RIA Intel›Advisers›Pennsylvania›FINANCIAL COMPASS LLC

FINANCIAL COMPASS LLC

Advisory

PA

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in PA

#906

of 1,528 advisers by AUM

Average account

$565K

across 148 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

DILLON CAPITAL MANAGEMENT, LLC

$84M

BRIGHTSIDE WEALTH PLANNING, LLC

CENTER VALLEY, PA

$84M

BIRCH CREEK CAPITAL, LLC

$83M

BUFFALO VALLEY WEALTH PLUS LLC

MIFFLINBURG, PA

$85M

SOLEBURY ASSET MANAGEMENT LLC

$85M

ILG PRIVATE WEALTH, INC.

$83M

Get the full picture on FINANCIAL COMPASS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIAL COMPASS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans