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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INSIGHT ADVISORS, LLC

CRD 168057

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea2e67a2-0e61-6c9c-c2c7-9d74a057c3ff

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 12
On other graphs: 0
Observed: Jul 12, 2013 to May 11, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $786MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $782M
Private client RAUM: $779MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $65.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 16
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,487
Individual clients: 667
High net worth clients: 227
Custody, client assets: $501M
SEC number: 801-78355
CIK: 1844880
CRD: 168057
Filings on the tape: 47
First filed: Jul 12, 2013
Latest filed: May 11, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM WOLF	n/a	NEWTOWN, PA	13	29	2	no
CARLA L. SIMON	n/a	NEWTOWN, PA	13	26	n/a	no
THOMAS JOSEPH MCINERNEY	n/a	NEWTOWN, PA	13	46	2	yes
Jeffrey Cholish	n/a	NEWTOWN, PA	10	18	1	no
RYAN SCOTT DAVIES	n/a	Newtown, PA	10	18	n/a	no
PAUL CHRISTOPHER ORIHEL	n/a	Newtown, PA	10	29	3	no
BRUCE THOMAS BROLLE	n/a	Newtown, PA	9	35	4	no
WILLIAM MEADE HASKINS	n/a	Glen Allen, VA	9	42	1	no
KEITH LEE BECKER	n/a	Newtown, PA	9	39	2	yes
JAMES WONG	Chartered Financial Consultant	Newtown, PA	8	40	5	no
Matthew Joseph Charles	n/a	NEWTOWN, PA	6	15	n/a	no
MATTHEW MCINERNEY	n/a	NEWTOWN, PA	6	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCINERNEY, MATTHEW	CHIEF COMPLIANCE OFFICER & VICE PRESIDENT	Na	yes	07/2021	Apr 7, 2021	Mar 28, 2024
MCINERNEY, THOMAS, JOSEPH	MANAGING MEMBER	E	yes	08/2013	Jul 12, 2013	Mar 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WHITE PLAINS	NY	United States	3	no
Winchester	Va	United States	2	yes
GLEN ALLEN	Va	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$786M	$782M	22	16	2	n/a	n/a
2024	Apr 23, 2025	$712M	$700M	21	15	3	n/a	n/a
2023	Mar 28, 2024	$703M	$656M	19	19	3	n/a	n/a
2022	Mar 3, 2023	$574M	$517M	20	19	4	n/a	n/a
2021	Mar 16, 2022	$630M	$562M	25	20	4	n/a	n/a
2020	Feb 2, 2021	$591M	$428M	25	19	4	n/a	n/a
2019	Mar 16, 2020	$450M	$293M	15	11	3	n/a	n/a
2018	Mar 20, 2019	$349M	$220M	18	15	3	n/a	n/a
2017	Feb 26, 2018	$375M	$238M	15	14	3	n/a	n/a
2016	Feb 24, 2017	$266M	$102M	15	13	n/a	n/a	n/a
2015	Mar 10, 2016	$158M	$117M	5	5	n/a	n/a	n/a
2014	Feb 12, 2015	$140M	$59.0M	7	5	n/a	n/a	n/a
2013	Feb 1, 2014	$104M	$0	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	33.3%	0	1	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$786M	$712M	10.3%	$574M	11.0%	22	21	2	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRISM PLANNING AND SOLUTIONS GROUP	3	Apr 6, 2026	Feb 20, 2026	WHITE PLAINS, NY	Team lift out	RIA to new firm	18.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Oct 15, 2020	Oct 13, 2020	PURCHASE, NY	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (18)

← MATTHEW MCINERNEYAdvisorregistration: current employment
Jun 2, 2020 to presentfactForm ADV
← Matthew Joseph CharlesAdvisorregistration: current employment
May 29, 2020 to presentfactForm ADV
← JAMES WONGAdvisorregistration: current employment
May 2, 2018 to presentfactForm ADV
← KEITH LEE BECKERAdvisorregistration: current employment
Jun 30, 2017 to presentfactForm ADV
← WILLIAM MEADE HASKINSAdvisorregistration: current employment
Jan 19, 2017 to presentfactForm ADV
← BRUCE THOMAS BROLLEAdvisorregistration: current employment
Nov 22, 2016 to presentfactForm ADV
← PAUL CHRISTOPHER ORIHELAdvisorregistration: current employment
Jun 17, 2016 to presentfactForm ADV
← RYAN SCOTT DAVIESAdvisorregistration: current employment
Apr 15, 2016 to presentfactForm ADV
← Jeffrey CholishAdvisorregistration: current employment
Dec 14, 2015 to presentfactForm ADV
← WILLIAM WOLFAdvisorregistration: current employment
Aug 2, 2013 to presentfactForm ADV
← CARLA L. SIMONAdvisorregistration: current employment
Aug 2, 2013 to presentfactForm ADV
← THOMAS JOSEPH MCINERNEYAdvisorregistration: current employment
Aug 2, 2013 to presentfactForm ADV
← ERIC WILLIAM LOUGHNANEAdvisorregistration: previous registration
Mar 11, 2022 to Jul 6, 2026factForm ADV
← JULIA ANNE TERESA PELOSO-BARNESAdvisorregistration: previous registration
Oct 9, 2020 to Apr 6, 2026factForm ADV
← NAOKA NAKAGAWAAdvisorregistration: previous registration
Oct 13, 2020 to Apr 6, 2026factForm ADV
← Brianna Michelle MelahnAdvisorregistration: previous registration
Oct 13, 2020 to Apr 6, 2026factForm ADV
← RALPH JOHN FETROWAdvisorregistration: previous registration
Jul 31, 2019 to Feb 10, 2023factForm ADV
← Cara CannonAdvisorregistration: previous registration
Mar 3, 2015 to Jul 20, 2020factForm ADV

Moved with (2)

→ PRISM PLANNING AND SOLUTIONS GROUPRegistered adviser3 advisors, team lift out, same day
Apr 6, 2026 to Feb 20, 2026factForm ADV
← MORGAN STANLEYRegistered adviser3 advisors, team lift out
Oct 15, 2020 to Oct 13, 2020factForm ADV

Controls (2)

← MCINERNEY, MATTHEWOwnerCHIEF COMPLIANCE OFFICER & VICE PRESIDENT, ownership code NA, individual
Apr 7, 2021 to Mar 28, 2024factForm ADV
← MCINERNEY, THOMAS, JOSEPHOwnerMANAGING MEMBER, ownership code E, individual
Jul 12, 2013 to Mar 28, 2024factForm ADV

Dated events

Occurred
Jul 6, 2026
Advisor changed firm
Eric William Loughnane left Insight Advisors, Llc for Lpl Financial Llc (registered 2026-06-22)
Form ADVobserved 3 days ago
Occurred
Apr 6, 2026
Team lift-out
3 advisors left Insight Advisors, LLC (White Plains, NY) for Prism Planning And Solutions Group on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Apr 6, 2026
Advisor changed firm
Naoka Nakagawa left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
Form ADVobserved 3 days ago
Occurred
Apr 6, 2026
Advisor changed firm
Julia Anne Teresa Peloso-Barnes left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
Form ADVobserved 3 days ago
Occurred
Apr 6, 2026
Advisor changed firm
Brianna Michelle Melahn left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
Form ADVobserved 3 days ago
Occurred
Feb 10, 2023
Advisor changed firm
Ralph John Fetrow left Insight Advisors, Llc for Prospera Financial Services, Inc. (registered 2023-01-31)
Form ADVobserved 3 days ago
Occurred
Apr 7, 2021
Control person left
L. Carla Simon (Managing Member & Chief Compliance Officer) no longer on Schedule A of Insight Advisors, Llc (listed 2021-03-12, absent 2021-04-07)
Form ADVobserved 3 days ago
Occurred
Apr 7, 2021
Control person joined
Matthew Mcinerney (Chief Compliance Officer & Vice President) appeared on Schedule A of Insight Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Feb 2, 2021
Regulatory AUM changed
Insight Advisors, Llc reported RAUM $590.8M, up 31% from $450.5M (2020-10-09 to 2021-02-02)
Form ADVobserved 3 days ago
$140M
Occurred
Mar 16, 2020
Regulatory AUM changed
Insight Advisors, Llc reported RAUM $450.5M, up 29% from $348.7M (2019-12-09 to 2020-03-16)
Form ADVobserved 3 days ago
$102M
Occurred
Feb 26, 2018
Regulatory AUM changed
Insight Advisors, Llc reported RAUM $375.3M, up 41% from $265.7M (2017-11-06 to 2018-02-26)
Form ADVobserved 3 days ago
$110M
Occurred
Jul 12, 2013
First Form ADV filing
Mcinerney & Simon, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea2e67a2-0e61-6c9c-c2c7-9d74a057c3ff
First observed: Jul 12, 2013
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INSIGHT ADVISORS, LLC

CRD 168057

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea2e67a2-0e61-6c9c-c2c7-9d74a057c3ff

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM WOLF

n/a

NEWTOWN, PA

CARLA L. SIMON

n/a

NEWTOWN, PA

n/a

THOMAS JOSEPH MCINERNEY

n/a

NEWTOWN, PA

yes

Jeffrey Cholish

n/a

NEWTOWN, PA

RYAN SCOTT DAVIES

n/a

Newtown, PA

n/a

PAUL CHRISTOPHER ORIHEL

n/a

Newtown, PA

BRUCE THOMAS BROLLE

n/a

Newtown, PA

WILLIAM MEADE HASKINS

n/a

Glen Allen, VA

KEITH LEE BECKER

n/a

Newtown, PA

yes

JAMES WONG

Chartered Financial Consultant

Newtown, PA

Matthew Joseph Charles

n/a

NEWTOWN, PA

n/a

MATTHEW MCINERNEY

n/a

NEWTOWN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCINERNEY, MATTHEW

CHIEF COMPLIANCE OFFICER & VICE PRESIDENT

yes

07/2021

Apr 7, 2021

Mar 28, 2024

MCINERNEY, THOMAS, JOSEPH

MANAGING MEMBER

yes

08/2013

Jul 12, 2013

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

WHITE PLAINS

United States

Winchester

United States

yes

GLEN ALLEN

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$786M

$782M

n/a

2024

Apr 23, 2025

$712M

$700M

n/a

2023

Mar 28, 2024

$703M

$656M

n/a

2022

Mar 3, 2023

$574M

$517M

n/a

2021

Mar 16, 2022

$630M

$562M

n/a

2020

Feb 2, 2021

$591M

$428M

n/a

2019

Mar 16, 2020

$450M

$293M

n/a

2018

Mar 20, 2019

$349M

$220M

n/a

2017

Feb 26, 2018

$375M

$238M

n/a

2016

Feb 24, 2017

$266M

$102M

n/a

2015

Mar 10, 2016

$158M

$117M

n/a

2014

Feb 12, 2015

$140M

$59.0M

n/a

2013

Feb 1, 2014

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$786M

$712M

10.3%

$574M

11.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRISM PLANNING AND SOLUTIONS GROUP

Apr 6, 2026

Feb 20, 2026

WHITE PLAINS, NY

Team lift out

RIA to new firm

18.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Oct 15, 2020

Oct 13, 2020

PURCHASE, NY

Team lift out

Wirehouse to RIA

0.0%