CV Advisors LLC

CV Advisors LLC

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19495 Biscayne Boulevard Suite 808

Aventura, FL 33180

305-358-5990

cv-advisors.com

No. advisers: 35

AUM: $5,091,319,572

Asset Breakdown

Staff
Employees 35
Clients
High-net-worth individuals 76-99%
Financial planning clients N/A
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $501,063,992 129 $3,884,217
Non-discretionary 4590255580 463 $9,914,159
Total $5,091,319,572 592 $8,600,202

Top regional fee-only RIAs

December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...

The top-ranked fee-only U.S. RIAs by region

December 11, 2014 - Northeastern RIAs Firm Total Assets ($M) Total Accounts Discretionary Assets ($M) Discretionary Accounts Nondiscretionary Assets ($M) Nondiscretionary Accounts Employees Chevy Chase Trust Company $18,944.00 2,861 $18,944.00 2,861 $0.00 0 76 Silvercrest...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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