Insight Advisors
46yrs
Top advisor by experience in Newtown
42yrs
Mitchell Adler has worked in the financial industry for 42 years and is a financial advisor based in Newtown, Pennsylvania. Mitchell has been with SPC since 2005. SPC offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office4 Terry Drive Suite #16, Newtown, PA 18940
FirmSPC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$192,080
Advisors at the firm475
States licensed ?1 state
Services through SPC
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2005 – nowSPCCurrent firm
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call SPC at (734) 663-1611 and ask for Mitchell Adler. Mitchell works from the Newtown, PA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.
What licenses does Mitchell hold?
Series 63. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mitchell paid?
SPC reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Pennsylvania
LRI Investments
46yrs
Top advisor by experience at LRI Investments
Brick & Kyle Associates
45yrs
Top advisor by experience at Brick & Kyle Associates
Great Valley Advisor Group
45yrs
Top 1% by experience in Pennsylvania
Cambridge Investment Research Advisors
44yrs
Top 1% by experience in Pennsylvania