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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

CV Advisors LLC vs Freestone Capital Management, 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 $15B at Freestone Capital Management, LLC, 4% more than its rival, by their latest Form ADV filings. Freestone Capital Management, LLC reports more individual clients (2,906 vs 145), while CV Advisors LLC’s clients hold more on average (about $90 million each against $3.9 million). CV Advisors LLC is based in Aventura, Florida and Freestone Capital Management, LLC in Seattle, Washington.

FigureCV Advisors LLCFreestone Capital Management, LLC
Regulatory AUM$15B$15B
National rank#64#65
HeadquartersAventura, FloridaSeattle, Washington
Individual clients1452,906
High-net-worth clients1451,337
Average client assets$90 million$3.9 million
Accounts5,9534,494
Discretionary12% of AUM69% of AUM
Employees82120
Advisory staff2346
Clients per advisory employee663
Offices15
Form ADV filed2026-04-232026-06-29

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

Freestone Capital Management, LLC

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
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, CV Advisors LLC or Freestone Capital Management, LLC?

CV Advisors LLC, with $15B in regulatory assets under management against $15B at Freestone Capital Management, LLC. Nationally they rank #64 and #65 among 5,657 independent wealth management RIAs.

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

CV Advisors LLC reports 145 individual clients (145 high-net-worth) with 23 advisory employees; Freestone Capital Management, LLC reports 2,906 (1,337 high-net-worth) with 46 advisory employees.

How do CV Advisors LLC and Freestone Capital Management, LLC charge clients?

Only Freestone Capital Management, LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do CV Advisors LLC and Freestone Capital Management, LLC offer?

CV Advisors LLC lists portfolio management for businesses and institutions; other services, which Freestone Capital Management, LLC does not. Freestone Capital Management, LLC lists educational seminars and workshops, which CV Advisors LLC 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: CV Advisors LLC ↗, Freestone Capital Management, LLC ↗. How to check a financial advisor →