Data / Investment advisers / Pennsylvania / Clearview Financial Partners
Clearview Financial Partners, Radnor, PA: $1.1 billion AUM, SEC registered investment adviser
Clearview Financial Partners is an SEC registered investment adviser with its main office in Radnor, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 286168
- SEC file number
- 801-114244
- SEC status
- Approved, effective November 5, 2018
- Legal name
- Clearview Financial Partners, LLC
- Main office
- 100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087
- Phone
- (610) 293-9211
- Website
- cvfpartners.com
- Regulatory AUM
- $1,058,194,989 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $1,058,194,989
- Accounts
- 803
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 349 | $869.4 million |
| Pension and profit sharing plans | 23 | $79.2 million |
| Individuals (other than high net worth individuals) | 278 | $68.5 million |
| Charitable organizations | 6 | $30.7 million |
| Corporations or other businesses | 13 | $10.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.06 billion | February 27, 2026 |
| December 1, 2025 | $850.4 million | March 15, 2025 |
Other advisers in Radnor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| LBC Credit Partners | Radnor | $3.24 billion | 6 | adviserinfo.sec.gov |
| Alterra Ios Manager, LLC | Radnor | $3.19 billion | 3 | adviserinfo.sec.gov |
| McAdam LLC | Radnor | $2.68 billion | Not listed | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | $2.46 billion | 1 | adviserinfo.sec.gov |
| Patriot Financial Manager, L.P. | Radnor | $1.13 billion | 5 | adviserinfo.sec.gov |
| Stoneridge PMG Advisors, LLC | Radnor | $774.2 million | Not listed | adviserinfo.sec.gov |
| Presilium Private Wealth, LLC | Radnor | $671.7 million | Not listed | adviserinfo.sec.gov |
| Drexel Morgan & Co. | Radnor | $607 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Radnor, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Clearview Financial Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.