Compass Ion Advisors, LLC

CRD 166418 · Conshohocken, PA · $1.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166418
SEC number: 801-78503
Firm type: RIA
Assets under management: $1.6B as of Mar 24, 2026
Website: www.ionadv.com ↗
Phone: (610) 228-2200
Address: 300 Conshohocken State Road, Conshohocken, PA, 19428

Advisors at this firm

17 in our index · page 1 of 1

James Carl BairdCRD 847959 · Naples, FL

IA RegisteredBroker
Michael J. BrigliaCRD 6052098 · Phoenixville, PA

IA RegisteredRegistration inactive
Tyler Joseph BurnsCRD 7293847 · Chadds Ford, PA

IA RegisteredBroker
Michael DogumCRD 5636150 · Devon, PA

IA RegisteredRegistration inactive
Ryan DonovanCRD 7526216 · Conshohocken, PA

IA Registered
Carol S GangewerCRD 1418375 · Conshohocken, PA

IA RegisteredBroker
Glen Eric GangewerCRD 5207959 · Conshohocken, PA

IA Registered
Evan Joseph HewittCRD 6924104 · Conshohocken, PA

IA Registered
Matthew Daniel KaneCRD 2397223 · Conshohocken, PA

IA RegisteredBroker

Disclosure event(s) on record
Richard John LiburdiCRD 1103964 · Estero, FL

IA RegisteredRegistration inactive
George Joseph LimbachCRD 1908368 · Conshohocken, PA

IA RegisteredBroker
Joshua Scott ManifoldCRD 4628376 · Conshohocken, PA

IA RegisteredBroker

Disclosure event(s) on record
Charles W. ManningCRD 318940 · Chadds Ford, PA

IA Registered
Mark Joseph ManningCRD 2476784 · Chadds Ford, PA

IA Registered
Matthew Cameron McdanielCRD 6726877 · Knoxville, TN

IA Registered

Disclosure event(s) on record
Gbarclai Benjamin MowennCRD 7293469 · Conshohocken, PA

IA Registered
Luke C. PorterCRD 6059485 · Conshohocken, PA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 166418 ↗ FINRA BrokerCheck record for firm CRD 166418 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.