WHITTIER ADVISORS, LLC

Newport Beach, United States · CRD 318024

SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$1.9bn
Main clients (by assets)Mutual funds and ETFs 79%, Companies 17%, High net worth individuals 4%
Websitewhittieradvisors.com
Form ADV · 2026-07-09SEC adviser record

Kindmutual funds
Others nearbyNewport Beach, CA, Los Angeles, CA, Pasadena, CA

As an employer

Staff (Form ADV)7 · 6 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Newport Beach, CA (main office)United States	United States	about 1
Los Angeles, CAUnited States	United States	4
Pasadena, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.