DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Insight Advisors, LLC

Independent wealth managerNewtown, PennsylvaniaCRD 168057SEC 801-78355websiteIAPD
Latest filing May 11, 2026
First filing on the tape Jul 12, 2013 · 47 filings
SEC status approved since Aug 1, 2013
RAUM
$786M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$779M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$65.5M
derived; firm RAUM over IAPD count
Employees
22
16 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$786M as of May 11, 2026
Feb 1, 2014$104M then
HNW client RAUM$610M as of May 11, 2026
Feb 26, 2018$152M then
State-registered IARs (5.B.3)16 as of May 11, 2026
Feb 1, 20144 then
Employees (5.A)22 as of May 11, 2026
Feb 1, 20145 then
Private funds: no history
RAUM +10% over the last fiscal year+11% a year over threeIARs 16 to 16offices 3 to 2
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$65.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
75derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.7MderivedHNW RAUM over HNW clients
Average account
$315,903derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
4.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+10%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+1.5%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$501M, 787 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$610M78%
  • Individuals$170M22%
  • Corporations and businesses$3.4M0.4%
  • Pension and profit-sharing plans$2.8M0.4%
Individual clients
667reported
HNW clients
227reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,487reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$501M for 787 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William WolfNewtown, PaAug 2, 201329 y2
Carla L. SimonNewtown, PaAug 2, 201326 y0
Thomas Joseph McinerneyNewtown, PaAug 2, 201346 y2
Jeffrey CholishNewtown, PaDec 14, 201518 y1
Ryan Scott DaviesNewtown, PaApr 15, 201618 y0
Paul Christopher OrihelNewtown, PaJun 17, 201629 y3
Bruce Thomas BrolleNewtown, PaNov 22, 201635 y4
William Meade HaskinsGlen Allen, VaJan 19, 201742 y1
Keith Lee BeckerNewtown, PaJun 30, 201739 y2
James WongChartered Financial ConsultantNewtown, PaMay 2, 201840 y5
Matthew Joseph CharlesNewtown, PaMay 29, 202015 y0
Matthew McinerneyNewtown, PaJun 2, 202012 y0
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Matthew Mcinerney · Chief Compliance Officer & Vice Presidentcontrol
    since 07/2021 · owns less than 5%
  • Joseph Thomas Mcinerney · Managing Membercontrol
    since 08/2013 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Newtown, Pa · principal1101
White Plains, Ny0031
Offices
Schedule D 1.F, the 25 largest
  • White Plains, NY3 employees
  • Winchester, VA2 employees
  • Glen Allen, VA1 employees
What changed
consecutive filings, newest first
  • Other offices · 3 to 2
    Feb 11, 2026 to Apr 6, 2026
  • Accounts · 2,427 to 2,487
    Oct 7, 2025 to Feb 11, 2026
  • Advisory employees · 15 to 16
    Oct 7, 2025 to Feb 11, 2026
  • HNW clients · 221 to 227
    Oct 7, 2025 to Feb 11, 2026
  • Individual clients · 660 to 667
    Oct 7, 2025 to Feb 11, 2026
  • Assets in custody · $387M to $501M
    Oct 7, 2025 to Feb 11, 2026
  • Employees · 21 to 22
    Oct 7, 2025 to Feb 11, 2026
  • Discretionary RAUM · $700M to $782M
    Oct 7, 2025 to Feb 11, 2026
  • HNW RAUM · $552M to $610M
    Oct 7, 2025 to Feb 11, 2026
  • Individual RAUM · $156M to $170M
    Oct 7, 2025 to Feb 11, 2026
  • Non-discretionary RAUM · $12.0M to $3.3M
    Oct 7, 2025 to Feb 11, 2026
  • Pension RAUM · $2.1M to $2.8M
    Oct 7, 2025 to Feb 11, 2026
  • RAUM · $712M to $786M
    Oct 7, 2025 to Feb 11, 2026
  • Financial planning clients · 1-10 to 1-10
    Apr 23, 2025 to Jun 2, 2025
  • Accounts · 2,398 to 2,427
    Mar 28, 2024 to Apr 23, 2025
  • Advisory employees · 19 to 15
    Mar 28, 2024 to Apr 23, 2025
  • Corporate clients · unset to 5.0
    Mar 28, 2024 to Apr 23, 2025
  • HNW clients · 239 to 221
    Mar 28, 2024 to Apr 23, 2025
  • Individual clients · 556 to 660
    Mar 28, 2024 to Apr 23, 2025
  • Assets in custody · $380M to $387M
    Mar 28, 2024 to Apr 23, 2025
  • Employees · 19 to 21
    Mar 28, 2024 to Apr 23, 2025
  • State-registered IARs · 19 to 16
    Mar 28, 2024 to Apr 23, 2025
  • Discretionary RAUM · $656M to $700M
    Mar 28, 2024 to Apr 23, 2025
  • HNW RAUM · $493M to $552M
    Mar 28, 2024 to Apr 23, 2025
  • Individual RAUM · $210M to $156M
    Mar 28, 2024 to Apr 23, 2025
  • Non-discretionary RAUM · $47.0M to $12.0M
    Mar 28, 2024 to Apr 23, 2025
  • Pension RAUM · unset to 2096152.0
    Mar 28, 2024 to Apr 23, 2025
  • RAUM · $703M to $712M
    Mar 28, 2024 to Apr 23, 2025
  • Accounts · 2,136 to 2,398
    Nov 2, 2023 to Mar 28, 2024
  • BD registered reps · 5 to 2
    Nov 2, 2023 to Mar 28, 2024
  • HNW clients · 334 to 239
    Nov 2, 2023 to Mar 28, 2024
  • Individual clients · 1,802 to 556
    Nov 2, 2023 to Mar 28, 2024
  • Assets in custody · $329M to $380M
    Nov 2, 2023 to Mar 28, 2024
  • Employees · 20 to 19
    Nov 2, 2023 to Mar 28, 2024
  • Other offices · 4 to 3
    Nov 2, 2023 to Mar 28, 2024
  • Discretionary RAUM · $517M to $656M
    Nov 2, 2023 to Mar 28, 2024
  • HNW RAUM · $402M to $493M
    Nov 2, 2023 to Mar 28, 2024
  • Individual RAUM · $162M to $210M
    Nov 2, 2023 to Mar 28, 2024
  • Non-discretionary RAUM · $57.4M to $47.0M
    Nov 2, 2023 to Mar 28, 2024
  • Pension RAUM · 7000000.0 to unset
    Nov 2, 2023 to Mar 28, 2024
Signals
12 dated events
  • Eric William Loughnane left Insight Advisors, Llc for Lpl Financial Llc (registered 2026-06-22)
    Jul 6, 2026 · Advisor changed firm · fact
  • Brianna Michelle Melahn left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
    Apr 6, 2026 · Advisor changed firm · fact
  • Naoka Nakagawa left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
    Apr 6, 2026 · Advisor changed firm · fact
  • Julia Anne Teresa Peloso-Barnes left Insight Advisors, Llc for Prism Planning And Solutions Group (registered 2026-02-20)
    Apr 6, 2026 · Advisor changed firm · fact
  • 3 advisors left Insight Advisors, LLC (White Plains, NY) for Prism Planning And Solutions Group on the same day
    Apr 6, 2026 · Team lift-out · derived
  • Ralph John Fetrow left Insight Advisors, Llc for Prospera Financial Services, Inc. (registered 2023-01-31)
    Feb 10, 2023 · Advisor changed firm · fact
  • Matthew Mcinerney (Chief Compliance Officer & Vice President) appeared on Schedule A of Insight Advisors, Llc
    Apr 7, 2021 · Control person joined · fact
  • 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)
    Apr 7, 2021 · Control person left · inference
  • Insight Advisors, Llc reported RAUM $590.8M, up 31% from $450.5M (2020-10-09 to 2021-02-02)
    Feb 2, 2021 · RAUM change · derived
  • Insight Advisors, Llc reported RAUM $450.5M, up 29% from $348.7M (2019-12-09 to 2020-03-16)
    Mar 16, 2020 · RAUM change · derived
  • Insight Advisors, Llc reported RAUM $375.3M, up 41% from $265.7M (2017-11-06 to 2018-02-26)
    Feb 26, 2018 · RAUM change · derived
  • Mcinerney & Simon, Llc filed its initial SEC registration (Form ADV)
    Jul 12, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
215-550-6011reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
in.linkedin.com/company/insight-advisors-llc.reportedpublic record, Form ADV, Sep 17, 2026
Website
MYINSIGHTADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
215-550-6011reportedpublic record, Form ADV, May 11, 2026
Contact form
myinsightadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Team page
myinsightadvisors.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$65.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026