Indiana · 3 advisers
Financial Advisors in Crown Point, Indiana
Looking for a financial advisor in Crown Point, Indiana? Falists indexes 3 SEC-registered and state-registered investment advisers in Crown Point — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $82.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$82.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Crown Point
Ranked by AUM · Fees, team & specialties at a glance
WALSH ADVISORS
Crown Point, IN
AUM
$82.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
517-231-1152
FORSYTHE WEALTH MANAGEMENT, INC.
Crown Point, IN
AUM
$79.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(219) 213-2537
ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES
Crown Point, IN
AUM
—
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
219-736-6900
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Common questions
- How many financial advisors are in Crown Point, Indiana?
- 3 registered investment advisers are listed in our Crown Point directory, sourced from public SEC filings.
- What types of advisors are in Crown Point?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Crown Point?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.