RIA Intel›Advisers›Massachusetts›CLEAR VIEW WEALTH ADVISORS, LLC

CLEAR VIEW WEALTH ADVISORS, LLC

Advisory

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in MA

#1,321

of 1,590 advisers by AUM

Average account

$525K

across 46 accounts

AUM per adviser

$24M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$24M

Discretionary %

99.1%

Clients

46

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$222K

Discretionary %99.1%

Total Clients46

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

STAMPS, WOODSUM & CO. IV

BOSTON, MA

$24M

-17.4% 1Y

PARKSTONE INVESTMENTS, LLC

NEWTON, MA

$24M

LEBED ASSET MANAGEMENT LLC

BOSTON, MA

$24M

GEOFFREY C. LOYND

MARBLEHEAD, MA

$24M

STERN, MICHAEL WARREN

$24M

POSITIVE RETIREMENT OUTCOMES, LLC

MEDFIELD, MA

$24M

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