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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-25-2017
- Office Locations
- 1
Office Locations
About Clearview Financial Partners
Clearview Financial Partners is a Radnor, PA-based RIA providing fiduciary investment management and comprehensive financial planning focused on client goals rather than commissions. The team positions its guidance as independent, long-term oriented advice, supporting planning across multiple life events. Operates across retail and institutional relationships and custodies through platforms such as Schwab and LPL Financial.
Reported data analysis
What the numbers show
Between March 15, 2025 and July 28, 2026, reported AUM increased 24.4%, from $850.4M to $1.1B.
Across 5 reported observations, AUM increased 16.9% between September 1, 2022 and July 28, 2026, from $905.5M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 669 clients, or 133.8 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clearview Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID LOUIS FITZGERALD
Chief Compliance Officer, President
- CRD
- #1927550
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW WILLIAM FACTOR
Partner, Investment Advisor Representative
- CRD
- #5628997
JEFFREY MITCHELL FACTOR
Investment Advisor Representative
- CRD
- #3263301
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,058,194,989 | $1,317,802 |
| Non-Discretionary | $0 | -- |
| Total | $1,058,194,989 | $1,317,802 |
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Separately Managed Accounts
SMA allocation detail is available
Clearview Financial Partners has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.