What Clearview Wealth Advisors does

Clearview Wealth Advisors was a planning-focused registered investment advisor headquartered in Columbia, Maryland, with a supervisory office in Hunt Valley, Maryland. The firm delivered personalized financial planning, wealth management, insurance, retirement, investment, estate, and tax services to individuals, small business owners in the Washington metropolitan area, and clients aged 55 and older preparing for retirement. Its core product set spanned Financial Planning, Wealth Management, Insurance, Retirement Planning, Investment Services, Estate Planning, Tax Planning, and Workplace Education Seminars, all delivered through a four-step relationship-driven process (Analyze, Recommend, Implement, Review) and supported by an open-architecture platform accessed through MML Investors Services, LLC (Member SIPC), with National Financial Services as clearinghouse.

The firm operated with six full-time professionals — three advisors (Steve Janvier as Managing Partner, Thomas Marney, and Jeannette Jordan) holding combined experience of approximately 70 years and credentials including CFP, ChFC, CASL, and RICP, plus three support staff (Karen Taylor, Evan Noack, Will Ransom). Revenue was generated through advisory fees on managed accounts, fee-based comprehensive financial plans, insurance product commissions, and investment placement transactions. Securities registration extended across 25 U.S. states and insurance licensure across 18 states. As of December 31, 2023, the firm reported over $80 million in assets under management.

In December 2025, Clearview Wealth Advisors was acquired by EP Wealth Advisors, a Torrance, California-based fee-only RIA, contributing nearly $218 million in AUM and joining EP Wealth's Phoenix region operations as the acquirer's ninth strategic partnership of 2025. Post-acquisition, the firm operates as a wholly-owned subsidiary within EP Wealth's national network of 61 offices across 22 states managing $40.5 billion in assets.

Name

Clearview Wealth Advisors

Legal name

ClearView Wealth Advisors

Website

https://cvwealthadvisors.com

Company type

Private

Founded year

2025

Operating status

Acquired

Headcount range

1–10 employees

Short description

Clearview Wealth Advisors was a Columbia, Maryland-based registered investment advisor delivering personalized financial planning, wealth management, insurance, retirement, and estate services to individuals and small business owners. Operating through MML Investors Services, LLC with ~$218M AUM at acquisition by EP Wealth Advisors in December 2025.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning
• Investment advisory services
• Estate and tax planning

Headquarters

HQ city

Columbia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Advisory Fees on Wealth Management Accounts: Compensation through advisory fees charged on wealth management accounts managed through MML Investors Services, LLC.
2. Fee-Based Comprehensive Financial Plans: Fee-based comprehensive financial plans with periodic reviews that may require new planning agreements and additional fees.
3. Insurance Products: Compensation through insurance programs including life, disability, and long-term care insurance products.
4. Investment Placement: Compensation for the placement of investments through their broker-dealer MML Investors Services, LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Clearview Wealth Advisors delivers personalized financial planning and wealth management services through a four-step needs-based process (Analyze, Recommend, Implement, Review). The firm provides comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, insurance solutions, and workplace education seminars, processing securities transactions through MML Investors Services, LLC on an open architecture platform.

Product overview

ClearView Wealth Advisors offers a comprehensive financial planning and wealth management service. The firm operates as a team of financial planners offering open-architecture access to thousands of investment and insurance products. The core service portfolio includes Financial Planning, Wealth Management, Insurance, Retirement Planning, Investment Services, Estate Planning, and Tax Planning, all delivered through a needs-based four-step process (Analyze, Recommend, Implement, Review). The firm also provides Workplace Education Seminars as an educational add-on through MML Investors Services, LLC. The three main advisors collectively bring seventy years of professional experience, and the firm manages over $80 million in assets under management (as of 12/31/2023).

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service delivered through a five-step process: determining the current financial situation, developing goals, identifying alternatives, creating and implementing plans, and regular reevaluation. Targeted at individuals and households seeking holistic financial guidance.
• Wealth Management
• Insurance
• Retirement Planning
• Investment Services
• Estate Planning
• Tax Planning
• Workplace Education Seminars

Quantifiable outcome

• Over $80 million in assets under management as of 12/31/2023

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• MML Investors Services, LLCcoreOthersRegistered investment adviser and broker-dealer through which ClearView Wealth Advisors processes securities transactions. Member SIPC. Provides the platform for their managed account programs with over $80 million in assets under management as of 12/31/2023.
• National Financial ServicesminorOthersClearinghouse for securities transactions processed through MML Investors Services, LLC.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Edelman Financial Engines: Large fee-only RIA built on comprehensive financial planning, retirement income planning, and investment management for individuals and small businesses — closely aligned with ClearView's planning-led, multi-service approach.
• The Colony Group: Mid-sized, planning-focused RIA serving high-net-worth individuals and families with comprehensive financial planning, investment, tax, and estate services — similar in scale, service breadth, and client orientation to ClearView.
• EP Wealth Advisors: Torrance, CA-based fee-only RIA that acquired ClearView in December 2025. Operates the same planning-led, comprehensive wealth management model for individuals and small-business owners, and now owns the ClearView team — making it the most direct operational peer.
• Cetera Financial Group: Independent broker-dealer supporting thousands of financial advisors who deliver comprehensive financial planning, retirement, and wealth management services to individual clients — a directly comparable business model.
• Cambridge Investment Research: Independent broker-dealer supporting a large national network of financial advisors and RIAs offering open-architecture investment and insurance products, closely analogous to ClearView's MML Investors Services relationship.
• Commonwealth Financial Network: Independent broker-dealer that supports a national network of small-to-mid-sized planning-led RIAs with open-architecture product access — directly comparable to the MML Investors Services platform relationship ClearView relies on.

Broad incumbents

• Focus Financial Partners: Leading RIA consolidator that partners with high-quality independent wealth management firms — directly comparable to EP Wealth in ClearView's transaction, and reflective of the consolidation path ClearView itself pursued.
• Wealth Enhancement Group: National RIA that acquires and partners with planning-led wealth management firms across the U.S. — closely comparable to the strategic acquirer role EP Wealth played for ClearView.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, tax, estate, and retirement services to individuals and families — a scaled-up version of ClearView's full-service planning model.
• LPL Financial: The largest independent broker-dealer in the U.S., supporting tens of thousands of advisors and RIAs that provide planning, wealth management, and insurance services — a broader incumbent version of ClearView's distribution model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ClearView-Wealth-Advisors
• LinkedInlinkedin.com/company/clear-view-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clearview Wealth Advisors