← Directory
WILSHIRE
Legal name: WILSHIRE ADVISORS LLC
CRD 6210File 801-36233
APPROVED
Custody
Disclosure events
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.WILSHIRE.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 760,289 | 756,708 | decreased by3,581 |
| Apr 1, 2026 | Employees | 270 | 307 | increased by37 |
| Apr 1, 2026 | Clients | 387,298 | 760,289 | increased by372,991 |
| Apr 1, 2026 | AUM | $99,099,327,356 | $149,102,543,671 | increased by$50,003,216,315 |
| Apr 1, 2026 | Accounts | 287,663 | 650,319 | increased by362,656 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 310 | 270 | decreased by40 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 321,835 | 387,298 | increased by65,463 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $96,494,557,024 | $99,099,327,356 | increased by$2,604,770,332 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 574,123 | 287,663 | decreased by286,460 |
| Apr 1, 2022 | Employees | 265 | 310 | increased by45 |
| Apr 1, 2022 | Clients | 308,750 | 321,835 | increased by13,085 |
| Apr 1, 2022 | AUM | $82,791,465,583 | $96,494,557,024 | increased by$13,703,091,441 |
| Apr 1, 2022 | Accounts | 562,582 | 574,123 | increased by11,541 |
| May 1, 2021 | Clients | 308,737 | 308,750 | increased by13 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILSHIRE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILSHIRE” 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.