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WALSH ADVISORS INC.

Advisory

CROWN POINT, IN

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in IN
#233
of 270 advisers by AUM
Average account
$641K
across 128 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$82M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$82M
Discretionary AUM$82M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN, MI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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