Finance options, anyone used them?
Question · by ocean_peach · Member since Sep 2026 · 1 post · 7w7 weeks ago
Wilshire Advisors
UnclaimedFinancial consultant in Santa Monica, CA
4.7 · 3 reviewsOpens today at 8 AMOpens today at 8 AM
Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries.
Eligible to offer 20% cashback to customers who shop here.OrbitBack
Add your name so AI can say who owns the business
Unclaimed · Add the year you opened so AI can say how long you've been open
ConfirmedVisitor submittedAI guess
Updated Aug 3, 2026Last activity 1 month ago, a question from ocean_peach.
Locals
4 asked · 0 answered by Wilshire
Wilshire or Morgan Stanley?
Question · by santa_nell · Member since Jul 2026 · 11 posts · 7w7 weeks ago
opening hours at Wilshire in Santa Monica, what are they these days?
Question · by santa_monica_fern · Member since Sep 2026 · 1 post · 7w7 weeks ago
cheaper than Wilshire in Santa Monica without it being sketchy?
Question · by monica_nell · Member since Aug 2026 · 2 posts · 8w8 weeks ago
Services
What Wilshire offers, what it costs, and what people come for.
The menu
Wilshire lists 30 services on its website. These are the 13 people ask about most, with a plain description and how many reviews mention each.
ServiceCategoryDescription
Active management reviewFrom their website
Financial consultant
Active management review is a service that evaluates investment strategies to enhance portfolio performance. We analyze market conditions and adjust allocations accordingly to align with client goals.
AdvFrom their website
Financial consultant
Adv is a financial advisory service focused on providing tailored investment strategies. Our knowledgeable staff works closely with clients to develop plans that meet their specific financial objectives.
Asset allocation overview videoFrom their website
Financial consultant
The asset allocation overview video provides a visual explanation of how assets are distributed across various investment categories. This helps clients understand their investment strategy and make informed decisions.
Non market capFrom their website
Financial consultant
Non market cap refers to investment strategies that do not rely on market capitalization as a primary factor. We offer insights into alternative metrics to guide investment decisions.
AnalyticsFrom their website
Financial consultant
Analytics is a service that utilizes data analysis to inform investment strategies. We provide clients with insights based on market trends and performance metrics.
Abr dynamic weight index smFrom their website
Financial consultant
The Abr dynamic weight index sm is a specialized financial tool that adjusts asset weights based on market conditions. This index helps clients optimize their investment portfolios.
Wilshire private assets fundFrom their website
Financial consultant
The Wilshire private assets fund is an investment vehicle that focuses on private equity and alternative investments. We provide clients with access to unique opportunities beyond traditional markets.
2021 second quarter market updateFrom their website
Financial consultant
The 2021 second quarter market update is a report summarizing key market trends and economic indicators. Clients receive insights to help them understand the current investment landscape.
SignatureFrom their website
Financial consultant
Signature is a personalized financial consulting service that addresses individual client needs. We focus on creating tailored strategies that align with specific financial goals.
2020 active management reviewFrom their website
Financial consultant
The 2020 active management review evaluates past investment strategies and their effectiveness. We analyze performance to guide future investment decisions for our clients.
Brexit new beginningsFrom their website
Financial consultant
Brexit new beginnings is a service that offers insights into the financial implications of Brexit. We help clients navigate the changing economic landscape resulting from this significant event.
ClientsFrom their website
Financial consultant
Our clients include a diverse range of individuals and institutions seeking financial guidance. We prioritize understanding their unique needs to provide effective consulting services.
Climate change indexes methodologyFrom their website
Financial consultant
The climate change indexes methodology outlines the approach used to create indexes that reflect environmental sustainability. We provide clients with insights into responsible investment practices.
See all 30 services
CommentaryFrom their website
Financial consultant
Commentary is a service that offers expert insights on market trends and economic developments. We provide clients with timely analysis to inform their investment strategies.
Compass contentFrom their website
Financial consultant
Compass content is a resource that provides educational materials on financial topics. We aim to equip clients with knowledge to enhance their understanding of investment strategies.
Contact formFrom their website
Financial consultant
The contact form is a tool for clients to reach out for inquiries or assistance. We ensure prompt responses to help clients with their financial consulting needs.
ErisaFrom their website
Financial consultant
Erisa services focus on compliance and regulatory guidance for employee benefit plans. We assist clients in navigating the complexities of ERISA regulations.
EsgFrom their website
Financial consultant
ESG services provide insights into environmental, social, and governance factors affecting investments. We help clients integrate ESG considerations into their investment strategies.
EusfdrFrom their website
Financial consultant
Eusfdr refers to the European Union Sustainable Finance Disclosure Regulation. We offer guidance on compliance with these regulations for investment professionals.
Institutional investorsFrom their website
Financial consultant
Institutional investors are organizations that invest on behalf of others, such as pension funds and endowments. We provide tailored consulting services to meet their unique investment needs.
InvestmentFrom their website
Financial consultant
Investment services involve the management and allocation of assets to achieve financial goals. We work with clients to develop personalized investment strategies.
Managed portfoliosFrom their website
Financial consultant
Managed portfolios are investment accounts that are overseen by financial professionals. We create and maintain portfolios tailored to client objectives and risk tolerance.
ParklexingtonFrom their website
Financial consultant
Parklexington is a financial service focused on providing investment solutions for specific market segments. We tailor our approach to meet the unique needs of clients in this area.
Principal adverse sustainability impacts statementFrom their website
Financial consultant
The principal adverse sustainability impacts statement outlines the potential negative effects of investments on sustainability. We provide clients with transparency in their investment choices.
Product literatureFrom their website
Financial consultant
Product literature includes detailed information on financial products and services. We ensure clients have access to comprehensive resources to make informed decisions.
Request documents as printed copiesFrom their website
Financial consultant
Requesting documents as printed copies involves obtaining physical copies of financial documents for your records. We ensure that the process is straightforward and efficient, allowing you to receive your requested materials promptly.
Research insightsFrom their website
Financial consultant
Research insights provide clients with data-driven analysis of market trends and investment opportunities. We deliver valuable information to support informed decision-making.
Abr crisis alpha index smFrom their website
Financial consultant
The Abr crisis alpha index sm is a financial index designed to measure performance during market crises. We utilize this tool to help clients assess risk and adjust strategies accordingly.
2020 fourth quarter market updateFrom their website
Financial consultant
The 2020 fourth quarter market update summarizes key economic developments and market performance. Clients receive insights to better understand the investment climate.
2021 first quarter market updateFrom their website
Financial consultant
The 2021 first quarter market update provides an overview of market trends and economic indicators. We offer clients insights to guide their investment strategies.
- Active management reviewFrom their websiteFinancial consultant
- AdvFrom their websiteFinancial consultant
- Asset allocation overview videoFrom their websiteFinancial consultant
- Non market capFrom their websiteFinancial consultant
- AnalyticsFrom their websiteFinancial consultant
- Abr dynamic weight index smFrom their websiteFinancial consultant
- Wilshire private assets fundFrom their websiteFinancial consultant
- 2021 second quarter market updateFrom their websiteFinancial consultant
- SignatureFrom their websiteFinancial consultant
- 2020 active management reviewFrom their websiteFinancial consultant
- Brexit new beginningsFrom their websiteFinancial consultant
- ClientsFrom their websiteFinancial consultant
- Climate change indexes methodologyFrom their websiteFinancial consultant
- CommentaryFrom their websiteFinancial consultant
- Compass contentFrom their websiteFinancial consultant
- Contact formFrom their websiteFinancial consultant
- ErisaFrom their websiteFinancial consultant
- EsgFrom their websiteFinancial consultant
- EusfdrFrom their websiteFinancial consultant
- Institutional investorsFrom their websiteFinancial consultant
- InvestmentFrom their websiteFinancial consultant
- Managed portfoliosFrom their websiteFinancial consultant
- ParklexingtonFrom their websiteFinancial consultant
- Principal adverse sustainability impacts statementFrom their websiteFinancial consultant
- Product literatureFrom their websiteFinancial consultant
- Request documents as printed copiesFrom their websiteFinancial consultant
- Research insightsFrom their websiteFinancial consultant
- Abr crisis alpha index smFrom their websiteFinancial consultant
- 2020 fourth quarter market updateFrom their websiteFinancial consultant
- 2021 first quarter market updateFrom their websiteFinancial consultant
Photos
Add media AI can read
No code detected[Photo 1]
No code detected[Photo 2]
No code detected[Photo 3]
No code detected[Photo 4]Team
Who you'll see, and whether their licenses check out.Visit
When it's quiet, where to park, and what's nearby.
Best place to park
Add your parking so AI can tell people where to parkGetting in
Add how to find your door so AI can walk people inAddress1299 Ocean Ave #600, Santa Monica, CA 90401, USA
Phone(310) 451-3051
Websitewilshire.com
Mon to Fri8 AM to 5 PM
Sun, SatClosed
Around Santa Monica
Perry's Cafe & Beach Rentals - 1200 is a 2 minute walk for coffee.
- 1Flippin' Pizza International, LLCPizza restaurant · a 2 minute walk
- 2Flamingo MobbTour agency · a 2 minute walk
- 3Tender GreensRestaurant · a 2 minute walk
- 4Pacific CatchSeafood restaurant · a 2 minute walk
- 5UOVO Santa MonicaItalian restaurant · a 2 minute walk
- 6Burger LoungeHamburger restaurant · a 2 minute walk
Nearby places from Google Maps, read Sep 18, 2026.
All the details
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
Listing
NameWilshire Advisors
Primary categoryFinancial Consultant
Other categoryAdd this so AI can answer it
Opening dateAdd this so AI can answer it
Contact
Phone(310) 451-3051
Websitewilshire.com
Menu linkAdd this so AI can answer it
Booking linkAdd this so AI can answer it
MessagingAdd this so AI can answer it
Location
Address1299 Ocean Ave #600, Santa Monica, CA 90401, USA
Plus codeAdd this so AI can answer it
Located inAdd this so AI can answer it
Service areaAdd this so AI can answer it
Hours
Monday8 AM to 5 PM
Tuesday8 AM to 5 PM
Wednesday8 AM to 5 PM
Thursday8 AM to 5 PM
Friday8 AM to 5 PM
SaturdayClosed
SundayClosed
Special hoursAdd this so AI can answer it
Holiday hoursAdd this so AI can answer it
Accessibility
Wheelchair-accessible entranceAdd this so AI can answer it
Wheelchair-accessible parkingAdd this so AI can answer it
Wheelchair-accessible restroomAdd this so AI can answer it
Wheelchair-accessible seatingAdd this so AI can answer it
Assistive hearing loopAdd this so AI can answer it
Payments
MastercardAdd this so AI can answer it
American ExpressAdd this so AI can answer it
DiscoverAdd this so AI can answer it
Debit cardsAdd this so AI can answer it
Apple PayAdd this so AI can answer it
Google PayAdd this so AI can answer it
FinancingAdd this so AI can answer it
HSA or FSA cardsAdd this so AI can answer it
Service options
Appointment requiredAdd this so AI can answer it
Walk-insAdd this so AI can answer it
Onsite servicesAdd this so AI can answer it
Online appointmentsAdd this so AI can answer it
Online estimatesAdd this so AI can answer it
Amenities
RestroomAdd this so AI can answer it
ParkingAdd this so AI can answer it
Gender-neutral restroomAdd this so AI can answer it
Language assistanceAdd this so AI can answer it
The business
Legal business nameAdd this so AI can answer it
FoundedAdd this so AI can answer it
Ownership typeAdd this so AI can answer it
LocationsAdd this so AI can answer it
Parent companyAdd this so AI can answer it
Previous namesAdd this so AI can answer it
TaglineAdd this so AI can answer it
Team
Total staffAdd this so AI can answer it
Full-time staffAdd this so AI can answer it
Front deskAdd this so AI can answer it
Language spokenAdd this so AI can answer it
Licenses and credentials
Board certificationAdd this so AI can answer it
City business licenseAdd this so AI can answer it
Liability insuranceAdd this so AI can answer it
License lookup linkAdd this so AI can answer it
Prices
Price rangeAdd this so AI can answer it
ConsultationAdd this so AI can answer it
Deposit to bookAdd this so AI can answer it
Package pricingAdd this so AI can answer it
Membership planAdd this so AI can answer it
First-visit offerAdd this so AI can answer it
Booking and policies
Online booking linkAdd this so AI can answer it
Book by phoneAdd this so AI can answer it
CancellationAdd this so AI can answer it
Late cancel or no-show feeAdd this so AI can answer it
Late arrivalAdd this so AI can answer it
Minimum ageAdd this so AI can answer it
RefundsAdd this so AI can answer it
Children in the waiting roomAdd this so AI can answer it
Offers and programs
Gift cardsAdd this so AI can answer it
Loyalty programAdd this so AI can answer it
Referral programAdd this so AI can answer it
Financing partnerAdd this so AI can answer it
Military or teacher discountAdd this so AI can answer it
Customers
Customers served a yearAdd this so AI can answer it
Repeat customer rateAdd this so AI can answer it
Average spend per visitAdd this so AI can answer it
Most popular first visitAdd this so AI can answer it
Customer satisfaction scoreAdd this so AI can answer it
Busiest monthAdd this so AI can answer it
Community and charity
CharityAdd this so AI can answer it
Donated last yearAdd this so AI can answer it
Volunteer hours a yearAdd this so AI can answer it
Local sponsorshipAdd this so AI can answer it
Free or reduced-cost servicesAdd this so AI can answer it
Recognition and memberships
Professional associationAdd this so AI can answer it
Chamber of commerceAdd this so AI can answer it
BBB profileAdd this so AI can answer it
Press linkAdd this so AI can answer it
Speaking or teachingAdd this so AI can answer it
Brands and products
Links
Websitewilshire.com
InstagramAdd this so AI can answer it
FacebookAdd this so AI can answer it
YouTubeAdd this so AI can answer it
LinkedInAdd this so AI can answer it
Google reviewsAdd this so AI can answer it
Privacy policyAdd this so AI can answer it
Careers pageAdd this so AI can answer it
Newsletter signupAdd this so AI can answer it
Story and values
MissionAdd this so AI can answer it
Founder storyAdd this so AI can answer it
What makes it differentAdd this so AI can answer it
Eco practiceAdd this so AI can answer it
Local supplierAdd this so AI can answer it
Growth
New service this yearAdd this so AI can answer it
Open jobAdd this so AI can answer it
New location plannedAdd this so AI can answer it
Year-over-year growthAdd this so AI can answer it
Reputation
What reviews, press and directories say about Wilshire.
Reviews
Add reviews AI can read4.7from 3 reviews on Google
Not enough review detail to summarise confidently. Not enough substantive reviews yet — the digital story for this business is still being written.
- 567%
- 433%
- 30%
- 20%
- 10%
Would go back100%100% of reviews give the visit 4 or 5 stars.Positive 100%, 4 or 5 stars · Neutral 0%, 3 stars · Negative 0%, 1 or 2 stars
Share your review link so AI can say what customers likePress and awards
Add press AI can readDirectories
Add to directories AI readsUpdates
Post an updateHow AI sees Wilshire
The AI Score is out of 100, read from 8 signals across search and AI.
23out of 100
What the score is made of
Signal and how much it countsWilshire
- Retrieval grounding 26%Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.0
- Off-property attestation 20%Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.40
- AI visibility 14%Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.0
- Reviews & response 12%The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.31
- Backlink & citation authority 8%Domain authority and editorial quality of the sources that attest to you.61
- Google Business Profile 8%Required and recommended fields; update cadence. The listing AI pulls from first.90
- Speed & mobile 7%Core Web Vitals at the 75th percentile, on a real phone.62
- Content freshness & schema 5%Crawl recency, intent alignment, valid JSON-LD, canonicals.42
Every business is scored the same way, and nobody can pay for a better score.
See exactly what AI says about you, and how to get picked
Wilshire, as AI sees it. Blue signals help Wilshire, and red ones hold it back.
- The questions people ask Gemini and ChatGPT about financial consultants in Santa Monica, and who they name instead of you
- What AI gets wrong about you, next to what’s true
- What to change first so AI names you
Claiming your page is free.
What AI reads
The page ChatGPT, Gemini, Perplexity and Google read about Wilshire. The code version is exactly what their crawlers get.
Local AI Registry · Financial consultants in Santa Monica, CA · Editorial
Wilshire Advisors, Santa Monica CA: Reviews
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
In short
Wilshire Advisors is a financial consultant in Santa Monica, CA. Its AI Score is 23 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
Key facts
| Fact | Value |
|---|---|
| Type | Financial consultant |
| Address | 1299 Ocean Ave #600, Santa Monica, CA 90401, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (310) 451-3051 |
| Rating | 4.7 across 3 reviews on Google |
| Updated | August 3, 2026 |
All the details
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
| Group | Fact | Value | Mark | Evidence |
|---|---|---|---|---|
| Location info | Address | 1299 Ocean Ave #600, Santa Monica, CA 90401, USA | Confirmed | Google Business Profile |
| Location info | Description | Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Wilshire Advisors | Confirmed | Google Business Profile |
| Location info | Phone | (310) 451-3051 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | 2020 active management review | From their website | Business website |
| Services | Service | 2020 fourth quarter market update | From their website | Business website |
| Services | Service | 2021 first quarter market update | From their website | Business website |
| Services | Service | 2021 second quarter market update | From their website | Business website |
| Services | Service | Abr crisis alpha index sm | From their website | Business website |
| Services | Service | Abr dynamic weight index sm | From their website | Business website |
| Services | Service | Active management review | From their website | Business website |
| Services | Service | Adv | From their website | Business website |
| Services | Service | Alternative asset advisory | AI guess | |
| Services | Service | Analytics | From their website | Business website |
| Services | Service | Asset allocation | AI guess | |
| Services | Service | Asset allocation overview video | From their website | Business website |
| Services | Service | Brexit new beginnings | From their website | Business website |
| Services | Service | Clients | From their website | Business website |
| Services | Service | Climate change indexes methodology | From their website | Business website |
| Services | Service | Commentary | From their website | Business website |
| Services | Service | Compass content | From their website | Business website |
| Services | Service | Contact form | From their website | Business website |
| Services | Service | Erisa | From their website | Business website |
| Services | Service | Esg | From their website | Business website |
| Services | Service | Eusfdr | From their website | Business website |
| Services | Service | Financial research | AI guess | |
| Services | Service | Institutional investment consulting | AI guess | |
| Services | Service | Institutional investors | From their website | Business website |
| Services | Service | Investment | From their website | Business website |
| Services | Service | Managed portfolios | From their website | Business website |
| Services | Service | Market analysis | AI guess | |
| Services | Service | Non market cap | From their website | Business website |
| Services | Service | Parklexington | From their website | Business website |
| Services | Service | Portfolio management | AI guess | |
| Services | Service | Principal adverse sustainability impacts statement | From their website | Business website |
| Services | Service | Product literature | From their website | Business website |
| Services | Service | Request documents as printed copies | From their website | Business website |
| Services | Service | Research insights | From their website | Business website |
| Services | Service | Signature | From their website | Business website |
| Services | Service | Sustainability impact analysis | AI guess | |
| Services | Service | Wilshire private assets fund | From their website | Business website |
| Links | Website | http://www.wilshire.com/ | Confirmed | Google Business Profile |
Services and prices
These are the 30 services Wilshire offers, with the price where we have one and where it came from.
| Service | Price | Price mark | Price evidence | Service mark |
|---|---|---|---|---|
| Active management review | From their website | |||
| Adv | From their website | |||
| Asset allocation overview video | From their website | |||
| Non market cap | From their website | |||
| Analytics | From their website | |||
| Abr dynamic weight index sm | From their website | |||
| Wilshire private assets fund | From their website | |||
| 2021 second quarter market update | From their website | |||
| Signature | From their website | |||
| 2020 active management review | From their website | |||
| Brexit new beginnings | From their website | |||
| Clients | From their website | |||
| Climate change indexes methodology | From their website | |||
| Commentary | From their website | |||
| Compass content | From their website | |||
| Contact form | From their website | |||
| Erisa | From their website | |||
| Esg | From their website | |||
| Eusfdr | From their website | |||
| Institutional investors | From their website | |||
| Investment | From their website | |||
| Managed portfolios | From their website | |||
| Parklexington | From their website | |||
| Principal adverse sustainability impacts statement | From their website | |||
| Product literature | From their website | |||
| Request documents as printed copies | From their website | |||
| Research insights | From their website | |||
| Abr crisis alpha index sm | From their website | |||
| 2020 fourth quarter market update | From their website | |||
| 2021 first quarter market update | From their website |
Known for
The team
Visiting Wilshire
Address: 1299 Ocean Ave #600, Santa Monica, CA 90401, USA. Phone: (310) 451-3051. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)
Location info from Google Business Profile
From Google Business Profile: "Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries."
Parking and getting in
Add your parking so AI can tell people where to parkAdd how to find your door so AI can walk people in
Nearby
| Place | Type | Distance |
|---|---|---|
| 1299 Ocean Ave - Garage - Park ABM | Parking garage | 1 min walk |
| 120 Wilshire Blvd Parking Garage - ParkABM | Parking garage | 2 min walk |
| Parking Structure 2 | Parking garage | 2 min walk |
| Flippin' Pizza International, LLC | Pizza restaurant | 2 min walk |
| Flamingo Mobb | Tour agency | 2 min walk |
| Tender Greens | Restaurant | 2 min walk |
Reputation
4.7 average across 3 reviews: Google 3. (Confirmed, read August 3, 2026.)
Not enough review detail to summarise confidently. (AI guess, from 3 reviews.)
Press
Awards
Directories
Questions people ask
Finance options, anyone used them?
Wilshire or Morgan Stanley?
opening hours at Wilshire in Santa Monica, what are they these days?
cheaper than Wilshire in Santa Monica without it being sketchy?
best financial consultant in Santa Monica
what does Wilshire actually get right?
are prices in Santa Monica higher than everywhere else
is there a rewards thing here
parking at Wilshire, where does everyone put the car?
do I need to book this firm or can I just turn up?
Whereabouts is this firm?
anyone tell me what a first meeting here involves
Saturdays at Wilshire, are they open?
Coffee near Wilshire on Ocean?
last update from here was when?
walk ins, or is it booked solid
The AI Score: 23 of 100
It measures how likely AI engines are to recommend a business, and how accurately. Financial consultants on the registry run 19 to 54. Fair starts at 45, good at 65. Wilshire scores 23. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | Wilshire |
|---|---|---|---|---|
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 31 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | 61 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 62 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 42 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial consultant: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
Entity map
Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.
| Entity | Type | ID on this page | Same as | Relationship to Wilshire |
|---|---|---|---|---|
| Wilshire Advisors | LocalBusiness | #business | http://www.wilshire.com/ | Subject of this page |
| Santa Monica, California | City | #city | City Wilshire is in | |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |
Topical map
Where this page sits in the registry. It's one profile among the financial consultants in Santa Monica, linked to the lists and towns around it.
Lists
- Best financial consultants in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-consultant
- Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica
Nearby
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
Every list
- Every leaderboard in California: https://localairegistry.com/leaderboards/ca
References
Show references (32)
Sources cited
- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y (accessed Aug 3, 2026)
- [2] wilshire.com, https://wilshire.com/solutions/wilshire-private-assets-fund (accessed Sep 18, 2026)
- [3] wilshire.com, https://wilshire.com/resources-and-forms/2020-fourth-quarter-market-update (accessed Sep 18, 2026)
- [4] wilshire.com, https://wilshire.com/resources-and-forms/2021-first-quarter-market-update (accessed Sep 18, 2026)
- [5] wilshire.com, https://wilshire.com/resources-and-forms/2021-second-quarter-market-update (accessed Sep 18, 2026)
- [6] wilshire.com, https://wilshire.com/resources-and-forms/abr-crisis-alpha-index-sm (accessed Sep 18, 2026)
- [7] wilshire.com, https://wilshire.com/resources-and-forms/abr-dynamic-weight-index-sm (accessed Sep 18, 2026)
- [8] wilshire.com, https://wilshire.com/resources-and-forms/active-management-review (accessed Sep 18, 2026)
- [9] wilshire.com, https://wilshire.com/adv (accessed Sep 18, 2026)
- [10] wilshire.com, https://wilshire.com/non-market-cap (accessed Sep 18, 2026)
- [11] wilshire.com, https://wilshire.com/solutions/parklexington (accessed Sep 18, 2026)
- [12] wilshire.com, https://wilshire.com/principal-adverse-sustainability-impacts-statement (accessed Sep 18, 2026)
- [13] wilshire.com, https://wilshire.com/research-insights/product-literature (accessed Sep 18, 2026)
- [14] wilshire.com, https://wilshire.com/request-documents-as-printed-copies (accessed Sep 18, 2026)
- [15] wilshire.com, https://wilshire.com/research-insights (accessed Sep 18, 2026)
- [16] wilshire.com, https://wilshire.com/signature (accessed Sep 18, 2026)
- [17] wilshire.com, https://wilshire.com/resources-and-forms/2020-active-management-review (accessed Sep 18, 2026)
- [18] wilshire.com, https://wilshire.com/solutions/analytics (accessed Sep 18, 2026)
- [19] wilshire.com, https://wilshire.com/resources-and-forms/asset-allocation-overview-video (accessed Sep 18, 2026)
- [20] wilshire.com, https://wilshire.com/resources-and-forms/brexit-new-beginnings (accessed Sep 18, 2026)
- [21] wilshire.com, https://wilshire.com/clients (accessed Sep 18, 2026)
- [22] wilshire.com, https://wilshire.com/resources-and-forms/climate-change-indexes-methodology (accessed Sep 18, 2026)
- [23] wilshire.com, https://wilshire.com/research-insights/commentary (accessed Sep 18, 2026)
- [24] wilshire.com, https://wilshire.com/compass-content (accessed Sep 18, 2026)
- [25] wilshire.com, https://wilshire.com/contact-form (accessed Sep 18, 2026)
- [26] wilshire.com, https://wilshire.com/erisa (accessed Sep 18, 2026)
- [27] wilshire.com, https://wilshire.com/research-insights/esg (accessed Sep 18, 2026)
- [28] wilshire.com, https://wilshire.com/eusfdr (accessed Sep 18, 2026)
- [29] wilshire.com, https://wilshire.com/clients/institutional-investors (accessed Sep 18, 2026)
- [30] wilshire.com, https://wilshire.com/solutions/investment (accessed Sep 18, 2026)
- [31] wilshire.com, https://wilshire.com/managed-portfolios (accessed Sep 18, 2026)
- [32] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
The code behind this page
This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.
1. HTTP response headers
Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.
HTTP/2 200 content-type: text/html; charset=utf-8 link: <https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca>; rel="canonical", <https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca.md>; rel="alternate"; type="text/markdown", <https://localairegistry.com/llms.txt>; rel="describedby"
2. Head tags
Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.
<meta charset="utf-8"> <meta name="viewport" content="width=device-width, initial-scale=1"> <title>Wilshire Advisors, Santa Monica CA: Reviews</title> <meta name="description" content="Financial consultant in Santa Monica, CA. 4.7 on Google from 3 reviews."> <meta name="robots" content="index, follow"> <link rel="canonical" href="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"> <link rel="alternate" type="text/markdown" href="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca.md"> <meta property="og:title" content="Wilshire Advisors, Santa Monica CA: Reviews"> <meta property="og:description" content="Financial consultant in Santa Monica, CA. 4.7 on Google from 3 reviews."> <meta property="og:url" content="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"> <meta property="og:site_name" content="Local AI Registry"> <meta property="og:type" content="website"> <meta name="twitter:card" content="summary_large_image"> <meta name="geo.position" content="34.0160729;-118.4998156"> <meta name="ICBM" content="34.0160729, -118.4998156"> <meta name="geo.region" content="US-CA"> <meta name="geo.placename" content="Santa Monica">
3. Structured data (JSON-LD)
One connected graph. Every person and service has its own @id and links to the business, and a licensed person links to the license and the board that issued it.
{
"@context": "https://schema.org",
"@graph": [
{
"@type": "WebPage",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca",
"name": "Wilshire Advisors, Santa Monica CA: Reviews",
"isPartOf": {
"@id": "https://localairegistry.com/#website"
},
"about": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"
},
"mainEntity": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"
},
"breadcrumb": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#breadcrumb"
},
"hasPart": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#locals"
},
"primaryImageOfPage": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"
},
"datePublished": "2026-08-03",
"dateModified": "2026-10-28",
"speakable": {
"@type": "SpeakableSpecification",
"cssSelector": [
"#ai-listing-description"
]
},
"significantLink": [
"https://localairegistry.com/methodology",
"https://localairegistry.com/faq",
"https://localairegistry.com/developers"
]
},
{
"@type": "Article",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#article",
"headline": "Wilshire Advisors, Santa Monica CA: Reviews",
"name": "Wilshire Advisors, Santa Monica CA: Reviews",
"author": {
"@id": "https://localairegistry.com/team/steve-lee"
},
"publisher": {
"@id": "https://localairegistry.com/#organization"
},
"datePublished": "2026-08-03",
"dateModified": "2026-10-28",
"about": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"
},
"image": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"
},
"isPartOf": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage"
},
"mainEntityOfPage": {
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage"
}
},
{
"@type": "Person",
"@id": "https://localairegistry.com/team/steve-lee",
"name": "Steve Lee",
"jobTitle": "Founder and CEO",
"url": "https://localairegistry.com/team/steve-lee",
"worksFor": {
"@id": "https://localairegistry.com/#organization"
}
},
{
"@type": "Organization",
"@id": "https://localairegistry.com/#organization",
"name": "Local AI Registry",
"alternateName": "LAIR",
"url": "https://localairegistry.com/",
"logo": "https://localairegistry.com/images/brand/logo-512.png"
},
{
"@type": "FinancialService",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca",
"name": "Wilshire Advisors",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca",
"description": "Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries.",
"sameAs": [
"http://www.wilshire.com/",
"https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y"
],
"image": [
{
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"
},
{
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-2"
},
{
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-3"
},
{
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-4"
},
{
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-5"
}
],
"hasMap": "https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y",
"geo": {
"@type": "GeoCoordinates",
"latitude": 34.0160729,
"longitude": -118.4998156
},
"aggregateRating": {
"@type": "AggregateRating",
"ratingValue": 4.7,
"reviewCount": 3,
"bestRating": 5
},
"telephone": "(310) 451-3051",
"address": {
"@type": "PostalAddress",
"streetAddress": "1299 Ocean Ave #600, Santa Monica, CA 90401, USA",
"addressLocality": "Santa Monica",
"addressRegion": "CA",
"postalCode": "90401",
"addressCountry": "US"
},
"openingHoursSpecification": [
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": "https://schema.org/Monday",
"opens": "08:00",
"closes": "17:00"
},
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": "https://schema.org/Tuesday",
"opens": "08:00",
"closes": "17:00"
},
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": "https://schema.org/Wednesday",
"opens": "08:00",
"closes": "17:00"
},
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": "https://schema.org/Thursday",
"opens": "08:00",
"closes": "17:00"
},
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": "https://schema.org/Friday",
"opens": "08:00",
"closes": "17:00"
}
],
"areaServed": {
"@type": "City",
"name": "Santa Monica"
},
"knowsAbout": [
"2020 active management review",
"2020 fourth quarter market update",
"2021 first quarter market update",
"2021 second quarter market update",
"Abr crisis alpha index sm",
"Abr dynamic weight index sm",
"Active management review",
"Adv",
"Alternative asset advisory",
"Analytics",
"Asset allocation",
"Asset allocation overview video",
"Brexit new beginnings",
"Clients",
"Climate change indexes methodology",
"Commentary",
"Compass content",
"Contact form",
"Erisa",
"Esg",
"Eusfdr",
"Financial research",
"Institutional investment consulting",
"Institutional investors",
"Investment",
"Managed portfolios",
"Market analysis",
"Non market cap",
"Parklexington",
"Portfolio management",
"Principal adverse sustainability impacts statement",
"Product literature",
"Request documents as printed copies",
"Research insights",
"Signature",
"Sustainability impact analysis",
"Wilshire private assets fund"
]
},
{
"@type": "ImageObject",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1",
"contentUrl": "https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F0.jpg",
"caption": "Photo 1"
},
{
"@type": "ImageObject",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-2",
"contentUrl": "https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F1.png",
"caption": "Photo 2"
},
{
"@type": "ImageObject",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-3",
"contentUrl": "https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F2.jpg",
"caption": "Photo 3"
},
{
"@type": "ImageObject",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-4",
"contentUrl": "https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F3.jpg",
"caption": "Photo 4"
},
{
"@type": "ImageObject",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-5",
"contentUrl": "https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F4.jpg",
"caption": "Photo 5"
},
{
"@type": "ItemList",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#locals",
"name": "Questions people ask",
"numberOfItems": 16,
"itemListElement": [
{
"@type": "ListItem",
"position": 1,
"name": "Finance options, anyone used them?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-do-payment-plans"
},
{
"@type": "ListItem",
"position": 2,
"name": "Wilshire or Morgan Stanley?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/wilshire-advisors-or-morgan-stanley-financial-advisors-for-managed"
},
{
"@type": "ListItem",
"position": 3,
"name": "opening hours at Wilshire in Santa Monica, what are they these days?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-are-the-operating-hours-of-wilshire-advisors"
},
{
"@type": "ListItem",
"position": 4,
"name": "cheaper than Wilshire in Santa Monica without it being sketchy?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-anywhere-cheaper-than-wilshire-advisors-in-santa-monica-that"
},
{
"@type": "ListItem",
"position": 5,
"name": "best financial consultant in Santa Monica",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/best-financial-consultant-in-santa-monica"
},
{
"@type": "ListItem",
"position": 6,
"name": "what does Wilshire actually get right?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-wilshire-advisors-known-for"
},
{
"@type": "ListItem",
"position": 7,
"name": "are prices in Santa Monica higher than everywhere else",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-does-a-financial-consultant-actually-cost-in-santa-monica"
},
{
"@type": "ListItem",
"position": 8,
"name": "is there a rewards thing here",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-take-rewards-points-or-membership-pricing"
},
{
"@type": "ListItem",
"position": 9,
"name": "parking at Wilshire, where does everyone put the car?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-parking-available-at-wilshire-advisors"
},
{
"@type": "ListItem",
"position": 10,
"name": "do I need to book this firm or can I just turn up?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-accept-reservations"
},
{
"@type": "ListItem",
"position": 11,
"name": "Whereabouts is this firm?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/where-is-wilshire-advisors-located"
},
{
"@type": "ListItem",
"position": 12,
"name": "anyone tell me what a first meeting here involves",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-should-i-know-before-a-first-meeting-at-wilshire-advisors"
},
{
"@type": "ListItem",
"position": 13,
"name": "Saturdays at Wilshire, are they open?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-wilshire-advisors-open-on-saturdays"
},
{
"@type": "ListItem",
"position": 14,
"name": "Coffee near Wilshire on Ocean?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-around-wilshire-advisors-on-ocean"
},
{
"@type": "ListItem",
"position": 15,
"name": "last update from here was when?",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-has-wilshire-advisors-been-posting-lately"
},
{
"@type": "ListItem",
"position": 16,
"name": "walk ins, or is it booked solid",
"url": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-ever-have-last-minute-openings"
}
]
},
{
"@type": "BreadcrumbList",
"@id": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#breadcrumb",
"itemListElement": [
{
"@type": "ListItem",
"position": 1,
"name": "Home",
"item": "https://localairegistry.com/"
},
{
"@type": "ListItem",
"position": 2,
"name": "California",
"item": "https://localairegistry.com/leaderboards/ca"
},
{
"@type": "ListItem",
"position": 3,
"name": "Santa Monica",
"item": "https://localairegistry.com/leaderboards/ca/santa-monica"
},
{
"@type": "ListItem",
"position": 4,
"name": "Financial consultants",
"item": "https://localairegistry.com/leaderboards/ca/santa-monica/financial-consultant"
},
{
"@type": "ListItem",
"position": 5,
"name": "Wilshire Advisors",
"item": "https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"
}
]
}
]
}4. Markdown copy of this page (wilshire-advisors-santa-monica-ca.md)
The article as plain text: the same headings, facts, marks and sources.
# Wilshire Advisors, Santa Monica CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca ## Photos -  -  -  -  -  ## In short Wilshire Advisors is a financial consultant in Santa Monica, CA. Its AI Score is 23 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial consultant | | Address | 1299 Ocean Ave #600, Santa Monica, CA 90401, USA | | Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun | | Phone | (310) 451-3051 | | Rating | 4.7 across 3 reviews on Google | | Updated | August 3, 2026 | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 1299 Ocean Ave #600, Santa Monica, CA 90401, USA | Confirmed | Google Business Profile | | Location info | Description | Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries. | Confirmed | Google Business Profile | | Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile | | Location info | Name | Wilshire Advisors | Confirmed | Google Business Profile | | Location info | Phone | (310) 451-3051 | Confirmed | Google Business Profile | | Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | Closed | Confirmed | Google Business Profile | | Hours | Sunday | Closed | Confirmed | Google Business Profile | | Services | Service | 2020 active management review | From their website | Business website | | Services | Service | 2020 fourth quarter market update | From their website | Business website | | Services | Service | 2021 first quarter market update | From their website | Business website | | Services | Service | 2021 second quarter market update | From their website | Business website | | Services | Service | Abr crisis alpha index sm | From their website | Business website | | Services | Service | Abr dynamic weight index sm | From their website | Business website | | Services | Service | Active management review | From their website | Business website | | Services | Service | Adv | From their website | Business website | | Services | Service | Alternative asset advisory | AI guess | | | Services | Service | Analytics | From their website | Business website | | Services | Service | Asset allocation | AI guess | | | Services | Service | Asset allocation overview video | From their website | Business website | | Services | Service | Brexit new beginnings | From their website | Business website | | Services | Service | Clients | From their website | Business website | | Services | Service | Climate change indexes methodology | From their website | Business website | | Services | Service | Commentary | From their website | Business website | | Services | Service | Compass content | From their website | Business website | | Services | Service | Contact form | From their website | Business website | | Services | Service | Erisa | From their website | Business website | | Services | Service | Esg | From their website | Business website | | Services | Service | Eusfdr | From their website | Business website | | Services | Service | Financial research | AI guess | | | Services | Service | Institutional investment consulting | AI guess | | | Services | Service | Institutional investors | From their website | Business website | | Services | Service | Investment | From their website | Business website | | Services | Service | Managed portfolios | From their website | Business website | | Services | Service | Market analysis | AI guess | | | Services | Service | Non market cap | From their website | Business website | | Services | Service | Parklexington | From their website | Business website | | Services | Service | Portfolio management | AI guess | | | Services | Service | Principal adverse sustainability impacts statement | From their website | Business website | | Services | Service | Product literature | From their website | Business website | | Services | Service | Request documents as printed copies | From their website | Business website | | Services | Service | Research insights | From their website | Business website | | Services | Service | Signature | From their website | Business website | | Services | Service | Sustainability impact analysis | AI guess | | | Services | Service | Wilshire private assets fund | From their website | Business website | | Links | Website | http://www.wilshire.com/ | Confirmed | Google Business Profile | ## Services and prices These are the 30 services Wilshire offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Active management review | | | | From their website | | Adv | | | | From their website | | Asset allocation overview video | | | | From their website | | Non market cap | | | | From their website | | Analytics | | | | From their website | | Abr dynamic weight index sm | | | | From their website | | Wilshire private assets fund | | | | From their website | | 2021 second quarter market update | | | | From their website | | Signature | | | | From their website | | 2020 active management review | | | | From their website | | Brexit new beginnings | | | | From their website | | Clients | | | | From their website | | Climate change indexes methodology | | | | From their website | | Commentary | | | | From their website | | Compass content | | | | From their website | | Contact form | | | | From their website | | Erisa | | | | From their website | | Esg | | | | From their website | | Eusfdr | | | | From their website | | Institutional investors | | | | From their website | | Investment | | | | From their website | | Managed portfolios | | | | From their website | | Parklexington | | | | From their website | | Principal adverse sustainability impacts statement | | | | From their website | | Product literature | | | | From their website | | Request documents as printed copies | | | | From their website | | Research insights | | | | From their website | | Abr crisis alpha index sm | | | | From their website | | 2020 fourth quarter market update | | | | From their website | | 2021 first quarter market update | | | | From their website | ### Known for Share your review link so AI can say what you're known for ## The team Add your team so AI can name who works here ## Visiting Wilshire Address: 1299 Ocean Ave #600, Santa Monica, CA 90401, USA. Phone: (310) 451-3051. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From Google Business Profile: "Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries." ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | 1299 Ocean Ave - Garage - Park ABM | Parking garage | 1 min walk | | 120 Wilshire Blvd Parking Garage - ParkABM | Parking garage | 2 min walk | | Parking Structure 2 | Parking garage | 2 min walk | | Flippin' Pizza International, LLC | Pizza restaurant | 2 min walk | | Flamingo Mobb | Tour agency | 2 min walk | | Tender Greens | Restaurant | 2 min walk | ## Reputation 4.7 average across 3 reviews: Google 3. (Confirmed, read August 3, 2026.) Not enough review detail to summarise confidently. (AI guess, from 3 reviews.) ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### Finance options, anyone used them? ### Wilshire or Morgan Stanley? ### opening hours at Wilshire in Santa Monica, what are they these days? ### cheaper than Wilshire in Santa Monica without it being sketchy? ### best financial consultant in Santa Monica ### what does Wilshire actually get right? ### are prices in Santa Monica higher than everywhere else ### is there a rewards thing here ### parking at Wilshire, where does everyone put the car? ### do I need to book this firm or can I just turn up? ### Whereabouts is this firm? ### anyone tell me what a first meeting here involves ### Saturdays at Wilshire, are they open? ### Coffee near Wilshire on Ocean? ### last update from here was when? ### walk ins, or is it booked solid ## The AI Score: 23 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Financial consultants on the registry run 19 to 54. Fair starts at 45, good at 65. Wilshire scores 23. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Wilshire | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor | | Reviews & response | 12 | 31 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor | | Backlink & citation authority | 8 | 61 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 62 | Core Web Vitals at the 75th percentile, on a real phone. | Fair | | Content freshness & schema | 5 | 42 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial consultant: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to Wilshire | | --- | --- | --- | --- | --- | | Wilshire Advisors | LocalBusiness | #business | http://www.wilshire.com/ | Subject of this page | | Santa Monica, California | City | #city | | City Wilshire is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial consultants in Santa Monica, linked to the lists and towns around it. ### Lists - Best financial consultants in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-consultant - Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y (accessed Aug 3, 2026) - [2] wilshire.com, https://wilshire.com/solutions/wilshire-private-assets-fund (accessed Sep 18, 2026) - [3] wilshire.com, https://wilshire.com/resources-and-forms/2020-fourth-quarter-market-update (accessed Sep 18, 2026) - [4] wilshire.com, https://wilshire.com/resources-and-forms/2021-first-quarter-market-update (accessed Sep 18, 2026) - [5] wilshire.com, https://wilshire.com/resources-and-forms/2021-second-quarter-market-update (accessed Sep 18, 2026) - [6] wilshire.com, https://wilshire.com/resources-and-forms/abr-crisis-alpha-index-sm (accessed Sep 18, 2026) - [7] wilshire.com, https://wilshire.com/resources-and-forms/abr-dynamic-weight-index-sm (accessed Sep 18, 2026) - [8] wilshire.com, https://wilshire.com/resources-and-forms/active-management-review (accessed Sep 18, 2026) - [9] wilshire.com, https://wilshire.com/adv (accessed Sep 18, 2026) - [10] wilshire.com, https://wilshire.com/non-market-cap (accessed Sep 18, 2026) - [11] wilshire.com, https://wilshire.com/solutions/parklexington (accessed Sep 18, 2026) - [12] wilshire.com, https://wilshire.com/principal-adverse-sustainability-impacts-statement (accessed Sep 18, 2026) - [13] wilshire.com, https://wilshire.com/research-insights/product-literature (accessed Sep 18, 2026) - [14] wilshire.com, https://wilshire.com/request-documents-as-printed-copies (accessed Sep 18, 2026) - [15] wilshire.com, https://wilshire.com/research-insights (accessed Sep 18, 2026) - [16] wilshire.com, https://wilshire.com/signature (accessed Sep 18, 2026) - [17] wilshire.com, https://wilshire.com/resources-and-forms/2020-active-management-review (accessed Sep 18, 2026) - [18] wilshire.com, https://wilshire.com/solutions/analytics (accessed Sep 18, 2026) - [19] wilshire.com, https://wilshire.com/resources-and-forms/asset-allocation-overview-video (accessed Sep 18, 2026) - [20] wilshire.com, https://wilshire.com/resources-and-forms/brexit-new-beginnings (accessed Sep 18, 2026) - [21] wilshire.com, https://wilshire.com/clients (accessed Sep 18, 2026) - [22] wilshire.com, https://wilshire.com/resources-and-forms/climate-change-indexes-methodology (accessed Sep 18, 2026) - [23] wilshire.com, https://wilshire.com/research-insights/commentary (accessed Sep 18, 2026) - [24] wilshire.com, https://wilshire.com/compass-content (accessed Sep 18, 2026) - [25] wilshire.com, https://wilshire.com/contact-form (accessed Sep 18, 2026) - [26] wilshire.com, https://wilshire.com/erisa (accessed Sep 18, 2026) - [27] wilshire.com, https://wilshire.com/research-insights/esg (accessed Sep 18, 2026) - [28] wilshire.com, https://wilshire.com/eusfdr (accessed Sep 18, 2026) - [29] wilshire.com, https://wilshire.com/clients/institutional-investors (accessed Sep 18, 2026) - [30] wilshire.com, https://wilshire.com/solutions/investment (accessed Sep 18, 2026) - [31] wilshire.com, https://wilshire.com/managed-portfolios (accessed Sep 18, 2026) - [32] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers
References, including locals
Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.
- Finance options, anyone used them? Question by ocean_peach, Sep 14, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-do-payment-plans
- Wilshire or Morgan Stanley? Question by santa_nell, Sep 11, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/wilshire-advisors-or-morgan-stanley-financial-advisors-for-managed
- opening hours at Wilshire in Santa Monica, what are they these days? Question by santa_monica_fern, Sep 11, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-are-the-operating-hours-of-wilshire-advisors
- cheaper than Wilshire in Santa Monica without it being sketchy? Question by monica_nell, Sep 7, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-anywhere-cheaper-than-wilshire-advisors-in-santa-monica-that
- best financial consultant in Santa Monica Question by spring_parent_downtown_90401, Sep 4, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/best-financial-consultant-in-santa-monica
- what does Wilshire actually get right? Question by picky_on_ocean, Sep 4, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-wilshire-advisors-known-for
- are prices in Santa Monica higher than everywhere else Question by window_shopping_on_ocean, Sep 3, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-does-a-financial-consultant-actually-cost-in-santa-monica
- is there a rewards thing here Question by careful_on_ocean, Aug 25, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-take-rewards-points-or-membership-pricing
- parking at Wilshire, where does everyone put the car? Question by reading_reviews_on_ocean, Aug 20, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-parking-available-at-wilshire-advisors
- do I need to book this firm or can I just turn up? Question by holiday_sitter_uptown, Aug 14, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-accept-reservations
- Whereabouts is this firm? Question by winter_parent_downtown, Aug 10, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/where-is-wilshire-advisors-located
- anyone tell me what a first meeting here involves Question by weekend_only_in_sm, Aug 7, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-should-i-know-before-a-first-meeting-at-wilshire-advisors
- Saturdays at Wilshire, are they open? Question by new_year_commuter_north, Jul 31, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-wilshire-advisors-open-on-saturdays
- Coffee near Wilshire on Ocean? Question by santa_jo, Jul 29, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-around-wilshire-advisors-on-ocean
- last update from here was when? Question by santa_monica_otis, Jul 22, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-has-wilshire-advisors-been-posting-lately
- walk ins, or is it booked solid Question by wedding_reader_south, Jul 18, 2026. localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-ever-have-last-minute-openings
You're free to copy anything on this page, as long as you keep the reference links. How to copy it or link to it
The whole page exactly as crawlers get it: head tags, one connected JSON-LD graph, and every section in semantic HTML.
<!doctype html>
<html lang="en-US">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>Wilshire Advisors, Santa Monica CA: Reviews</title>
<meta name="description" content="Financial consultant in Santa Monica, CA. 4.7 on Google from 3 reviews.">
<meta name="robots" content="index, follow">
<link rel="canonical" href="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca">
<link rel="alternate" type="text/markdown" href="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca.md">
<meta property="og:title" content="Wilshire Advisors, Santa Monica CA: Reviews">
<meta property="og:description" content="Financial consultant in Santa Monica, CA. 4.7 on Google from 3 reviews.">
<meta property="og:url" content="https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca">
<meta property="og:site_name" content="Local AI Registry">
<meta property="og:type" content="website">
<meta name="twitter:card" content="summary_large_image">
<meta name="geo.position" content="34.0160729;-118.4998156">
<meta name="ICBM" content="34.0160729, -118.4998156">
<meta name="geo.region" content="US-CA">
<meta name="geo.placename" content="Santa Monica">
<script type="application/ld+json">{"@context":"https://schema.org","@graph":[{"@type":"WebPage","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca","name":"Wilshire Advisors, Santa Monica CA: Reviews","isPartOf":{"@id":"https://localairegistry.com/#website"},"about":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"},"mainEntity":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"},"breadcrumb":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#breadcrumb"},"hasPart":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#locals"},"primaryImageOfPage":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"},"datePublished":"2026-08-03","dateModified":"2026-10-28","speakable":{"@type":"SpeakableSpecification","cssSelector":["#ai-listing-description"]},"significantLink":["https://localairegistry.com/methodology","https://localairegistry.com/faq","https://localairegistry.com/developers"]},{"@type":"Article","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#article","headline":"Wilshire Advisors, Santa Monica CA: Reviews","name":"Wilshire Advisors, Santa Monica CA: Reviews","author":{"@id":"https://localairegistry.com/team/steve-lee"},"publisher":{"@id":"https://localairegistry.com/#organization"},"datePublished":"2026-08-03","dateModified":"2026-10-28","about":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"},"image":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"},"isPartOf":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage"},"mainEntityOfPage":{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#webpage"}},{"@type":"Person","@id":"https://localairegistry.com/team/steve-lee","name":"Steve Lee","jobTitle":"Founder and CEO","url":"https://localairegistry.com/team/steve-lee","worksFor":{"@id":"https://localairegistry.com/#organization"}},{"@type":"Organization","@id":"https://localairegistry.com/#organization","name":"Local AI Registry","alternateName":"LAIR","url":"https://localairegistry.com/","logo":"https://localairegistry.com/images/brand/logo-512.png"},{"@type":"FinancialService","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca","name":"Wilshire Advisors","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca","description":"Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries.","sameAs":["http://www.wilshire.com/","https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y"],"image":[{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1"},{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-2"},{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-3"},{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-4"},{"@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-5"}],"hasMap":"https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y","geo":{"@type":"GeoCoordinates","latitude":34.0160729,"longitude":-118.4998156},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"reviewCount":3,"bestRating":5},"telephone":"(310) 451-3051","address":{"@type":"PostalAddress","streetAddress":"1299 Ocean Ave #600, Santa Monica, CA 90401, USA","addressLocality":"Santa Monica","addressRegion":"CA","postalCode":"90401","addressCountry":"US"},"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":"https://schema.org/Monday","opens":"08:00","closes":"17:00"},{"@type":"OpeningHoursSpecification","dayOfWeek":"https://schema.org/Tuesday","opens":"08:00","closes":"17:00"},{"@type":"OpeningHoursSpecification","dayOfWeek":"https://schema.org/Wednesday","opens":"08:00","closes":"17:00"},{"@type":"OpeningHoursSpecification","dayOfWeek":"https://schema.org/Thursday","opens":"08:00","closes":"17:00"},{"@type":"OpeningHoursSpecification","dayOfWeek":"https://schema.org/Friday","opens":"08:00","closes":"17:00"}],"areaServed":{"@type":"City","name":"Santa Monica"},"knowsAbout":["2020 active management review","2020 fourth quarter market update","2021 first quarter market update","2021 second quarter market update","Abr crisis alpha index sm","Abr dynamic weight index sm","Active management review","Adv","Alternative asset advisory","Analytics","Asset allocation","Asset allocation overview video","Brexit new beginnings","Clients","Climate change indexes methodology","Commentary","Compass content","Contact form","Erisa","Esg","Eusfdr","Financial research","Institutional investment consulting","Institutional investors","Investment","Managed portfolios","Market analysis","Non market cap","Parklexington","Portfolio management","Principal adverse sustainability impacts statement","Product literature","Request documents as printed copies","Research insights","Signature","Sustainability impact analysis","Wilshire private assets fund"]},{"@type":"ImageObject","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-1","contentUrl":"https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F0.jpg","caption":"Photo 1"},{"@type":"ImageObject","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-2","contentUrl":"https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F1.png","caption":"Photo 2"},{"@type":"ImageObject","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-3","contentUrl":"https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F2.jpg","caption":"Photo 3"},{"@type":"ImageObject","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-4","contentUrl":"https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F3.jpg","caption":"Photo 4"},{"@type":"ImageObject","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#photo-5","contentUrl":"https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F4.jpg","caption":"Photo 5"},{"@type":"ItemList","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#locals","name":"Questions people ask","numberOfItems":16,"itemListElement":[{"@type":"ListItem","position":1,"name":"Finance options, anyone used them?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-do-payment-plans"},{"@type":"ListItem","position":2,"name":"Wilshire or Morgan Stanley?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/wilshire-advisors-or-morgan-stanley-financial-advisors-for-managed"},{"@type":"ListItem","position":3,"name":"opening hours at Wilshire in Santa Monica, what are they these days?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-are-the-operating-hours-of-wilshire-advisors"},{"@type":"ListItem","position":4,"name":"cheaper than Wilshire in Santa Monica without it being sketchy?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-anywhere-cheaper-than-wilshire-advisors-in-santa-monica-that"},{"@type":"ListItem","position":5,"name":"best financial consultant in Santa Monica","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/best-financial-consultant-in-santa-monica"},{"@type":"ListItem","position":6,"name":"what does Wilshire actually get right?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-wilshire-advisors-known-for"},{"@type":"ListItem","position":7,"name":"are prices in Santa Monica higher than everywhere else","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-does-a-financial-consultant-actually-cost-in-santa-monica"},{"@type":"ListItem","position":8,"name":"is there a rewards thing here","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-take-rewards-points-or-membership-pricing"},{"@type":"ListItem","position":9,"name":"parking at Wilshire, where does everyone put the car?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-there-parking-available-at-wilshire-advisors"},{"@type":"ListItem","position":10,"name":"do I need to book this firm or can I just turn up?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-accept-reservations"},{"@type":"ListItem","position":11,"name":"Whereabouts is this firm?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/where-is-wilshire-advisors-located"},{"@type":"ListItem","position":12,"name":"anyone tell me what a first meeting here involves","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-should-i-know-before-a-first-meeting-at-wilshire-advisors"},{"@type":"ListItem","position":13,"name":"Saturdays at Wilshire, are they open?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/is-wilshire-advisors-open-on-saturdays"},{"@type":"ListItem","position":14,"name":"Coffee near Wilshire on Ocean?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-is-around-wilshire-advisors-on-ocean"},{"@type":"ListItem","position":15,"name":"last update from here was when?","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/what-has-wilshire-advisors-been-posting-lately"},{"@type":"ListItem","position":16,"name":"walk ins, or is it booked solid","url":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca/q/does-wilshire-advisors-ever-have-last-minute-openings"}]},{"@type":"BreadcrumbList","@id":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://localairegistry.com/"},{"@type":"ListItem","position":2,"name":"California","item":"https://localairegistry.com/leaderboards/ca"},{"@type":"ListItem","position":3,"name":"Santa Monica","item":"https://localairegistry.com/leaderboards/ca/santa-monica"},{"@type":"ListItem","position":4,"name":"Financial consultants","item":"https://localairegistry.com/leaderboards/ca/santa-monica/financial-consultant"},{"@type":"ListItem","position":5,"name":"Wilshire Advisors","item":"https://localairegistry.com/biz/ca/santa-monica/wilshire-advisors-santa-monica-ca"}]}]}</script>
</head>
<body>
<main>
<article>
<header>
<p>Local AI Registry · Financial consultants in Santa Monica, CA · Editorial</p>
<h2>Wilshire Advisors, Santa Monica CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>Wilshire Advisors is a financial consultant in Santa Monica, CA. Its AI Score is 23 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial consultant</td></tr>
<tr><td>Address</td><td>1299 Ocean Ave #600, Santa Monica, CA 90401, USA</td></tr>
<tr><td>Hours</td><td>Mon to Fri 8 AM to 5 PM · Closed Sat to Sun</td></tr>
<tr><td>Phone</td><td>(310) 451-3051</td></tr>
<tr><td>Rating</td><td>4.7 across 3 reviews on Google</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>1299 Ocean Ave #600, Santa Monica, CA 90401, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries.</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>Wilshire Advisors</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(310) 451-3051</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Services</td><td>Service</td><td>2020 active management review</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>2020 fourth quarter market update</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>2021 first quarter market update</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>2021 second quarter market update</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Abr crisis alpha index sm</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Abr dynamic weight index sm</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Active management review</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Adv</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Alternative asset advisory</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Analytics</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Asset allocation</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Asset allocation overview video</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Brexit new beginnings</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Clients</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Climate change indexes methodology</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Commentary</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Compass content</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Contact form</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Erisa</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Esg</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Eusfdr</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Financial research</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Institutional investment consulting</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Institutional investors</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Investment</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Managed portfolios</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Market analysis</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Non market cap</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Parklexington</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Portfolio management</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Principal adverse sustainability impacts statement</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Product literature</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Request documents as printed copies</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Research insights</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Signature</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Sustainability impact analysis</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Wilshire private assets fund</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Links</td><td>Website</td><td>http://www.wilshire.com/</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<p>These are the 30 services Wilshire offers, with the price where we have one and where it came from.</p>
<table>
<thead><tr><th scope="col">Service</th><th scope="col">Price</th><th scope="col">Price mark</th><th scope="col">Price evidence</th><th scope="col">Service mark</th></tr></thead>
<tbody>
<tr><td>Active management review</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Adv</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Asset allocation overview video</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Non market cap</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Analytics</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Abr dynamic weight index sm</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Wilshire private assets fund</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>2021 second quarter market update</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Signature</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>2020 active management review</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Brexit new beginnings</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Clients</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Climate change indexes methodology</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Commentary</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Compass content</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Contact form</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Erisa</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Esg</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Eusfdr</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Institutional investors</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Investment</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Managed portfolios</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Parklexington</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Principal adverse sustainability impacts statement</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Product literature</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Request documents as printed copies</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Research insights</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Abr crisis alpha index sm</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>2020 fourth quarter market update</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>2021 first quarter market update</td><td></td><td></td><td></td><td>From their website</td></tr>
</tbody>
</table>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
</section>
<section id="ai-visiting-wilshire">
<h3>Visiting Wilshire</h3>
<p>Address: 1299 Ocean Ave #600, Santa Monica, CA 90401, USA. Phone: (310) 451-3051. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From Google Business Profile: "Welcome to Wilshire, a global investment firm dedicated to offering clients innovative solutions and support across traditional and alternative asset classes. With a legacy spanning over 40 years, we value our role as advisor to some of the most sophisticated institutional investors, financial advisors and intermediaries."</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>1299 Ocean Ave - Garage - Park ABM</td><td>Parking garage</td><td>1 min walk</td></tr>
<tr><td>120 Wilshire Blvd Parking Garage - ParkABM</td><td>Parking garage</td><td>2 min walk</td></tr>
<tr><td>Parking Structure 2</td><td>Parking garage</td><td>2 min walk</td></tr>
<tr><td>Flippin' Pizza International, LLC</td><td>Pizza restaurant</td><td>2 min walk</td></tr>
<tr><td>Flamingo Mobb</td><td>Tour agency</td><td>2 min walk</td></tr>
<tr><td>Tender Greens</td><td>Restaurant</td><td>2 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<p>4.7 average across 3 reviews: Google 3. (Confirmed, read August 3, 2026.)</p>
<p>Not enough review detail to summarise confidently. (AI guess, from 3 reviews.)</p>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>Finance options, anyone used them?</h4>
<h4>Wilshire or Morgan Stanley?</h4>
<h4>opening hours at Wilshire in Santa Monica, what are they these days?</h4>
<h4>cheaper than Wilshire in Santa Monica without it being sketchy?</h4>
<h4>best financial consultant in Santa Monica</h4>
<h4>what does Wilshire actually get right?</h4>
<h4>are prices in Santa Monica higher than everywhere else</h4>
<h4>is there a rewards thing here</h4>
<h4>parking at Wilshire, where does everyone put the car?</h4>
<h4>do I need to book this firm or can I just turn up?</h4>
<h4>Whereabouts is this firm?</h4>
<h4>anyone tell me what a first meeting here involves</h4>
<h4>Saturdays at Wilshire, are they open?</h4>
<h4>Coffee near Wilshire on Ocean?</h4>
<h4>last update from here was when?</h4>
<h4>walk ins, or is it booked solid</h4>
</section>
<section id="ai-score">
<h3>The AI Score: 23 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Financial consultants on the registry run 19 to 54. Fair starts at 45, good at 65. Wilshire scores 23. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">Wilshire</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>0</td><td>Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.</td><td>Poor</td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>40</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>0</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Poor</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>31</td><td>The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.</td><td>Poor</td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>61</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td>Fair</td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>90</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>62</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td>Fair</td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>42</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td>Poor</td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial consultant: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to Wilshire</th></tr></thead>
<tbody>
<tr><td>Wilshire Advisors</td><td>LocalBusiness</td><td>#business</td><td>http://www.wilshire.com/</td><td>Subject of this page</td></tr>
<tr><td>Santa Monica, California</td><td>City</td><td>#city</td><td></td><td>City Wilshire is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial consultants in Santa Monica, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial consultants in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-consultant</li>
<li>Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y (accessed Aug 3, 2026)</li>
<li>[2] wilshire.com, https://wilshire.com/solutions/wilshire-private-assets-fund (accessed Sep 18, 2026)</li>
<li>[3] wilshire.com, https://wilshire.com/resources-and-forms/2020-fourth-quarter-market-update (accessed Sep 18, 2026)</li>
<li>[4] wilshire.com, https://wilshire.com/resources-and-forms/2021-first-quarter-market-update (accessed Sep 18, 2026)</li>
<li>[5] wilshire.com, https://wilshire.com/resources-and-forms/2021-second-quarter-market-update (accessed Sep 18, 2026)</li>
<li>[6] wilshire.com, https://wilshire.com/resources-and-forms/abr-crisis-alpha-index-sm (accessed Sep 18, 2026)</li>
<li>[7] wilshire.com, https://wilshire.com/resources-and-forms/abr-dynamic-weight-index-sm (accessed Sep 18, 2026)</li>
<li>[8] wilshire.com, https://wilshire.com/resources-and-forms/active-management-review (accessed Sep 18, 2026)</li>
<li>[9] wilshire.com, https://wilshire.com/adv (accessed Sep 18, 2026)</li>
<li>[10] wilshire.com, https://wilshire.com/non-market-cap (accessed Sep 18, 2026)</li>
<li>[11] wilshire.com, https://wilshire.com/solutions/parklexington (accessed Sep 18, 2026)</li>
<li>[12] wilshire.com, https://wilshire.com/principal-adverse-sustainability-impacts-statement (accessed Sep 18, 2026)</li>
<li>[13] wilshire.com, https://wilshire.com/research-insights/product-literature (accessed Sep 18, 2026)</li>
<li>[14] wilshire.com, https://wilshire.com/request-documents-as-printed-copies (accessed Sep 18, 2026)</li>
<li>[15] wilshire.com, https://wilshire.com/research-insights (accessed Sep 18, 2026)</li>
<li>[16] wilshire.com, https://wilshire.com/signature (accessed Sep 18, 2026)</li>
<li>[17] wilshire.com, https://wilshire.com/resources-and-forms/2020-active-management-review (accessed Sep 18, 2026)</li>
<li>[18] wilshire.com, https://wilshire.com/solutions/analytics (accessed Sep 18, 2026)</li>
<li>[19] wilshire.com, https://wilshire.com/resources-and-forms/asset-allocation-overview-video (accessed Sep 18, 2026)</li>
<li>[20] wilshire.com, https://wilshire.com/resources-and-forms/brexit-new-beginnings (accessed Sep 18, 2026)</li>
<li>[21] wilshire.com, https://wilshire.com/clients (accessed Sep 18, 2026)</li>
<li>[22] wilshire.com, https://wilshire.com/resources-and-forms/climate-change-indexes-methodology (accessed Sep 18, 2026)</li>
<li>[23] wilshire.com, https://wilshire.com/research-insights/commentary (accessed Sep 18, 2026)</li>
<li>[24] wilshire.com, https://wilshire.com/compass-content (accessed Sep 18, 2026)</li>
<li>[25] wilshire.com, https://wilshire.com/contact-form (accessed Sep 18, 2026)</li>
<li>[26] wilshire.com, https://wilshire.com/erisa (accessed Sep 18, 2026)</li>
<li>[27] wilshire.com, https://wilshire.com/research-insights/esg (accessed Sep 18, 2026)</li>
<li>[28] wilshire.com, https://wilshire.com/eusfdr (accessed Sep 18, 2026)</li>
<li>[29] wilshire.com, https://wilshire.com/clients/institutional-investors (accessed Sep 18, 2026)</li>
<li>[30] wilshire.com, https://wilshire.com/solutions/investment (accessed Sep 18, 2026)</li>
<li>[31] wilshire.com, https://wilshire.com/managed-portfolios (accessed Sep 18, 2026)</li>
<li>[32] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)</li>
</ul>
</section>
</article>
</main>
</body>
</html>References
Change historyConfirmedVisitor submittedAI guessShow references (32)
This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.
- [1]VisitName, address, phone, hours and 2 other detailsGoogle Business Profile.Primary source · Accessed Aug 3, 2026 · https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y
- [2]ServicesWilshire private assets fundwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/solutions/wilshire-private-assets-fund
- [3]Services2020 fourth quarter market updatewilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/2020-fourth-quarter-market-update
- [4]Services2021 first quarter market updatewilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/2021-first-quarter-market-update
- [5]Services2021 second quarter market updatewilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/2021-second-quarter-market-update
- [6]ServicesAbr crisis alpha index smwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/abr-crisis-alpha-index-sm
- [7]ServicesAbr dynamic weight index smwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/abr-dynamic-weight-index-sm
- [8]ServicesActive management reviewwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/active-management-review
- [9]ServicesAdvwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/adv
- [10]ServicesNon market capwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/non-market-cap
- [11]ServicesParklexingtonwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/solutions/parklexington
- [12]ServicesPrincipal adverse sustainability impacts statementwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/principal-adverse-sustainability-impacts-statement
- [13]ServicesProduct literaturewilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/research-insights/product-literature
- [14]ServicesRequest documents as printed copieswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/request-documents-as-printed-copies
- [15]ServicesResearch insightswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/research-insights
- [16]ServicesSignaturewilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/signature
- [17]Services2020 active management reviewwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/2020-active-management-review
- [18]ServicesAnalyticswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/solutions/analytics
- [19]ServicesAsset allocation overview videowilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/asset-allocation-overview-video
- [20]ServicesBrexit new beginningswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/brexit-new-beginnings
- [21]ServicesClientswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/clients
- [22]ServicesClimate change indexes methodologywilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/resources-and-forms/climate-change-indexes-methodology
- [23]ServicesCommentarywilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/research-insights/commentary
- [24]ServicesCompass contentwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/compass-content
- [25]ServicesContact formwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/contact-form
- [26]ServicesErisawilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/erisa
- [27]ServicesEsgwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/research-insights/esg
- [28]ServicesEusfdrwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/eusfdr
- [29]ServicesInstitutional investorswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/clients/institutional-investors
- [30]ServicesInvestmentwilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/solutions/investment
- [31]ServicesManaged portfolioswilshire.com.Primary source · Accessed Sep 18, 2026 · https://wilshire.com/managed-portfolios
- [32]Services7 servicesAI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 3, 2026.AI engine output · Accessed Sep 18, 2026 · https://localairegistry.com/methodology