Whittier Advisors, LLC

RIASEC RegisteredEst. 2022

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$63.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 318024
Registered since: July 28, 2022
Website: www.whittieradvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies78.62%
Corporations / Businesses17.18%
HNWI3.76%
Charitable Organizations0.44%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Whittier Advisors, LLC is an SEC-registered investment adviser (registered in 2022) organized as an LLC with ownership that includes both a domestic entity and an individual. The firm acts as a capital allocator for a mix of individual, family and institutional clients, providing discretionary portfolio management across individuals/small businesses, investment companies, and other institutional entities. Its services include selecting outside managers, which aligns with its use of third‑party alternative fund managers. Fee arrangements combine a percentage-of-AUM component with fixed fees. Whittier identifies as an active ESG investor, and it is not listed as a multi‑state adviser.