Clearview Financial Partners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 286168
- SEC number
- 801-114244
- Firm type
- RIA
- Assets under management
- $1.1B as of Jun 25, 2026
- Website
- www.cvfpartners.com ↗
- Phone
- (610) 293-9211
- Address
- 100 Matsonford Road, Radnor, PA, 19087
Advisors at this firm
6 in our index · page 1 of 1
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Andrew William FactorCRD 5628997 · Radnor, PAIA RegisteredRegistration inactive
-
Jeffrey Mitchell FactorCRD 3263301 · Radnor, PAIA RegisteredRegistration inactive
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David Louis FitzgeraldCRD 1927550 · Radnor, PAIA RegisteredRegistration inactive
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Ian Edward HigginsCRD 6350390 · Radnor, PAIA RegisteredRegistration inactive
-
Steven Richard MontgomeryCRD 4534651 · Radnor, PAIA RegisteredRegistration inactive
-
Winfield Ross YoungCRD 3275194 · Radnor, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 286168 ↗
FINRA BrokerCheck record for firm CRD 286168 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.