Firm profile

WHITTIER ADVISORS, LLC

NEWPORT BEACH, CACRD 318024Latest ADV March 31, 2026

Whittier Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 7 employees, 1 office, and 30 accounts.

Assets Under Management
$1.9B
Employees
7
Offices
1 office
Total Clients
30
Primary office
NEWPORT BEACH, CA
4695 MACARTHUR COURT, SUITE 1500, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid Dahl
CCOHeather N. Slate
CFOLiam J. Mcguinness

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 76.7% of total clients.
Top client categories% of clientsClients
1
HNWI
76.7%
23
2
Investment Cos.
10.0%
3
3
Charitable
6.7%
2
4
Corporations
6.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.9B
Total Accounts30
10Y AUM Change+$1.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee4:1
10Y Employee Change+1 (+16.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.