# Whittier Advisors, LLC

> Whittier Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 318024
- Filed as: WHITTIER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318024
- AdvisorCensus page: https://advisorcensus.com/firm/whittier-advisors-llc-newport-beach-ca-318024

## Quick answers

**How is Whittier Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Whittier Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Whittier Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.65% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Whittier Advisors, LLC located?**
Whittier Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Whittier Advisors, LLC registered with the SEC or a state?**
Whittier Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318024.

**How much does Whittier Advisors, LLC manage?**
Whittier Advisors, LLC reports $1,893,268,860 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**How have Whittier Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Whittier Advisors, LLC: Regulatory assets under management: $368,310,913 in the October 2023 data and $1,893,268,860 in the October 2026 data, up 414%. Total employees: 6 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Whittier Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); investment companies (3); charitable organizations (2).

**Which custodians does Whittier Advisors, LLC use?**
Whittier Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Whittier Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318024

**What changed in Whittier Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Los Angeles, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.65% to 1% a year (a range, as the brochure states it)

> Advisory fees for wealth and portfolio management services typically range from 0.65% to 1.00%, with consideration given to account size, investment complexity, discretionary authority granted to Whittier, and the relationship's service requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,893,268,860
- Discretionary: $1,893,268,860
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 23 | $71,218,706 |
| Investment companies | 3 | $1,488,428,476 |
| Charitable organizations | 2 | $8,350,766 |
| Corporations or other businesses not listed above | 2 | $325,270,912 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Los Angeles, CA
- Pasadena, CA

### Websites listed on Form ADV (Item 1.I)
- whittieradvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 6 | June 28, 2022 |
| October 2023 | $368,310,913 | 6 | May 26, 2023 |
| October 2024 | $862,083,363 | 7 | March 8, 2024 |
| October 2025 | $1,475,040,057 | 7 | March 27, 2025 |
| October 2026 | $1,893,268,860 | 7 | July 9, 2026 |

Regulatory assets under management: $368,310,913 in the October 2023 data and $1,893,268,860 in the October 2026 data, up 414%.
Total employees: 6 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Los Angeles, CA.

### June 2026
- Added an office in Pasadena, CA.

### April 2026
- Employees performing advisory functions went from 2 to 6.
- Regulatory assets under management went from $1,475,040,057 to $1,893,268,860 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whittier Advisors, LLC (CRD 318024): Form ADV filing data as of October 2026.