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Clear Point Advisors

Also known as clear point

Wealth ManagerMelville, United StatesFounded 1998
Melville
Headquarters
Get Contact Details Website
Investment Focus

About Clear Point Advisors

Latest News QUESTIONS ABOUT A FINANCIAL ISSUE? ASK OUR ADVISORS.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Clear Point Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$253.4M
Total Clients
418
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Clear Point Advisors across SEC, IRS, DOL and international registers — newest first.

13F
Clear Point Advisors Inc.
Jul 29, 2026 · 2026 Q2
$112.8M
13F
Clear Point Advisors Inc.
Apr 29, 2026 · 2026 Q1
$129.0M
FORM ADV
CLEAR POINT ADVISORS, INC.
Mar 26, 2026
$253.4M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Clear Point Advisors?

Clear Point Advisors is a wealth manager based in Melville, United States.

Where is Clear Point Advisors headquartered?

Clear Point Advisors is headquartered in Melville, United States.

When was Clear Point Advisors founded?

Clear Point Advisors was founded in 1998.

How can I contact Clear Point Advisors?

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