← Tributary

INSIGHT ADVISORS, LLC

NEWTOWN, PA · CRD 168057 · IAPD ↗ · 215-550-6011

$785.6MRegulatory AUM
16Advisory reps
22Employees
3Clients
1-10Planning clients
0Private funds
16States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — INSIGHT ADVISORS, LLC shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — INSIGHT ADVISORS, LLC notice-filed in MA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.