COMPASS ION ADVISORS, LLC - Financial Advisor in Pennsylvania, Conshohocken

Tel: (610) 228-2200 300 Conshohocken State Road Suite 230 Conshohocken, Pennsylvania 19428

About COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC is a Conshohocken, Pennsylvania based financial advisory firm with nearly $1,089,630,152 in assets under management and provides investment advisory services for 3277 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

166418

Firm SEC#:

801-78503

Assets Under Management:

$1,089,630,152

No. of Clients:

3277

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Conshohocken

FirmCRD#:107876

SEC#:801-55813

No. of Advisors:656

No. of Clients:193

AUM:$124,406,091,995

FirmCRD#:107518

SEC#:801-35477

No. of Advisors:33

No. of Clients:40

AUM:$33,655,762,702

FirmCRD#:290078

SEC#:801-111965

No. of Advisors:94

No. of Clients:138

AUM:$13,493,087,310

FirmCRD#:141470

SEC#:801-67173

No. of Advisors:43

No. of Clients:2081

AUM:$8,201,352,376

FirmCRD#:135822

SEC#:801-68586

No. of Advisors:30

No. of Clients:2599

AUM:$4,947,657,452

FirmCRD#:277170

SEC#:801-106613

No. of Advisors:16

No. of Clients:12

AUM:$1,471,292,466

FirmCRD#:300795

SEC#:801-118135

No. of Advisors:17

No. of Clients:9

AUM:$1,416,637,644

FirmCRD#:151491

SEC#:801-70598

No. of Advisors:5

No. of Clients:13

AUM:$987,796,488

FirmCRD#:150250

SEC#:801-78950

No. of Advisors:11

No. of Clients:355

AUM:$850,983,461

FirmCRD#:333260

SEC#:801-131329

No. of Advisors:5

No. of Clients:148

AUM:$775,801,961

FirmCRD#:155426

SEC#:801-71975

No. of Advisors:17

No. of Clients:534

AUM:$638,385,367

FirmCRD#:318664

SEC#:801-126452

No. of Advisors:14

No. of Clients:4

AUM:$593,149,516

FirmCRD#:325042

SEC#:801-127433

No. of Advisors:16

No. of Clients:164

AUM:$477,563,232

FirmCRD#:119396

SEC#:801-115004

No. of Advisors:4

No. of Clients:984

AUM:$284,600,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HAMILTON LANE

107876

801-55813

193

656

$124,406,091,995

PENN MUTUAL ASSET MANAGEMENT, LLC

107518

801-35477

$33,655,762,702

CENTERSQUARE INVESTMENT MANAGEMENT LLC

290078

801-111965

138

$13,493,087,310

MILL CREEK CAPITAL ADVISORS, LLC

141470

801-67173

2081

$8,201,352,376

COPELAND CAPITAL MANAGEMENT, LLC

135822

801-68586

2599

$4,947,657,452

CLOVERLAY INVESTMENT MANAGEMENT, LLC

277170

801-106613

$1,471,292,466

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

300795

801-118135

$1,416,637,644

ARIN RISK ADVISORS LLC

151491

801-70598

$987,796,488

IRONVIEW CAPITAL MANAGEMENT, LLC

150250

801-78950

355

$850,983,461

PITCAIRN WEALTH ADVISORS LLC

333260

801-131329

148

$775,801,961

MMA ASSET MANAGEMENT LLC

155426

801-71975

534

$638,385,367

ELECTRA CAPITAL

318664

801-126452

$593,149,516

KITCHING PARTNERS, LLC

325042

801-127433

164

$477,563,232

NORTHSTAR FINANCIAL COMPANIES, INC.

119396

801-115004

984

$284,600,000

Explore More Financial Advisor Firms in Conshohocken, Pennsylvania >>