Wilshire Associates Incorporated Review

Trust Score 96%
Trust Score info_outline

Wilshire Associates Incorporated, federally registered in 1990, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 3 advisors. Wilshire Associates Incorporated manages $60.8 billion and provides investment advisory services for 300,138 clients (1:100046 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $202,513
Hybrid Advisor No
Disciplinary History No
Total AUM $60.8 billion
Advisor / Client Ratio 1:100046
Headquarters Santa Monica, CA
SEC Filings Forms and Brochures
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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