Wilshire, a Global Investment Consulting, Solutions, and Analytics Firm, to Be Acquired by Marsh

Marsh has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm, in a deal that extends the brokerage giant’s push into the advisor-led wealth segment and deepens its capabilities in alternatives and institutional asset management. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and client consents. Financial terms were not disclosed.

The acquisition adds a firm with $221 billion in assets under management and $1.6 trillion in assets under advisement as of June 30 to Marsh’s investments business.

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