Fee-only adviser · Crown Point, IN
Walsh Advisors
Walsh Advisors is a fee-only investment adviser registered with the securities regulators of Indiana, Michigan, with its main office in Crown Point, Indiana. On its latest Form ADV, filed January 22, 2026, it reports $82M in regulatory assets under management, 53 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Indiana, Michigan |
|---|---|
| Firm CRD number | 122628 |
| Office | 503 E. Summit Street Suite 1B Crown Point, IN 46307 |
| Phone | (517) 231-1152 |
| Website | walshadvisorsinc.com |
| Regulatory assets under management | $82M |
| Individual clients | 33 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Subscription |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Crown Point
- Forsythe Wealth Management, Inc. $79M
- Harmony Wealth Management LLC $55M
- RCS Financial Advisors, Ltd $8.3M
See all 4 fee-only advisers in Crown Point →
Nearby
- Merrillville 1 firm
- St. John 2 firms
- Hammond 1 firm
- Valparaiso 2 firms
- Homewood 1 firm
- Olympia Fields 1 firm
- Flossmoor 1 firm
- Frankfort 2 firms
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