Celebrating a fantastic year with an amazing team! Wishing everyone a joyful holiday season filled with health, peace, and love. Here's to a bright and successful year ahead!
CV Advisors LLC
Financial Services
Aventura, FL 1,371 followers
A boutique family office with the capabilities of an asset manager and deep institutional relationships.
About us
With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.
- Website
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http://www.cv-advisors.com/
External link for CV Advisors LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Aventura, FL
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
Get directions
19495 Biscayne Boulevard
PH1
Aventura, FL 33154, US
Employees at CV Advisors LLC
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Rey Ramos
Senior Systems Analyst at CV Advisor
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Crina Pop
Certified Money Coach (CMC)® | Financial Literacy Advocate | Investment Accountant | MBA
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Jack Krzynowek
Finance & Accounting Professional in Private Equity
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Clinton Wait
Family Office ~ Private Wealth Management ~ Financial Markets
Updates
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Thrilled to share that CV Advisors LLC has been ranked #18 on Financial Planning's RIA Leaders 2024: Top 150 Largest Fee-Only RIAs! This recognition reflects our dedication to #excellence, #integrity, and putting our #ClientsFirst. Proud to be part of a team driving impact in the wealth management space. Check out the full article here: #RIALeaders #WealthManagement #ClientFirst #Excellence #FinancialPlanning
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Honored to see our CEO, Elliot Dornbusch, featured in #Barron's, sharing insights on CV Advisors’ approach to #ETFs. With a focus on transparency, efficiency, and value, Elliot highlights why our firm has chosen #ETFs over #MutualFunds #InvestmentStrategies #Leadership #ClientFocused
ETFs, Mutual Funds, or Both? Investment Advisors Share Their Strategies.
barrons.com
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We are thrilled to announce that CV Advisors LLC has been ranked #25 by Forbes' Top RIA Firms for 2024 in the country and #1 in the state of Florida!* Grateful to our team and clients for making this achievement possible!🚀 *Determined as per principal place of business #ForbesRIA #WealthManagement #RIA #TopRIA #FamilyOffice #Florida
Forbes Top RIA Firms 2024 List - Registered Investment Advisors
social-www.forbes.com
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Miami's appeal to the ultra-wealthy is driving rapid growth in the wealth management sector. CV Advisors, managing $13 billion in assets, is seeing a rise in affluent U.S. clients alongside Latin American families who have moved to the U.S. and are seeking a single-family office model to oversee their wealth. #WealthManagement #Miami #FinancialServices"
Miami Wealth Boom Fuels $13 Billion Firm Serving the Ultra Rich
bloomberg.com
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Privileged to be part of the CEO Summit hosted by Constellation Wealth Capital. A fantastic opportunity to connect, learn, and grow with some of the brightest minds in the industry. Looking forward to the impactful conversations and collaborations ahead!
Wrapping up our inaugural CEO Summit feeling energized and inspired. We spent the last few days with the CEOs of our partner firms, where we discussed the important topics driving our industry forward, shared valuable insights, and explored innovative strategies to stay ahead in a rapidly evolving market. The collaboration, openness, and shared vision among us was truly remarkable. Beyond the strategic discussions, we bonded over our shared commitment to excellence, leadership, and creating lasting value for clients and communities. Excited to take these learnings and collective momentum into the next chapter of growth and success. Here’s to continued partnership and impact! Dick Pfister, CAIA — AlphaCore Wealth Advisory Michael Tiedemann — AlTi Tiedemann Global Britt Campbell — Avior Wealth Management, LLC Elliot Dornbusch — CV Advisors LLC Jason Ozur — Lido Advisors, LLC Arthur Ambarik, CFP® — Perigon Wealth Management, LLC Doug John — Requisite Capital Management Karl Heckenberg, Lisa Crafford, Pat McHugh
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Welcome aboard, Gabriel Simkin, CFA, CAIA!! We look forward to achieving great things together. 🚀 #Welcome #NewHire #TeamGrowth #PortfolioManagement
Constellation-backed CV hires portfolio manager from nonprofit
citywire.com
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We are thrilled to announce that CV Advisors has been ranked #66 in the Barron's Top 100 RIA Firms in the country and #1 in the state of Florida*! 🏆 This recognition is a testament to our unwavering commitment to providing exceptional service and personalized financial solutions to our clients. We are grateful for the trust our clients place in us and for the dedication of our talented team who make achievements like this possible. *Determined as per principal place of business #CVAdvisors #Barrons #RIA #FamilyOffice #FinancialPlanning #WealthManagement #Top100 #Florida
2024 Top 100 RIA Firms
barrons.com
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Proud to share that CV Advisors was honored to attend the #WealthManagement Gala as a finalist for the #Wealthies Family Offices Client Initiative award! 🌟 We are incredibly grateful to have been selected among such outstanding professionals in the industry. This is a testament to the hard work and dedication of our amazing team, who have built an exceptional platform for our clients. We couldn’t be prouder of how far we’ve come! #ClientSuccess #Teamwork #Gratitude #FamilyOffice
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