Insight Advisors, LLC

Insight Advisors, LLC (CRD# 168057) is a financial advisory firm headquartered in Newtown, PA. They manage $703,000,000 in 2,398 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
10 N. State Street, Newtown, PA 18940
https://www.linkedin.com/in/thomas-mcinerney-14772a167/
By the Numbers
  • Total Assets Under Management
    703
    MILLION
  • Total Number of Accounts
    2,398
    ACCOUNTS
  • Average Account Value
    $293,161
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WV

Financial Advisors at Insight Advisors, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Zoheb Alvi, financial advisor Newtown PA
Zoheb H. Alvi
CRD#: 5720149
10 N. Main Street, Newtown, PA 18940

Zoheb Alvi (CRD# 5720149) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 14 years of experience in the finance industry.

2
Charles Anderson, financial advisor Newtown PA
Charles M. Anderson
CRD#: 1494859
10 N State Street, Newtown, PA 18940

Charles Anderson (CRD# 1494859) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.

3
John Bauserman, financial advisor Winchester VA
John S. Bauserman
CRD#: 1140325
3042 Valley Ave., Suite 100, Winchester, VA 22601

John Bauserman (CRD# 1140325) is an Investment Advisor Representative working at Insight Advisors, LLC in Winchester, VA and has over 40 years of experience in the finance industry.

4
Keith Becker, financial advisor Newtown PA
Keith L. Becker
CRD#: 1676269
10 N. State Street, Newtown, PA 18940

Keith Becker (CRD# 1676269) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 36 years of experience in the finance industry.

5
Barry Blount, financial advisor Newtown PA
Barry B. Blount
CRD#: 2210746
10 N. State Street, Newtown, PA 18940

Barry Blount (CRD# 2210746) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 32 years of experience in the finance industry.

6
Bruce Brolle, financial advisor Newtown PA
Bruce T. Brolle
CRD#: 2171981
10 N State Street, Newtown, PA 18940

Bruce Brolle (CRD# 2171981) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 32 years of experience in the finance industry.

7
Jeffrey Cholish, financial advisor Newtown PA
Jeffrey Cholish
CRD#: 6583433
10 N. State Street, Newtown, PA 18940

Jeffrey Cholish (CRD# 6583433) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 8 years of experience in the finance industry.

8
Ryan Davies, financial advisor Newtown PA
Ryan S. Davies
CRD#: 3094299
10 N State St., Newtown, PA 18940

Ryan Davies (CRD# 3094299) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 16 years of experience in the finance industry.

9
Robert Goldberg, financial advisor Newtown PA
Robert A. Goldberg
CRD#: 1628279
10 N. State Street, Newtown, PA 18940

Robert Goldberg (CRD# 1628279) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.

10
William Haskins, financial advisor Glen Allen VA
William M. Haskins
CRD#: 1264179
4198 Cox Rd., Suite 103, Glen Allen, VA 23060

William Haskins (CRD# 1264179) is an Investment Advisor Representative working at Insight Advisors, LLC in Glen Allen, VA and has over 39 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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