INSIGHT ADVISORS, LLC
Latest filing: Apr 23, 2025 (84 days ago)
AUM
$712,359,160
1% change vs. 1 year ago
13% change vs. 3 years ago
58% change vs. 5 years ago
409% change vs. 10 years ago
Employee Count
21
11% change vs. 1 year ago
-16% change vs. 3 years ago
40% change vs. 5 years ago
200% change vs. 10 years ago
Main Office
NEWTOWN, PA
10 N. STATE STREET, NEWTOWN, PA, UNITED STATES, 18940
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 660 | $0.2 |
| Average Individual AUM | $235,872 | |
| HNW | 221 | $0.6 |
| Average HNW AUM | $2,495,488 | |
| Retail Total | 881 | $0.7 |
| Average Retail AUM | $802,699 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 26% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 71% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 103% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
19 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM WOLF | NEWTOWN | PA | S63|1996-12-20|S65|1996-12-24 | ||||||
| BRIANNA SKORVANEK | NEWTOWN | PA | S66|2019-08-02 | ||||||
| CHARLES ANDERSON | NEWTOWN | PA | S63|1986-05-21|S65|2016-09-12 | ||||||
| PAUL ORIHEL | NEWTOWN | PA | S63|1996-12-06|S65|2010-02-24 | ||||||
| MATTHEW CHARLES | NEWTOWN | PA | S65|2020-05-29 | ||||||
| JAMES WONG | NEWTOWN | PA | S63|1986-08-18|S65|1999-06-28 | CHARTERED FINANCIAL CONSULTANT | |||||
| MATTHEW MCINERNEY | NEWTOWN | PA | S65|2020-05-28 | ||||||
| THOMAS MCINERNEY | NEWTOWN | PA | S63|1980-07-31|S65|1996-01-18 | ||||||
| CARLA SIMON | NEWTOWN | PA | S63|1999-10-15|S65|1999-10-15 | ||||||
| JEFFREY CHOLISH | NEWTOWN | PA | S65|2015-12-14 | ||||||
| KEITH BECKER | NEWTOWN | PA | S63|1987-06-18|S66|2012-09-19 | ||||||
| EDWIN JOHNS | NEWTOWN | PA | S66|2003-03-14 | ||||||
| BRUCE BROLLE | NEWTOWN | PA | S63|1991-09-05|S65|2000-11-18 | ||||||
| JULIA PELOSO-BARNES | NEWTOWN | PA | S63|1984-04-27|S65|1996-06-12 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC LOUGHNANE | NEWTOWN | PA | S66|2013-06-07 | ||||||
| NAOKA NAKAGAWA | NEWTOWN | PA | S66|2005-06-29 | ||||||
| WILLIAM HASKINS | NEWTOWN | PA | S63|1984-06-13|S65|2008-12-09 | ||||||
| RYAN DAVIES | NEWTOWN | PA | S63|2008-01-10|S66|2016-03-03 | ||||||
| ROBERT GOLDBERG | NEWTOWN | PA | S63|1987-04-07|S65|2002-04-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 21 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 21 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.0 | 1% | 19 | 2 | 11% |
| 2023-04-04 | $0.6 | $0.1 | 24% | 20 | 1 | 5% |
| 2022-04-01 | $0.6 | $0.1 | 13% | 25 | -4 | -16% |
| 2021-04-05 | $0.6 | $0.1 | 21% | 25 | -4 | -16% |
| 2020-04-01 | $0.5 | $0.3 | 58% | 15 | 6 | 40% |
| 2019-04-01 | $0.3 | $0.4 | 104% | 18 | 3 | 17% |
| 2018-04-02 | $0.4 | $0.3 | 90% | 15 | 6 | 40% |
| 2017-04-01 | $0.3 | $0.4 | 168% | 15 | 6 | 40% |
| 2016-04-01 | $0.2 | $0.6 | 352% | 5 | 16 | 320% |
| 2015-04-01 | $0.1 | $0.6 | 409% | 7 | 14 | 200% |
| 2014-04-01 | $0.1 | $0.6 | 583% | 5 | 16 | 320% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, AZ-02/12/2015, CA-03/03/2017, CO-03/16/2020, CT-02/02/2021, FL-08/02/2013, GA-03/16/2020, MA-03/28/2024, MD-03/16/2020, NC-04/24/2015, NJ-08/15/2013, NY-08/01/2013, PA-08/01/2013, SC-03/28/2024, TX-02/12/2015, VA-01/05/2017, WV-01/05/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV