Insight Advisors, LLC

Insight Advisors, LLC (CRD# 168057) is a financial advisory firm headquartered in Newtown, PA. They manage $265,732,077 in 1,074 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    1,074
    ACCOUNTS
  • Average Account Value
    $247,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NC, NJ, NY, PA, TX, VA, WV

Financial Advisors at Insight Advisors, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Keith L. Becker
CRD#: 1676269
10 N. State Street, Newtown, PA 18940
93
Wealthminder
score

Keith Becker (CRD# 1676269) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 30 years of experience in the finance industry.

2
Bruce T. Brolle
CRD#: 2171981
10 N State Street, Newtown, PA 18940
93
Wealthminder
score

Bruce Brolle (CRD# 2171981) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 26 years of experience in the finance industry.

3
Ryan S. Davies
CRD#: 3094299
10 N State St., Newtown, PA 18940
93
Wealthminder
score

Ryan Davies (CRD# 3094299) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 10 years of experience in the finance industry.

4
Carla L. Simon
CRD#: 4004997
10 N. State Street, Newtown, PA 18940
93
Wealthminder
score

Carla Simon (CRD# 4004997) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 18 years of experience in the finance industry.

5
Cara M. Cannon
CRD#: 6199255
10 N. State Street, Newtown, PA 18940
90
Wealthminder
score

Cara Cannon (CRD# 6199255) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.

6
Eric W. Loughnane
CRD#: 6034829
10 N. State Street, Newtown, PA 18940
90
Wealthminder
score

Eric Loughnane (CRD# 6034829) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 4 years of experience in the finance industry.

7
Jeffrey Cholish
CRD#: 6583433
10 N. State Street, Newtown, PA 18940
89
Wealthminder
score

Jeffrey Cholish (CRD# 6583433) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 2 years of experience in the finance industry.

8
William M. Haskins
CRD#: 1264179
4198 Cox Rd., Suite 103, Glen Allen, VA 23060
83
Wealthminder
score

William Haskins (CRD# 1264179) is an Investment Advisor Representative working at Insight Advisors, LLC in Glen Allen, VA and has over 33 years of experience in the finance industry.

9
Gerald J. Johnson
CRD#: 1438789
4198 Cox Rd., Suite 103, Glen Allen, VA 23060
83
Wealthminder
score

Gerald Johnson (CRD# 1438789) is an Investment Advisor Representative working at Insight Advisors, LLC in Glen Allen, VA and has over 32 years of experience in the finance industry.

10
William Wolf
CRD#: 2818088
10 N. State Street, Newtown, PA 18940
83
Wealthminder
score

William Wolf (CRD# 2818088) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 21 years of experience in the finance industry.

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