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 8 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 17 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 3 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 1 year 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 19 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 36 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 24 years of experience in the finance industry.

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