Overview
Assets Under Management: $1.9 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 23
Average Client Assets: $3.1 million
Frequently Asked Questions
WHITTIER ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318024), WHITTIER ADVISORS, LLC is subject to fiduciary duty under federal law.
WHITTIER ADVISORS, LLC is headquartered in NEWPORT BEACH, CA.
WHITTIER ADVISORS, LLC serves 23 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WHITTIER ADVISORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WHITTIER ADVISORS, LLC manages $1.9 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WHITTIER ADVISORS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.76%
Average Client Assets: $3.1 million
Total Client Accounts: 30
Discretionary Accounts: 30
Regulatory Filings
CRD Number: 318024
Filing ID: 2069065
Last Filing Date: 2026-03-31 08:22:01