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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2005
- Office Locations
- 1
Office Locations
About Clearvue Advisors LLC
Clearvue Advisors LLC is a Milton, MA–based RIA providing personalized, objective financial planning and investment guidance for individuals and families navigating retirement readiness, retirement income, and education funding. The firm emphasizes portfolio asset allocation and risk management, commonly using ETFs and mutual funds, and may incorporate municipal bonds. Client assets are custodied with Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clearvue Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ELISE CATHERINE STEVENSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3032389
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,595,455 | -- |
| Non-Discretionary | $244,616 | -- |
| Total | $47,840,071 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clearvue Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.