Wilshire Associates Incorporated

Trust Score 97%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Wilshire Associates Incorporated, federally registered in 1990, is a Registered Investment Advisor (RIA) in 45 state(s) with a licensed staff of 3 advisors. Wilshire Associates Incorporated manages $60.8 billion and provides investment advisory services for 267,542 clients (1:89181 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $227,186
Hybrid Advisor No
Disciplinary History No
Total AUM $60.8 billion
Advisor / Client Ratio 1:89181
Headquarters Santa Monica, CA
SEC Filings Forms and Brochures    (CRD # 6210)
State(s) Registered AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VT, VA, WA, WV, WI

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