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WHITTIER ADVISORS, LLC

NEWPORT BEACH, CA · CRD 318024 · IAPD ↗ · whittieradvisors.com · 949-341-4250

$1.89BRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — WHITTIER ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — WHITTIER ADVISORS, LLC reported RAUM up 28% ($1.48B -> $1.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2026 — WHITTIER ADVISORS, LLC grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — WHITTIER ADVISORS, LLC crossed $1B in regulatory AUM ($862.1M -> $1.48B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — WHITTIER ADVISORS, LLC crossed $500M in regulatory AUM ($368.3M -> $862.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.