Marsh to acquire Wilshire

Marsh is planning to acquire Wilshire Associates , an investment consulting, solutions and analytics firm, expanding its investments business into the advisor-led wealth market. Financial terms were not disclosed.

Founded in 1972, Wilshire manages $221 billion in assets and advises on $1.6 trillion, including assets under management, as of June 30, 2026. It serves institutional investors and financial intermediaries across wealth and retirement markets.

The acquisition adds capabilities in alternative investments, model portfolios, indexes, data and analytics, while strengthening Marsh’s services for public and private retirement plans, endowments and foundations.

Wilshire employees across the United States, Europe and Asia will join Marsh when the transaction closes, which is expected in the first quarter of 2027, subject to regulatory approvals, client consents and customary closing conditions.