartersWaltham, MassachusettsAventura, Florida
Individual clients342145
High-net-worth clients342145
Average client assets$43 million$90 million
Accounts7,4015,953
Discretionary73% of AUM12% of AUM
Employees12582
Advisory staff8723
Clients per advisory employee46
Offices51
Form ADV filed2026-09-232026-04-23

Ballentine Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

CV Advisors LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Ballentine Partners or CV Advisors LLC?

Ballentine Partners, with $15B in regulatory assets under management against $15B at CV Advisors LLC. Nationally they rank #62 and #64 among 5,657 independent wealth management RIAs.

How many clients do Ballentine Partners and CV Advisors LLC have?

Ballentine Partners reports 342 individual clients (342 high-net-worth) with 87 advisory employees; CV Advisors LLC reports 145 (145 high-net-worth) with 23 advisory employees.

How do Ballentine Partners and CV Advisors LLC charge clients?

Only Ballentine Partners lists hourly charges; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Ballentine Partners and CV Advisors LLC offer?

Ballentine Partners lists educational seminars and workshops, which CV Advisors LLC does not. CV Advisors LLC lists portfolio management for businesses and institutions; other services, which Ballentine Partners does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Ballentine Partners ↗, CV Advisors LLC ↗. How to check a financial advisor →