INSIGHT ADVISORS, LLC
CRD #168057 SEC #801-78355 NEWTOWN, PA 215-550-6011
SEC Registered
Total AUM
$712.4M
Discretionary
$700.4M
Employees
21
Clients
1
Accounts
2,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $712.4M | $700.4M | $12M | 21 | 3 |
| Jun 2025 | $712.4M | $700.4M | $12M | 21 | 3 |
| Apr 2025 | $712.4M | $700.4M | $12M | 21 | 3 |
| Mar 2025 | $712.4M | $700.4M | $12M | 21 | 3 |
| Mar 2024 | $703M | $656M | $47M | 19 | 0 |
| Nov 2023 | $574M | $516.6M | $57.4M | 20 | 1 |
| Mar 2023 | $574M | $516.6M | $57.4M | 20 | 1 |
| Mar 2022 | $630M | $561.5M | $68.5M | 25 | 1 |
| Apr 2021 | $590.8M | $427.6M | $163.1M | 25 | 0 |
| Apr 2021 | $590.8M | $427.6M | $163.1M | 25 | 0 |
| Mar 2021 | $590.8M | $427.6M | $163.1M | 25 | 0 |
| Feb 2021 | $590.8M | $427.6M | $163.1M | 25 | 0 |
| Oct 2020 | $450.5M | $292.8M | $157.7M | 19 | 0 |
| Jun 2020 | $450.5M | $292.8M | $157.7M | 15 | 0 |
| May 2020 | $450.5M | $292.8M | $157.7M | 15 | 0 |
| Mar 2020 | $450.5M | $292.8M | $157.7M | 15 | 0 |
| Dec 2019 | $348.7M | $219.8M | $128.9M | 18 | 0 |
| Aug 2019 | $348.7M | $219.8M | $128.9M | 18 | 0 |
| Mar 2019 | $348.7M | $219.8M | $128.9M | 18 | 0 |
| Oct 2018 | $375.3M | $238.3M | $137M | 15 | 0 |
| Oct 2018 | $375.3M | $238.3M | $137M | 15 | 0 |
| Aug 2018 | $375.3M | $238.3M | $137M | 15 | 0 |
| Feb 2018 | $375.3M | $238.3M | $137M | 15 | 0 |
| Nov 2017 | $265.7M | $101.8M | $163.9M | 15 | 0 |
| Oct 2017 | $265.7M | $101.8M | $163.9M | 15 | 0 |
| Jul 2017 | $265.7M | $101.8M | $163.9M | 15 | 500 |
| Jun 2017 | $265.7M | $101.8M | $163.9M | 15 | 500 |
| Mar 2017 | $265.7M | $101.8M | $163.9M | 15 | 500 |
| Feb 2017 | $265.7M | $101.8M | $163.9M | 15 | 500 |
| Jan 2017 | $157.6M | $117.1M | $40.5M | 5 | 200 |
| Jan 2017 | $157.6M | $117.1M | $40.5M | 5 | 200 |
| Aug 2016 | $157.6M | $117.1M | $40.5M | 5 | 200 |
| Jul 2016 | $157.6M | $117.1M | $40.5M | 5 | 200 |
| Mar 2016 | $157.6M | $117.1M | $40.5M | 5 | 200 |
| Nov 2015 | $140M | $59M | $81M | 7 | 200 |
| Apr 2015 | $140M | $59M | $81M | 7 | 200 |
| Feb 2015 | $140M | $59M | $81M | 7 | 200 |
| Jul 2014 | $104.3M | $0 | $104.3M | 5 | 155 |
| Feb 2014 | $104.3M | $0 | $104.3M | 5 | 155 |
| Nov 2013 | $101.9M | $0 | $101.9M | 3 | 0 |
| Aug 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$712.4M
Discretionary$700.4M
Non-Disc.$12M
Employees21
Clients3
DateJun 2025
Total AUM$712.4M
Discretionary$700.4M
Non-Disc.$12M
Employees21
Clients3
DateApr 2025
Total AUM$712.4M
Discretionary$700.4M
Non-Disc.$12M
Employees21
Clients3
DateMar 2025
Total AUM$712.4M
Discretionary$700.4M
Non-Disc.$12M
Employees21
Clients3
DateMar 2024
Total AUM$703M
Discretionary$656M
Non-Disc.$47M
Employees19
Clients0
DateNov 2023
Total AUM$574M
Discretionary$516.6M
Non-Disc.$57.4M
Employees20
Clients1
DateMar 2023
Total AUM$574M
Discretionary$516.6M
Non-Disc.$57.4M
Employees20
Clients1
DateMar 2022
Total AUM$630M
Discretionary$561.5M
Non-Disc.$68.5M
Employees25
Clients1
DateApr 2021
Total AUM$590.8M
Discretionary$427.6M
Non-Disc.$163.1M
Employees25
Clients0
DateApr 2021
Total AUM$590.8M
Discretionary$427.6M
Non-Disc.$163.1M
Employees25
Clients0
DateMar 2021
Total AUM$590.8M
Discretionary$427.6M
Non-Disc.$163.1M
Employees25
Clients0
DateFeb 2021
Total AUM$590.8M
Discretionary$427.6M
Non-Disc.$163.1M
Employees25
Clients0
DateOct 2020
Total AUM$450.5M
Discretionary$292.8M
Non-Disc.$157.7M
Employees19
Clients0
DateJun 2020
Total AUM$450.5M
Discretionary$292.8M
Non-Disc.$157.7M
Employees15
Clients0
DateMay 2020
Total AUM$450.5M
Discretionary$292.8M
Non-Disc.$157.7M
Employees15
Clients0
DateMar 2020
Total AUM$450.5M
Discretionary$292.8M
Non-Disc.$157.7M
Employees15
Clients0
DateDec 2019
Total AUM$348.7M
Discretionary$219.8M
Non-Disc.$128.9M
Employees18
Clients0
DateAug 2019
Total AUM$348.7M
Discretionary$219.8M
Non-Disc.$128.9M
Employees18
Clients0
DateMar 2019
Total AUM$348.7M
Discretionary$219.8M
Non-Disc.$128.9M
Employees18
Clients0
DateOct 2018
Total AUM$375.3M
Discretionary$238.3M
Non-Disc.$137M
Employees15
Clients0
DateOct 2018
Total AUM$375.3M
Discretionary$238.3M
Non-Disc.$137M
Employees15
Clients0
DateAug 2018
Total AUM$375.3M
Discretionary$238.3M
Non-Disc.$137M
Employees15
Clients0
DateFeb 2018
Total AUM$375.3M
Discretionary$238.3M
Non-Disc.$137M
Employees15
Clients0
DateNov 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients0
DateOct 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients0
DateJul 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients500
DateJun 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients500
DateMar 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients500
DateFeb 2017
Total AUM$265.7M
Discretionary$101.8M
Non-Disc.$163.9M
Employees15
Clients500
DateJan 2017
Total AUM$157.6M
Discretionary$117.1M
Non-Disc.$40.5M
Employees5
Clients200
DateJan 2017
Total AUM$157.6M
Discretionary$117.1M
Non-Disc.$40.5M
Employees5
Clients200
DateAug 2016
Total AUM$157.6M
Discretionary$117.1M
Non-Disc.$40.5M
Employees5
Clients200
DateJul 2016
Total AUM$157.6M
Discretionary$117.1M
Non-Disc.$40.5M
Employees5
Clients200
DateMar 2016
Total AUM$157.6M
Discretionary$117.1M
Non-Disc.$40.5M
Employees5
Clients200
DateNov 2015
Total AUM$140M
Discretionary$59M
Non-Disc.$81M
Employees7
Clients200
DateApr 2015
Total AUM$140M
Discretionary$59M
Non-Disc.$81M
Employees7
Clients200
DateFeb 2015
Total AUM$140M
Discretionary$59M
Non-Disc.$81M
Employees7
Clients200
DateJul 2014
Total AUM$104.3M
Discretionary$0
Non-Disc.$104.3M
Employees5
Clients155
DateFeb 2014
Total AUM$104.3M
Discretionary$0
Non-Disc.$104.3M
Employees5
Clients155
DateNov 2013
Total AUM$101.9M
Discretionary$0
Non-Disc.$101.9M
Employees3
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0