← Back to searchVisit website
INSIGHT ADVISORS, LLC
CRD 168057 · SEC 801-78355
10 N. STATE STREET, NEWTOWN, PA, 18940, United States
Phone
215-550-6011
Fax
215-550-6016
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$785.6M
Discretionary AUM
$782.3M
Team
22 total employees; 16 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 667 | $169.6M |
| High net worth individuals | 227 | $609.9M |
| Corporations/business entities | 5 | $3.4M |
States served
AZ, CA, CO, GA, MD, MA, NJ, NY, NC, PA, SC, VA, WV, TX, CT, FL
All web addresses on file
- https://www.linkedin.com/in/matthew-charles-b8986024/
- https://www.linkedin.com/in/thomas-mcinerney-14772a167/
- HTTP://MYINSIGHTADVISORS.COM/
- HTTP://WWW.ORIHELWEALTHMANAGEMENT.COM/
- https://in.linkedin.com/company/insight-advisors-llc.
- https://www.linkedin.com/in/connor-chew-741384156/
- https://www.linkedin.com/in/james-wong-chfc-1851b331/
- https://privateindex.com/
- https://www.linkedin.com/in/ryan-davies-1a700614/
- https://www.linkedin.com/in/paulorihel
- https://www.linkedin.com/in/matthew-mcinerney-917a6315/
- https://www.linkedin.com/in/thomas-brolle-48797612a/
- https://www.linkedin.com/in/eric-loughnane-03640089/
Official SEC filing: View on IAPD