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RIA comparison · SEC Form ADV

CW Advisors, LLC 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

CW Advisors, LLC and CV Advisors LLC are almost exactly the same size, with $15B and $15B in regulatory assets (CW Advisors, LLC slightly ahead), by their latest Form ADV filings. CW Advisors, LLC reports more individual clients (6,426 vs 145), while CV Advisors LLC’s clients hold more on average (about $90 million each against $2.2 million). CW Advisors, LLC is based in Boston, Massachusetts and CV Advisors LLC in Aventura, Florida.

FigureCW Advisors, LLCCV Advisors LLC
Regulatory AUM$15B$15B
National rank#63#64
HeadquartersBoston, MassachusettsAventura, Florida
Individual clients6,426145
High-net-worth clients3,257145
Average client assets$2.2 million$90 million
Accounts23,7565,953
Discretionary97% of AUM12% of AUM
Employees15282
Advisory staff8923
Clients per advisory employee726
Offices251
Form ADV filed2026-08-262026-04-23

CW 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
  • Pension consulting
  • Selecting other advisers

How it’s paid

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

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, CW Advisors, LLC or CV Advisors LLC?

CW Advisors, LLC, with $15B in regulatory assets under management against $15B at CV Advisors LLC. Nationally they rank #63 and #64 among 5,657 independent wealth management RIAs.

How many clients do CW Advisors, LLC and CV Advisors LLC have?

CW Advisors, LLC reports 6,426 individual clients (3,257 high-net-worth) with 89 advisory employees; CV Advisors LLC reports 145 (145 high-net-worth) with 23 advisory employees.

How do CW Advisors, LLC and CV Advisors LLC charge clients?

Only CW Advisors, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do CW Advisors, LLC and CV Advisors LLC offer?

CW Advisors, LLC lists pension consulting, which CV Advisors LLC does not. CV Advisors LLC lists other services, which CW Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; 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: CW Advisors, LLC ↗, CV Advisors LLC ↗. How to check a financial advisor →