Wilshire
Santa Monica, CA·SEC-registered · CRD #6210
Wilshire is an SEC-registered investment advisory firm in Santa Monica, CA managing $149B across 650k client accounts, with 86 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$149B
Client accounts
650k
Advisory staff
86
Fee model
Fee-based
How Wilshire is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wilshire
How much does Wilshire manage?
Per its most recent SEC Form ADV filing (06/05/2026), Wilshire reports $149B in regulatory assets under management across roughly 650k client accounts.
How does Wilshire charge?
Wilshire is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wilshire a fiduciary?
Yes. Wilshire is registered with the U.S. Securities and Exchange Commission (CRD #6210), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wilshire taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wilshire and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wilshire's public SEC Form ADV filing (CRD #6210, filed 06/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wilshire. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wilshire? Claim this profile.