{ "crd_number": 168057, "slug": "insight-advisors-llc-newtown-pa-168057", "primary_business_name": "INSIGHT ADVISORS, LLC", "legal_name": "INSIGHT ADVISORS, LLC", "dbas": [ "BENCHMARK WEALTH ADVISORS, INC.", "BROLLE WEALTH MANAGEMENT", "ORIHEL WEALTH MANAGEMENT", "PRIVATE INDEX WEALTH MANAGEMENT" ], "city": "Newtown", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-08-01", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-05-11", "carried_forward": false, "raum_total": 785650000.0, "raum_discretionary": 782345337.0, "raum_non_discretionary": 3304663.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 22, "advisory_employees": 16, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 169583144.0, "count": 667 }, "pension_profit_sharing": { "raum": 2828099.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 609880277.0, "count": 227 }, "corporations_other_businesses": { "raum": 3358480.0, "count": 5 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "AZ", "CA", "CO", "CT", "FL", "GA", "MA", "MD", "NC", "NJ", "NY", "PA", "SC", "TX", "VA", "WV" ], "websites": [ "https://in.linkedin.com/company/insight-advisors-llc", "https://linkedin.com/in/connor-chew-741384156", "https://linkedin.com/in/eric-loughnane-03640089", "https://linkedin.com/in/james-wong-chfc-1851b331", "https://linkedin.com/in/matthew-charles-b8986024", "https://linkedin.com/in/matthew-mcinerney-917a6315", "https://linkedin.com/in/paulorihel", "https://linkedin.com/in/ryan-davies-1a700614", "https://linkedin.com/in/thomas-brolle-48797612a", "https://linkedin.com/in/thomas-mcinerney-14772a167", "https://myinsightadvisors.com", "https://orihelwealthmanagement.com", "https://privateindex.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168057", "disclosure_items": [ { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" }, { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" }, { "item": "11.E(4)", "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?" } ], "city_as_filed": "NEWTOWN", "url": "https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057", "display_name": "Insight Advisors, LLC", "summary": "Insight Advisors, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.", "citation": "AdvisorCensus. Insight Advisors, LLC (CRD 168057): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Insight Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Insight Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Insight Advisors, LLC located?", "a": "Insight Advisors, LLC's principal office is in Newtown, PA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Insight Advisors, LLC registered with the SEC or a state?", "a": "Insight Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168057." }, { "q": "How much does Insight Advisors, LLC manage?", "a": "Insight Advisors, LLC reports $785,650,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary)." }, { "q": "How have Insight Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Insight Advisors, LLC: Regulatory assets under management: $590,784,497 in the October 2021 data and $785,650,000 in the October 2026 data, up 33%. Total employees: 25 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Insight Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (667); high net worth individuals (227); corporations or other businesses not listed above (5)." }, { "q": "Which custodians does Insight Advisors, LLC use?", "a": "Insight Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Insight Advisors, LLC report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168057" }, { "q": "What changed in Insight Advisors, LLC's recent Form ADV filings?", "a": "In the June 2026 filing data: No longer lists the business name Prism Planning & Solutions Group, LLC." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 590784497.0, "total_employees": 25, "filing_date": "2021-04-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 630000000.0, "total_employees": 25, "filing_date": "2022-03-16" }, { "period": "2023-10-01", "regulatory_assets_under_management": 574000000.0, "total_employees": 20, "filing_date": "2023-03-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 703000000.0, "total_employees": 19, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 712359160.0, "total_employees": 21, "filing_date": "2025-06-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 785650000.0, "total_employees": 22, "filing_date": "2026-05-11" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "No longer lists the business name Prism Planning & Solutions Group, LLC." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "No longer lists an office in White Plains, NY." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 15 to 16.", "Regulatory assets under management went from $712,359,160 to $785,650,000 (+10%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 667, "fewer_than_5": false, "raum": 169583144.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 227, "fewer_than_5": false, "raum": 609880277.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 2828099.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 5, "fewer_than_5": false, "raum": 3358480.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168057", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }