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WHITTIER ADVISORS, LLC
CRD 318024File 801-126237
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.89B
Top 25% of cohort (national)
Discretionary AUM
$1.89B
Clients
30
30 accounts
Employees
7
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 28, 2022
- Principal office
- 4695 MACARTHUR COURT, SUITE 1500, NEWPORT BEACH, CA, 92660
- Phone
- 949-341-4250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.89B
- Discretionary AUM
- $1.89B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $63.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $325.3M |
| Investment companies | 3 | $1.49B |
| Charitable organizations | Fewer than 5 | $8.4M |
| High net worth individuals | 23 | $71.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 14 | 30 | increased by16 |
| Apr 1, 2026 | AUM | $1,475,040,057 | $1,893,268,860 | increased by$418,228,803 |
| Apr 1, 2026 | Accounts | 14 | 30 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $1,475,040,057 | increased by$1,475,040,057 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 14 | increased by14 |
| Aug 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITTIER ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITTIER ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.