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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CLEARVIEW FINANCIAL PARTNERS

CLEARVIEW FINANCIAL PARTNERS, LLC, CRD 286168

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a76699c-7adc-50f1-1d3c-ff018a466bca

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2016 to Jul 28, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $938MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $176Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 803
Individual clients: 278
High net worth clients: 349
Custody, client assets: $0
SEC number: 801-114244
CRD: 286168
Filings on the tape: 30
First filed: Dec 3, 2016
Latest filed: Jul 28, 2026
Organised: Limited Liability Company, PA
Website: cvfpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID LOUIS FITZGERALD	n/a	RADNOR, PA	8	37	3	no
JEFFREY MITCHELL FACTOR	n/a	RADNOR, PA	8	26	3	no
ANDREW WILLIAM FACTOR	n/a	RADNOR, PA	8	14	1	no
WINFIELD ROSS YOUNG	n/a	RADNOR, PA	8	27	3	no
STEVEN RICHARD MONTGOMERY	n/a	RADNOR, PA	8	24	2	no
IAN EDWARD HIGGINS	n/a	RADNOR, PA	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FITZGERALD, DAVID, LOUIS	PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER	E	yes	12/2016	Jul 28, 2026	Jul 28, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$1.1B	$1.1B	8	5	0	n/a	n/a
2024	Mar 15, 2025	$850M	$850M	8	5	0	n/a	n/a
2023	Mar 28, 2024	$1.1B	$1.1B	8	5	0	n/a	n/a
2022	Mar 28, 2023	$1.0B	$1.0B	8	5	0	n/a	n/a
2021	Mar 30, 2022	$906M	$906M	8	5	0	n/a	n/a
2020	Mar 28, 2021	$821M	$821M	8	5	0	n/a	n/a
2019	Mar 30, 2020	$670M	$670M	9	6	0	n/a	n/a
2018	Mar 15, 2019	$567M	$567M	9	6	0	n/a	n/a
2016	Mar 14, 2017	$0	$0	7	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$850M	24.4%	$1.0B	1.7%	8	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE WHARTON ADVISORY GROUP, LLC	2	Jul 5, 2018	May 3, 2018	WAYNE, PA	Team lift out	Other	28.6%

Relationships

Registered with (6)

← IAN EDWARD HIGGINSAdvisorregistration: current employment
Jan 26, 2024 to presentfactForm ADV
← STEVEN RICHARD MONTGOMERYAdvisorregistration: current employment
May 3, 2018 to presentfactForm ADV
← WINFIELD ROSS YOUNGAdvisorregistration: current employment
Apr 27, 2018 to presentfactForm ADV
← JEFFREY MITCHELL FACTORAdvisorregistration: current employment
Apr 26, 2018 to presentfactForm ADV
← ANDREW WILLIAM FACTORAdvisorregistration: current employment
Apr 26, 2018 to presentfactForm ADV
← DAVID LOUIS FITZGERALDAdvisorregistration: current employment
Sep 25, 2017 to presentfactForm ADV

Affiliated with (1)

← THE WHARTON ADVISORY GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← FITZGERALD, DAVID, LOUISOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER, ownership code E, individual
Dec 3, 2016 to Dec 9, 2024factForm ADV

Moved with (1)

← THE WHARTON ADVISORY GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Jul 5, 2018 to May 3, 2018factForm ADV

Dated events

Occurred
Dec 3, 2016
First Form ADV filing
Clearview Financial Partner filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a76699c-7adc-50f1-1d3c-ff018a466bca
First observed: Dec 3, 2016
Last observed: Jul 28, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEARVIEW FINANCIAL PARTNERS

CLEARVIEW FINANCIAL PARTNERS, LLC, CRD 286168

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a76699c-7adc-50f1-1d3c-ff018a466bca

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID LOUIS FITZGERALD

n/a

RADNOR, PA

JEFFREY MITCHELL FACTOR

n/a

RADNOR, PA

ANDREW WILLIAM FACTOR

n/a

RADNOR, PA

WINFIELD ROSS YOUNG

n/a

RADNOR, PA

STEVEN RICHARD MONTGOMERY

n/a

RADNOR, PA

IAN EDWARD HIGGINS

n/a

RADNOR, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FITZGERALD, DAVID, LOUIS

PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER

yes

12/2016

Jul 28, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$1.1B

n/a

2024

Mar 15, 2025

$850M

n/a

2023

Mar 28, 2024

$1.1B

n/a

2022

Mar 28, 2023

$1.0B

n/a

2021

Mar 30, 2022

$906M

n/a

2020

Mar 28, 2021

$821M

n/a

2019

Mar 30, 2020

$670M

n/a

2018

Mar 15, 2019

$567M

n/a

2016

Mar 14, 2017

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$850M

24.4%

$1.0B

1.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE WHARTON ADVISORY GROUP, LLC

Jul 5, 2018

May 3, 2018

WAYNE, PA

Team lift out

Other

28.6%