CRD: 106993
Connors Investor Services INC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-1969
- Office Locations
- 2
Office Locations
About Connors Investor Services INC
Connors Investor Services Inc is a Wyomissing, PA RIA serving business owners, entrepreneurs, and retirees with integrated financial planning and investment management, including tax/estate planning and insurance coordination. Portfolios are built largely with ETFs alongside fixed income and risk-managed asset-allocation approaches. The firm runs ETF-heavy SMAs and custody includes Charles Schwab and Morgan Stanley.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 6.4%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 6.3% between November 4, 2022 and March 31, 2026, from $1.2B to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 662 clients, or 66.2 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 56 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PETER JAMES CONNORS
DIRECTOR, Investment Advisor Representative, President, TREASURER
- CRD
- #4342038
- Ownership
- 50% but less than 75%
MARLIN MILLER
DIRECTOR, President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 17 owners & executives
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Benjamin Robert Connors
Operations & Client Service
- CRD
- #8001264
Showing 1 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,281,082,279 | $1,935,170 |
| Non-Discretionary | $0 | -- |
| Total | $1,281,082,279 | $1,935,170 |
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Separately Managed Accounts
SMA allocation detail is available
Connors Investor Services INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Connors Investor Services INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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