Insights

Growth Recognition RVP has been recognized as one of the Top 50 Fastest Growing Firms by Financial Advisor Magazine, signaling credibility and momentum to leverage in outreach to high-net-worth prospects and potential referral partners.

Boutique Advisory With a small team and customized discretionary accounts for wealthy families and small institutions, RVP presents an opportunity to offer scalable wealth management solutions to similar UHNW segments seeking personalized, discretionary management.

Longstanding Expertise Founded in 2004 by Maury Fertig and Bob Huffman, the firm’s leadership combines over a century of collective investment experience, which can be highlighted to engage prospective clients seeking stability and proven investment philosophy.

Asset Allocation Focus Emphasize the firm’s core belief that asset allocation drives total return, aligning sales pitches with potential partners and clients who prioritize strategic diversification and risk-aware planning.

Technology & Reach RVP’s tech stack including AWS, HubSpot, WordPress, and analytics tools presents opportunities for joint marketing initiatives, data-driven outreach, and scalable client onboarding with potential tech partners.

Similar companies to Relative Value Partners, LLC

Relative Value Partners, LLC Tech Stack

Relative Value Partners, LLC uses 8 technology products and services including Linkedin Insight Tag, Amazon Web Services, WordPress, and more. Explore Relative Value Partners, LLC's tech stack below.

Relative Value Partners, LLC's Email Address Formats

Relative Value Partners, LLC uses at least 1 email format:
Relative Value Partners, LLC Email FormatsExamplePercentage
FLast@rvpllc.comJDoe@rvpllc.com
100%

Frequently Asked Questions

What is Relative Value Partners, LLC's phone number?

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You can contact Relative Value Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Relative Value Partners, LLC's official website and social media links?

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Relative Value Partners, LLC's official website is rvpllc.com and has social profiles on LinkedIn.

How much revenue does Relative Value Partners, LLC generate?

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As of September 2026, Relative Value Partners, LLC's annual revenue is estimated to be $10M - $25M.

What is Relative Value Partners, LLC's NAICS code?

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Relative Value Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Relative Value Partners, LLC have currently?

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As of September 2026, Relative Value Partners, LLC has approximately 8 employees across 1 continents, including North America. Key team members include Manager, Relationship: E. M., Senior Wealth Advisor: E. E. and Associate Wealth Advisor: Q. M. Explore Relative Value Partners, LLC's employee directory with LeadIQ.

What industry does Relative Value Partners, LLC belong to?

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Relative Value Partners, LLC operates in the Financial Services industry.

What technology does Relative Value Partners, LLC use?

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Relative Value Partners, LLC's tech stack includes Linkedin Insight Tag, Amazon Web Services, WordPress, Microsoft 365, Google Maps, HubSpot, Piwik and Apache HTTP Server.

What is Relative Value Partners, LLC's email format?

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Relative Value Partners, LLC's email format typically follows the pattern of FLast@rvpllc.com. Find more Relative Value Partners, LLC email formats with LeadIQ.

When was Relative Value Partners, LLC founded?

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Relative Value Partners, LLC was founded in 2004.
Relative Value Partners, LLC logo

Relative Value Partners, LLC

Financial ServicesIllinois, United States2-10 Employees

Relative Value Partners, LLC is a SEC-registered investment advisor that provides customized discretionary portfolio management for high-net-worth families and smaller institutions. The firm regards asset allocation as a key determinant of overall portfolio performance and works with clients to shape strategies that fit their financial goals and risk tolerance. With more than a century of combined investment experience among its founders and team, the firm aligns interests by investing a portion of its own assets alongside client accounts. It is based in Northbrook, Illinois.

The firm was founded in 2004 by Maury Fertig and Bob Huffman. In December 2022, Financial Advisor Magazine named Relative Value Partners among the Top 50 Fastest Growing Firms.

Section iconCompany Overview

Phone number
Website
rvpllc.com
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Relative Value Partners, LLC's revenue is estimated to be in the range of $10M - $25M

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