Wealth Manager
    SEC Registered
    Manages Private Funds

    World Investment Advisors, LLC

    Registered investment advisor · Lincroft, New Jersey · CRD #208512

    Assets Under Management
    $71.6B
    Client Accounts
    35,849
    Employees
    615
    CRD Number
    208512
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Empower Financial Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About World Investment Advisors, LLC

    World Investment Advisors, LLC is a registered investment adviser and a network of independent financial advisors. The firm specializes in wealth management, retirement plan consulting, and related financial services, operating in over 100 locations across the U.S. With more than 630 advisors and staff, it manages over $72.7 billion in assets, including $56.2 billion in regulatory assets under management. Founded in March 2015, World Investment Advisors supports independent advisors by providin

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for World Investment Advisors, LLC

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    Frequently Asked Questions

    What is World Investment Advisors, LLC's AUM?

    World Investment Advisors, LLC reports approximately $71.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is World Investment Advisors, LLC headquartered?

    World Investment Advisors, LLC is headquartered in Lincroft, New Jersey.

    What is World Investment Advisors, LLC's CRD number?

    World Investment Advisors, LLC's CRD number is 208512. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does World Investment Advisors, LLC manage?

    World Investment Advisors, LLC manages approximately 35,849 client accounts according to its latest SEC filing.

    Is World Investment Advisors, LLC SEC registered?

    Yes, World Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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