Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
2yrs
Ryan Donovan
Financial advisor at Compass ION Advisors
Ryan Donovan is a fiduciary financial advisor in Conshohocken, Pennsylvania, with 2 years in the industry. Ryan joined Compass ION Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Compass ION Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office300 Conshohocken State Road Suite 230, Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.23 million
Advisors at the firm17
States licensed ?1 state
Services through Compass ION Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowCompass ION Advisors, LLCCurrent firm
Contact Ryan
(610) 228-2200Compass ION Advisors main office 300 Conshohocken State Road Suite 230Conshohocken, PA 19428Office · Get directions Facebook pageCompass ION Advisors
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Compass ION Advisors at (610) 228-2200 and ask for Ryan Donovan. Ryan works from the Conshohocken, PA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Compass ION Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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