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COMPASS ION ADVISORS, LLC

CONSHOHOCKEN, PA · CRD 166418 · IAPD ↗ · ionadv.com · (610) 228-2200

$1.59BRegulatory AUM
15Advisory reps
24Employees
11Clients
251-500Planning clients
0Private funds
22States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — COMPASS ION ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2026 — COMPASS ION ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — COMPASS ION ADVISORS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
June 2025 — COMPASS ION ADVISORS, LLC changed its website from compass-ionadvisors.com to ionadv.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2025 — COMPASS ION ADVISORS, LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2024 — COMPASS ION ADVISORS, LLC added office(s): 15 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — COMPASS ION ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — COMPASS ION ADVISORS, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — COMPASS ION ADVISORS, LLC crossed $1B in regulatory AUM ($767.1M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.