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INSIGHT ADVISORS, LLC
CRD 168057File 801-78355
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$785.6M
Above cohort median (national)
Discretionary AUM
$782.3M
Non-discretionary $3.3M
Clients
899
2,487 accounts
Employees
22
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 1, 2013
- Principal office
- 10 N. STATE STREET, NEWTOWN, PA, 18940
- Phone
- 215-550-6011
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $785.6M
- Discretionary AUM
- $782.3M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 2,475
- Non-discretionary accounts
- 12
- Total accounts
- 2,487
- AUM per client
- $874K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.4M |
| High net worth individuals | 227 | $609.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.8M |
| Individuals (other than high net worth individuals) | 667 | $169.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.