Insight Private Advisors, LLC

Insight Private Advisors, LLC (CRD# 169017) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $251,317,520 in 1,482 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,482
    ACCOUNTS
  • Average Account Value
    $169,580
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
  • 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.

CA, CO, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA

Financial Advisors at Insight Private Advisors, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Howard A. Brod
CRD#: 4447196
5571 N University Drive Suite 10, Coral Springs, FL 33067
93
Wealthminder
score

Howard Brod (CRD# 4447196) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Coral Springs, FL and has over 15 years of experience in the finance industry.

2
Steven H. Druckman
CRD#: 5345067
139 West End Avenue, Somerville, NJ 07621
93
Wealthminder
score

Steven Druckman (CRD# 5345067) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Somerville, NJ and has over 9 years of experience in the finance industry.

3
James H. Hunt
CRD#: 1375554
139 West End Avenue, Somerville, NJ 08876
93
Wealthminder
score

James Hunt (CRD# 1375554) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Somerville, NJ and has over 24 years of experience in the finance industry.

4
Eric W. Lathrop
CRD#: 5781631
151 Main Street, Flemington, NJ 08822
93
Wealthminder
score

Eric Lathrop (CRD# 5781631) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Flemington, NJ and has over 6 years of experience in the finance industry.

5
Willard D. Moore
CRD#: 4530900
Holmdel, NJ
93
Wealthminder
score

Willard Moore (CRD# 4530900) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Holmdel, NJ and has over 14 years of experience in the finance industry.

6
Shelley P. Nord
CRD#: 5296827
745 Route 202/206, Suite 305, Bridgewater, NJ 08807
93
Wealthminder
score

Shelley Nord (CRD# 5296827) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Bridgewater, NJ and has over 6 years of experience in the finance industry.

7
Glad M. Perez
CRD#: 5682964
Basking Ridge, NJ
93
Wealthminder
score

Glad Perez (CRD# 5682964) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Basking Ridge, NJ and has over 6 years of experience in the finance industry.

8
Kevin E. Ryan
CRD#: 1485888
65 S. Main St., Bldg. B, Suite B001, Pennington, NJ 08534
93
Wealthminder
score

Kevin Ryan (CRD# 1485888) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Pennington, NJ and has over 30 years of experience in the finance industry.

9
James B. Stark
CRD#: 1068449
Newton, NJ
93
Wealthminder
score

James Stark (CRD# 1068449) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Newton, NJ and has over 17 years of experience in the finance industry.

10
Harry W. Tillman
CRD#: 4892830
745 Route 202/206, Suite 305, Bridgewater, NJ 08807
93
Wealthminder
score

Harry Tillman (CRD# 4892830) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Bridgewater, NJ and has over 11 years of experience in the finance industry.

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