RIA Intel›Advisers›California›CLEARVIEW FINANCIAL, INC.

CLEARVIEW FINANCIAL, INC.

Advisory

SAN DIEGO, CA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in CA
#2,786
of 5,480 advisers by AUM
Average account
$2M
across 44 accounts
AUM per adviser
$51M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM
$101M
Discretionary %
100%
Clients
44
Employees
2

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$101M
Discretionary AUM$101M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

LIBERTY GROUP, LLC
OAKLAND, CA
$101M
+37.2% 1Y
PALOMAR ADVISORS INC.
$101M
WEALTHMARK ADVISORY GROUP, LLC
$101M
NY&A, LLC
LAGUNA HILLS, CA
$101M
ROBERT V. HOROWITZ, LLC
$101M
MERIDIAN CAPITAL MANAGEMENT INC
SEAL BEACH, CA
$102M
+32.9% 1Y

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