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RIA comparison · SEC Form ADV

CV Advisors LLC vs Aptus Capital Advisors, LLC

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

The short answer

CV Advisors LLC is the larger of the two, with $15B in regulatory assets to $14B at Aptus Capital Advisors, LLC, 7% more than its rival, by their latest Form ADV filings. Aptus Capital Advisors, LLC reports more individual clients (12,693 vs 145), while CV Advisors LLC’s clients hold more on average (about $90 million each against $840,000). CV Advisors LLC is based in Aventura, Florida and Aptus Capital Advisors, LLC in Fairhope, Alabama.

FigureCV Advisors LLCAptus Capital Advisors, LLC
Regulatory AUM$15B$14B
National rank#64#66
HeadquartersAventura, FloridaFairhope, Alabama
Individual clients14512,693
High-net-worth clients1452,358
Average client assets$90 million$840,000
Accounts5,95312,707
Discretionary12% of AUM90% of AUM
Employees8240
Advisory staff2326
Clients per advisory employee6488
Offices118
Form ADV filed2026-04-232026-09-24

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

Aptus Capital Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, CV Advisors LLC or Aptus Capital Advisors, LLC?

CV Advisors LLC, with $15B in regulatory assets under management against $14B at Aptus Capital Advisors, LLC. Nationally they rank #64 and #66 among 5,657 independent wealth management RIAs.

How many clients do CV Advisors LLC and Aptus Capital Advisors, LLC have?

CV Advisors LLC reports 145 individual clients (145 high-net-worth) with 23 advisory employees; Aptus Capital Advisors, LLC reports 12,693 (2,358 high-net-worth) with 26 advisory employees.

How do CV Advisors LLC and Aptus Capital Advisors, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do CV Advisors LLC and Aptus Capital Advisors, LLC offer?

CV Advisors LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; selecting other advisers, which Aptus Capital Advisors, LLC does not. Aptus Capital Advisors, LLC lists portfolio management for investment companies, which CV Advisors LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; other services.

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: CV Advisors LLC ↗, Aptus Capital Advisors, LLC ↗. How to check a financial advisor →