Wilshire
Registered investment advisor · Santa Monica, California · CRD #6210
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Wilshire
Wilshire Associates is an independent investment management firm established in 1972, headquartered in Santa Monica, California. The firm provides consulting services, analytical products, and investment vehicles to institutional investors worldwide. With over 350 employees, Wilshire advises on more than $1.3 trillion in assets and manages $84 billion in assets. The firm offers a range of services, including institutional and intermediary advisory, private equity and alternative investments, an
Fee Structure
Frequently Asked Questions
What is Wilshire's AUM?
Wilshire reports approximately $149.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Wilshire headquartered?
Wilshire is headquartered in Santa Monica, California.
What is Wilshire's CRD number?
Wilshire's CRD number is 6210. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Wilshire manage?
Wilshire manages approximately 650,319 client accounts according to its latest SEC filing.
Is Wilshire SEC registered?
Yes, Wilshire is registered with the SEC as an investment adviser with an approved registration status.
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