Insight Investment
New York, NY·SEC-registered · CRD #145995
Insight Investment is an SEC-registered investment advisory firm in New York, NY managing $171B across 1.9k client accounts, with 112 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$171B
Client accounts
1.9k
Advisory staff
112
Fee model
Fee-only
How Insight Investment is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Insight Investment
How much does Insight Investment manage?
Per its most recent SEC Form ADV filing (06/02/2026), Insight Investment reports $171B in regulatory assets under management across roughly 1.9k client accounts.
How does Insight Investment charge?
Insight Investment is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Insight Investment a fiduciary?
Yes. Insight Investment is registered with the U.S. Securities and Exchange Commission (CRD #145995), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Insight Investment taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Insight Investment and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Insight Investment's public SEC Form ADV filing (CRD #145995, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Insight Investment. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Insight Investment? Claim this profile.