# 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

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F1.png)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmse08zqb01fiyeycpz5azdgi%2F4.jpg)


## 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)