firm
Compass Advisors
MELVILLE, NY
CRD: 288256
In network coverage since September 23, 2026 · 4 stories
$767MRegulatory AUMSEC Form ADV · Oct 17
7EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 17
Network coverage
Moves
Ameriprise leaks $9.3 billion as custody platforms win
A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.