Insight Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

168057

SEC number

801-78355

Firm type

RIA

Assets under management

$785.6M as of May 11, 2026

Website

www.linkedin.com/in/matthew-charles-b8986024 ↗

Phone

215-550-6011

Address

10 N. State Street, Newtown, PA, 18940

Advisors at this firm

12 in our index · page 1 of 1

• Keith Lee BeckerCRD 1676269 · Newtown, PA
  IA RegisteredBroker
• Bruce Thomas BrolleCRD 2171981 · Newtown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Joseph CharlesCRD 7233584 · Newtown, PA
  IA Registered
• Jeffrey CholishCRD 6583433 · Newtown, PA
  IA Registered
• Ryan Scott DaviesCRD 3094299 · Newtown, PA
  IA RegisteredRegistration inactive
• William Meade HaskinsCRD 1264179 · Glen Allen, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew McinerneyCRD 5368755 · Newtown, PA
  IA Registered
• Thomas Joseph McinerneyCRD 711975 · Newtown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Christopher OrihelCRD 2803368 · Newtown, PA
  IA Registered
  Disclosure event(s) on record
• Carla L. SimonCRD 4004997 · Newtown, PA
  IA RegisteredRegistration inactive
• William WolfCRD 2818088 · Newtown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James WongCRD 1478596 · Newtown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.