Compass Ion Advisors, LLC

Compass Ion Advisors, LLC (CRD# 166418) is a financial advisory firm headquartered in Conshohocken, PA. They manage $571,818,000 in 2,538 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    572
    MILLION
  • Total Number of Accounts
    2,538
    ACCOUNTS
  • Average Account Value
    $225,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Compass Ion Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Benjamin M. Dourte
CRD#: 3053786
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
96
Wealthminder
score

Benjamin Dourte (CRD# 3053786) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry. Benjamin Dourte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Justin Harvey
CRD#: 5809051
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
96
Wealthminder
score

Justin Harvey (CRD# 5809051) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 7 years of experience in the finance industry. Justin Harvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard J. Liburdi
CRD#: 1103964
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
96
Wealthminder
score

Richard Liburdi (CRD# 1103964) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 34 years of experience in the finance industry.

4
Douglas R. Macgray
CRD#: 4463192
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
96
Wealthminder
score

Douglas Macgray (CRD# 4463192) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry. Douglas Macgray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
James C. Baird
CRD#: 847959
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
93
Wealthminder
score

James Baird (CRD# 847959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 35 years of experience in the finance industry.

6
Carol S. Gangewer
CRD#: 1418375
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
93
Wealthminder
score

Carol Gangewer (CRD# 1418375) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 24 years of experience in the finance industry.

7
Matthew D. Kane
CRD#: 2397223
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
93
Wealthminder
score

Matthew Kane (CRD# 2397223) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry.

8
George J. Limbach
CRD#: 1908368
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
93
Wealthminder
score

George Limbach (CRD# 1908368) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 18 years of experience in the finance industry.

9
Daniel H. Soderberg
CRD#: 2402870
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
93
Wealthminder
score

Daniel Soderberg (CRD# 2402870) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry.

10
Patrick M. House
CRD#: 1388528
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428
83
Wealthminder
score

Patrick House (CRD# 1388528) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 32 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.