Clearview Wealth Advisors, LLC

Clearview Wealth Advisors, LLC is a financial services firm based in the US, specializing in comprehensive financial planning and investment management tailored to meet individual client needs. Clearview Wealth Advisors, LLC focuses on providing financial advisory services. The firm is headquartered in Salem, US. In December 2025, EP Wealth Advisors, LLC, a portfolio company of Ares Management, acquired Clearview Wealth Advisors.

The acquisition aims to enhance capabilities and strengthen market reach. The firm has completed a total of 1 deal, with the most recent deal date occurring on December 16, 2025. Clearview Wealth Advisors, now integrated with EP Wealth Advisors, primarily offers comprehensive financial planning and investment management services tailored to individual client needs. Their core product suite includes personalized financial plans, portfolio management, retirement planning, estate planning, tax strategies, and family office services.

These offerings address various financial scenarios, ensuring clients meet their long-term financial goals. The company serves a diverse clientele of over 15,000 households across the United States, focusing on individuals and families seeking fiduciary-level advice. Services are delivered through in-person consultations and digital resources, reflecting a commitment to accessibility and client education, particularly in key markets like California, Texas, New York, and Florida. Clearview Wealth Advisors generates revenue primarily through advisory fees associated with its financial planning and investment services.

Clients enter into agreements that delineate the scope of services, typically structured as a percentage of assets under management (AUM), charged annually. This fee structure aligns the firm’s incentives with clients' financial success, fostering long-term relationships. The firm also engages in revenue-generating activities through educational webinars and resources, enhancing client engagement and retention. Specific pricing details and flagship service costs are proprietary to the firm and not publicly disclosed.

The acquisition of Clearview Wealth Advisors by EP Wealth Advisors in December 2025 will allow the latter to enhance its capabilities and strengthen its market reach. Future growth plans include launching new products designed to further cater to client financial needs, though specific details and release dates are not currently available. Additionally, the firm aims to expand into new markets, targeting geographic regions that align with its strategic growth objectives, although specific regions have not been disclosed. The recent acquisition will support these initiatives by providing additional resources and capabilities to meet client demands.