RIA Intel›Advisers›Virginia›CLEARVIEW FINANCIAL, LLC

CLEARVIEW FINANCIAL, LLC

Advisory

RICHMOND, VA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in VA

#438

of 588 advisers by AUM

Average account

$319K

across 322 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$103M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$103M

Discretionary AUM$103M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients166

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX, VA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

166 clients

32 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

PIEDMONT INVESTMENT ADVISORS, LLC

$103M

PAGE WEALTH SERVICES, LLC

$102M

BEALE HEALY INVESTMENT ADVISORS INC

$103M

TEMPLER WEALTH MANAGEMENT, LLC

$103M

ROCK CREEK INVESTMENT ADVISORS, LLC

$102M

MARKEL|EAGLE PARTNERS, LLC

$103M

Get the full picture on CLEARVIEW FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLEARVIEW FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans