Data / Investment advisers / California / Whittier Advisors, LLC
Whittier Advisors, LLC, Newport Beach, CA: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Whittier Advisors, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $1.9 billion in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include investment companies, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Whittier Advisors, LLC (CRD number 318024): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318024
- SEC file number
- 801-126237
- SEC status
- Approved, effective July 28, 2022
- Main office
- 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
- Phone
- (949) 341-4250
- Website
- whittieradvisors.com
- Regulatory AUM
- $1,893,268,860 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $1,893,268,860
- Accounts
- 30
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $1.49 billion |
| Corporations or other businesses | 2 | $325.3 million |
| High net worth individuals | 23 | $71.2 million |
| Charitable organizations | 2 | $8.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.89 billion | March 31, 2026 |
| December 1, 2025 | $1.48 billion | March 27, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Row Asset Management, LLC | Newport Beach | $2.55 billion | 4 | adviserinfo.sec.gov |
| JDL Advisers | Newport Beach | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Apc Asset Development I, LP | Newport Beach | $2.25 billion | 6 | adviserinfo.sec.gov |
| Apc Asset Development II, LP | Newport Beach | $2.06 billion | 6 | adviserinfo.sec.gov |
| L Squared Capital Partners | Newport Beach | $2.04 billion | 23 | adviserinfo.sec.gov |
| Triguard Management LLC | Newport Beach | $1.88 billion | 7 | adviserinfo.sec.gov |
| KBS Capital Advisors, LLC | Newport Beach | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Provenio Capital | Newport Beach | $1.63 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving corporations and other businesses
- Whittier Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.