Insight Advisors, LLC

Insight Advisors, LLC (CRD# 168057) is a financial advisory firm headquartered in Newtown, PA. They manage $157,600,000 in 534 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $295,131
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, FL, NC, NJ, NY, PA, TX

Financial Advisors at Insight Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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.

3
Eric W. Loughnane
CRD#: 6034829
10 N. State Street, Newtown, PA 18940
89
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.

4
Cara M. Cannon
CRD#: 6199255
10 N. State Street, Newtown, PA 18940
88
Wealthminder
score

Cara Cannon (CRD# 6199255) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 2 years of experience in the finance industry.

5
Jeffrey Cholish
CRD#: 6583433
10 N. State Street, Newtown, PA 18940
87
Wealthminder
score

Jeffrey Cholish (CRD# 6583433) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has 1 year of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
Paul C. Orihel
CRD#: 2803368
10 N. Main Street, Newtown, PA 18940
71
Wealthminder
score

Paul Orihel (CRD# 2803368) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 20 years of experience in the finance industry.

8
Thomas J. McInerney
CRD#: 711975
10 N. State Street, Newtown, PA 18940
63
Wealthminder
score

Thomas McInerney (CRD# 711975) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.

9
Barry B. Blount
CRD#: 2210746
10 N. State Street, Newtown, PA 18940
61
Wealthminder
score

Barry Blount (CRD# 2210746) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.