Wealth manager, independent · Radnor, PA
Clearview Financial Partners
Clearview Financial Partners, LLC · SEC-registered investment adviser · CRD 286168 · SEC 801-114244
At a glance
Clearview Financial Partners is an SEC-registered investment adviser based in Radnor, Pennsylvania, with $1.1B in regulatory assets under management as of its Form ADV filed July 28, 2026. It reports 627 individual clients, 349 of them high-net-worth, holding an average of about $1.5 million each, and 8 employees. That ranks it 1043rd among the nation’s 5,657 independent wealth management RIAs and 69th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab.
Main office 610-293-9211cvfpartners.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,043 of 5,657
- Rank among all SEC RIAs
- #5,200 of 17,210
- Rank in Pennsylvania
- #69 of 260
- Individual clients
- 627
- High-net-worth clients
- 349
- Accounts
- 803
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- David L. FitzgeraldPresident / Chief Compliance Officer / Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Clearview Financial Partners is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 349 | $869M | 82% |
| Pension and profit sharing plans | 23 | $79M | 7% |
| Individuals | 278 | $68M | 6% |
| Charitable organizations | 6 | $31M | 3% |
| Corporations or other businesses | 13 | $10M | <1% |
Disciplinary disclosures
Clearview Financial Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cvfpartners.com ↗
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The full record on Clearview Financial Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 3,399 peers of its type and size
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- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Trebuchet Consulting, LLCPittsburgh | $1.1B | 410 |
| Concentus Wealth AdvisorsNewtown Square | $1.1B | 341 |
| Sterling Investment Advisors LTD.Berwyn | $1.1B | 436 |
| Faithward Advisors, LLCLancaster | $1.1B | 3,036 |
| Stanley-Laman Group LTD.Berwyn | $1.0B | 225 |
Background
Questions
How much does Clearview Financial Partners manage?
Clearview Financial Partners reports $1.1B in regulatory assets under management across 803 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 28, 2026.
How many clients does Clearview Financial Partners have?
It reports 627 individual clients: 349 high-net-worth individuals and 278 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Clearview Financial Partners headquartered?
Its main office is in Radnor, Pennsylvania. It reports 1 office in total and 8 employees, 5 of whom perform investment advisory functions.
How does Clearview Financial Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Clearview Financial Partners use?
It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab. On Schedule D of its Form ADV filed July 28, 2026, it reports these amounts held: LPL Financial ($565M); Charles Schwab ($416M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Clearview Financial Partners a hybrid RIA with a broker-dealer?
Clearview Financial Partners is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Clearview Financial Partners a fiduciary?
As an SEC-registered investment adviser, Clearview Financial Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 4 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Clearview Financial Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →