Wilshire Advisors LLC

Investment Advisor
in Santa Monica, CA

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About this Advisor

Ashley Smith-Roos is a financial advisor who works out of Santa Monica, California, with a total of 3 years of industry experience. Smith-Roos is on the advisory team at Wilshire Advisors LLC. During their career, Smith-Roos has held roles at Luxe Salon, Churchill Management Group, Advanced Regulatory Compliance, LLC and M Squared Advisory Group, LLC. Smith-Roos holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. Wilshire Advisors LLC is a financial advisory firm based in Santa Monica, CA. The investment advisory business has offices in six locations and a total of 273 people on staff. It administers $96 billion in assets between its 591,801 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. The advisory firm offers a number of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the type of services provided. Fees charged by Wilshire Advisors LLC likely include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085

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Wilshire Advisors LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ashley Smith-Roos Work History

Ashley has been registered as a financial advisor for 3 years.*

2019 - 2019 (< 1 year)

M Squared Advisory Group, LLC

2018 - 2020 (2 years)

Advanced Regulatory Compliance, LLC

2016 - 2018 (2 years)

Churchill Management Group

2013 - 2016 (3 years)

Luxe Salon

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Ashley Smith-Roos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wilshire Advisors LLC

Ashley Smith-Roos
Santa Monica, CA
Suehyun Kim
Santa Monica, CA
Bendukai Bouey
Santa Monica, CA
Cian Desmond
Santa Monica, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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