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WILSHIRE
Legal name: WILSHIRE ADVISORS LLC
CRD 6210File 801-36233
APPROVED
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$149.10B
Top 10% of cohort (national)
Discretionary AUM
$148.24B
Non-discretionary $859.0M
Clients
756,708
650,319 accounts
Employees
307
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 16, 1990
- Principal office
- 1299 OCEAN AVENUE SUITE 600, SANTA MONICA, CA, 90401-1085
- Phone
- 310-451-3051
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $149.10B
- Discretionary AUM
- $148.24B
- Non-discretionary AUM
- $859.0M
- Discretionary accounts
- 650,318
- Non-discretionary accounts
- 1
- Total accounts
- 650,319
- AUM per client
- $197K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12K |
| Non-U.S. persons | 5 | $49.2M |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 4 | $1.84B |
| Charitable organizations | 19 | $498.6M |
| Other investment advisers | 662,119 | $92.38B |
| Pooled investment vehicles | 101 | $41.58B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 94,431 | $8.51B |
| State or municipal government entities | 29 | $1.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEE BASED ON NUMBER OF PLAN PARTICIPANTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 760289 | 756708 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.