Wilshire Advisors Revenue, Growth & Competitor Profile

DBA WILSHIRE ADVISORS LLC
DBA WILSHIRE ASSOCIATES INCORPORATED

Company Profile & Annual Report for Wilshire Advisors

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Wilshire Advisors Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments 52393 Financial Planning & Investment Advice
Address	1299 Ocean Ave Ste 700 Santa Monica, CA 90401

Note: Revenues for privately held companies are statistical evaluations.


Wilshire Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wilshire Advisors's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Wilshire Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Wilshire Advisors Annual Revenue and Growth Rate

Wilshire Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Wilshire Advisors's revenues are gauged from an analysis of company filings.

Wilshire Advisors's Income Statement (based on Industry Averages)

Wilshire Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Wilshire Advisors is developing and marketing. Wilshire Advisors doesn't have any recent trademark applications, indicating Wilshire Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WILSHIRE OMNIA Financial services, namely, providing customer with financial analysis, consultation and advice; Financial consultation and stock market information advisory services, namely, supplying data and information to investors and others relating to stock market indices; and financial services, namely, financial consultation to banks, pension fund management, and investment counselors	11/04/2014
RETIREPATH Financial Services, namely, providing customers with financial analysis and consultation and financial planning consultation and advice based on information provided by the customer, customer's employer or customer's plan provider/record keeper; financial portfolio management	08/16/2006
RETIRE PATH Financial Services, namely, providing customers with financial analysis and consultation and financial planning consultation and advice based on information provided by the customer, customer's employer or customer's plan provider/record keeper; financial portfolio management	08/16/2006

See all trademarks and details in the Full Report.

Market Share of Wilshire Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wilshire Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Wilshire Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WILSHIRE ADVISORS	Santa Monica, CA	100
DALTON INVESTMENTS	Santa Monica, CA	13
ANGELES WEALTH MANAGEMENT	Santa Monica, CA	6
TELOS ADVISORS	Santa Monica, CA	4
BISON CAPITAL ASSET MANAGEMENT	Santa Monica, CA	4
MTECH CAPITAL MANAGEMENT	Santa Monica, CA	2

Other Companies at 1299 Ocean Ave, Santa Monica CA

Company	Headquarters	Revenue ($ MM)
SOLE SOURCE CAPITAL	Santa Monica, CA	100
SHORELINE A LAW CORPORATION RETIREMENT SAVINGS	Santa Monica, CA	20
ANWORTH MANAGEMENT	Santa Monica, CA	13
DE 10990 WILSHIRE	Santa Monica, CA	0
DE PARK AVENUE 10940	Santa Monica, CA	0

Future Competition: Wilshire Advisors's Fastest Growing Competitors

These companies are in the same general field as Wilshire Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)