Insight Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Insight Advisors reports 899 clients. They include 667 individual clients, 227 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 99.6% ($782M across 2,475 accounts) are managed with discretion; $3.3M across 12 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 22% |
| High-net-worth individuals | 25% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 667 | $170M | 21.6% | $254K |
| High-net-worth individuals | 227 | $610M | 77.6% | $2.69M |
| Pension and profit-sharing plans | Fewer than 5 | $2.83M | 0.4% | — |
| Corporations and other businesses | 5 | $3.36M | 0.4% | $672K |
| Total | 899 | $786M | 100% | — |
- Clients
- 667
- Regulatory AUM
- $170M
- AUM share
- 21.6%
- Avg. per client
- $254K
- Clients
- 227
- Regulatory AUM
- $610M
- AUM share
- 77.6%
- Avg. per client
- $2.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.83M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $3.36M
- AUM share
- 0.4%
- Avg. per client
- $672K
Total
- Clients
- 899
- Regulatory AUM
- $786M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Insight Advisors charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of $250, flat fees up to $5,000, or recurring fees up to $575 a month billed monthly in advance; a 50% retainer is required.
- Portfolio Monitoring
- Maximum annual fee of 25 basis points (0.25%), billed monthly in advance on the account value.
Thomas McInerney owns 75% or more of Insight Advisors. The leadership team of Insight Advisors includes Chief Compliance Officer Alexander Butters. It has 22 employees, 16 of them in advisory roles.
Staff
- 22 employees
- 16 in advisory functions
- 16 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Insight Advisors, LLC
Thomas McInerney
Control person · since August 2013
Insight Advisors’ regulatory assets grew from $591M (April 2021) to $786M (May 2026); clients fell from 2,246 to 899 and employees from 25 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $786M | 899 | 22 | 3 |
| Jun 2025June 2025 | $712M | 886 | 21 | 4 |
| Mar 2024March 2024 | $703M | 795 | 19 | 4 |
| Mar 2023March 2023 | $574M | 2,136 | 20 | 5 |
| Mar 2022March 2022 | $630M | 2,122 | 25 | 5 |
| Apr 2021April 2021 | $591M | 2,246 | 25 | 5 |
Besides its headquarters, Insight Advisors has 2 offices, with 3 listed addresses across 2 states.
Virginia · 2 listed addresses
- 3042 Valley Ave, Winchester
- 4198 Cox RD., Glen Allen
Pennsylvania · 1 listed address
- 10 N. State Street, NewtownHQ
Other business names
Insight Advisors has reported 4 other business names to the SEC.
- Benchmark Wealth Advisors, Inc.
- Brolle Wealth Management
- Orihel Wealth Management
- Private Index Wealth Management
Contact and registration details
- Legal name
- Insight Advisors, LLC
- Headquarters
- 10 N. State Street, Newtown, PA 18940
- Website
- insightadvisors.com
- Phone
- 215-550-6011
- SEC file
- 801-78355
- Founded
- 2013
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Insight Advisors’ named custodian for separately managed accounts is Charles Schwab ($712M). Insight Advisors has custody of $501M for 787 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $712M100%
At year end, Insight Advisors’ separately managed accounts were mostly in funds (67%) and stocks (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $567M across 241 positions; the largest are EA Series Trust (16.7%), EA Series Trust (13.7%) and EA Series Trust (6.7%).
What the accounts hold
- Stocks27%
- Funds67%
- Bonds4%
- Cash3%
How many clients does Insight Advisors have?
Insight Advisors has 899 clients and manages $786 million for them, as of May 2026. They include 667 individual clients, 227 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Insight Advisors offer?
Insight Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Insight Advisors charge?
Insight Advisors charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Insight Advisors use?
Insight Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $712M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Insight Advisors have?
Insight Advisors has 16 investment adviser representatives registered with state securities authorities, out of 22 employees, and 16 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Insight Advisors invest in?
At the end of its last fiscal year, Insight Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 4% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight Advisors?
Insight Advisors’ direct owner is Thomas McInerney (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Insight Advisors get paid?
Insight Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Insight Advisors?
Insight Advisors’ main office is at 10 N. State Street, Newtown, PA 18940. Its phone number is 215-550-6011. Its website is insightadvisors.com.