Wilshire

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Wilshire company description

Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1) Our clients rely on us in seeking to improve investment outcomes for a better future. Wilshire advises on over $1.3 trillion in assets and manages $183 billion in assets as of March 31, 2026.(2) Wilshire is headquartered in the United States with offices worldwide. (1) Includes institutional investors, financial intermediaries, and Wilshire-sponsored vehicles. Does not include individual retirement plans and retail investors via financial intermediary platforms. (2) Assets under advisement refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire’s advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client’s portfolio. Assets under management refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and is calculated differently than “regulatory assets under management.”

  • Employee count

    201-500

  • Industry

    Financial Services
  • Headquarter address

    1299 Ocean Avenue,, Suite #600, Santa Monica, CA 90401, US

  • Country

    United States

  • Founded

    1972

  • Company website

    https://wilshire.com

Key Employees

  • Todd Cassler
    Chief Revenue Officer
  • Jeffrey Ulness
    Senior Vice President
  • Ruby Zhu
    Private Market & Alternatives Manager Research Senior Analyst

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New team members of Wilshire

Jiya Liu
Associate
Mabel Dai
Analyst
Yuan Gan
Analyst Senior
María Inés Bárcena
Associate
Mike Desantis
Assistant Vice President OCIO Operations
Andi Lynn
AVP Global Payroll & Benefits
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