The Insight Group, Inc.

The Insight Group, Inc. (CRD# 117936) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $503,538,447 in 1,188 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    504
    MILLION
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $423,854
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, TX, UT, WA

Financial Advisors at The Insight Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Charles L. Cutler
CRD#: 1999770
3115 E. Lion Lane, Suite 100, Salt Lake City, UT 84121
96
Wealthminder
score

Charles Cutler (CRD# 1999770) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.

2
Mark R. Matley
CRD#: 1877740
3115 E. Lion Lane, Suite 100, Salt Lake City , UT 84121
96
Wealthminder
score

Mark Matley (CRD# 1877740) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City , UT and has over 27 years of experience in the finance industry.

3
Paul W. Salisbury
CRD#: 1523233
3115 E. Lion Lane, Suite 100, Salt Lake City, UT 84121
96
Wealthminder
score

Paul Salisbury (CRD# 1523233) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 30 years of experience in the finance industry. Paul Salisbury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott N. Sayre
CRD#: 1380810
3115 E. Lion Lane, Suite 100, Salt Lake City, UT 84121
96
Wealthminder
score

Scott Sayre (CRD# 1380810) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry. Scott Sayre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jane A. Rogers
CRD#: 4747752
3115 E. Lion Lane, Suite 100, Salt Lake City, UT 84121
93
Wealthminder
score

Jane Rogers (CRD# 4747752) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.

6
Jamie O. Tarrant
CRD#: 3170070
3115 E. Lion Lane, Suite 100, Salt Lake City, UT 84121
93
Wealthminder
score

Jamie Tarrant (CRD# 3170070) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 15 years of experience in the finance industry.

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