RIA Intel›Advisers›Pennsylvania›CLEARVIEW FINANCIAL PARTNERS, LLC

CLEARVIEW FINANCIAL PARTNERS, LLC

Advisory

N·RADNOR, PA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
0.0%
3-Year CAGR
+7.5%
Employees
5
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients610
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingDec 3, 2016
Latest FilingJul 28, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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