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RIA comparison · SEC Form ADV

Independent Financial 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

Independent Financial Partners is the larger of the two, with $16B in regulatory assets to $15B at CV Advisors LLC, 8% more than its rival, by their latest Form ADV filings. Independent Financial Partners reports more individual clients (52,539 vs 145), while CV Advisors LLC’s clients hold more on average (about $90 million each against $230,000). Both are based in Florida: Independent Financial Partners in Tampa and CV Advisors LLC in Aventura.

FigureIndependent Financial PartnersCV Advisors LLC
Regulatory AUM$16B$15B
National rank#58#64
HeadquartersTampa, FloridaAventura, Florida
Individual clients52,539145
High-net-worth clients18,190145
Average client assets$230,000$90 million
Accounts54,1545,953
Discretionary71% of AUM12% of AUM
Employees32882
Advisory staff30223
Clients per advisory employee1746
Offices1721
Form ADV filed2026-09-302026-04-23

Independent Financial Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

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, Independent Financial Partners or CV Advisors LLC?

Independent Financial Partners, with $16B in regulatory assets under management against $15B at CV Advisors LLC. Nationally they rank #58 and #64 among 5,657 independent wealth management RIAs.

How many clients do Independent Financial Partners and CV Advisors LLC have?

Independent Financial Partners reports 52,539 individual clients (18,190 high-net-worth) with 302 advisory employees; CV Advisors LLC reports 145 (145 high-net-worth) with 23 advisory employees.

How do Independent Financial Partners and CV Advisors LLC charge clients?

Only Independent Financial 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 Independent Financial Partners and CV Advisors LLC offer?

Independent Financial Partners lists pension consulting; educational seminars and workshops, which CV Advisors LLC does not. CV Advisors LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions, which Independent Financial Partners does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers; 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: Independent Financial Partners ↗, CV Advisors LLC ↗. How to check a financial advisor →