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World Investment Advisors

SEC-registered adviser since 2015Lincroft, NJCRD 208512

$71.6B
AUM
23,021
Clients
See fees
Fee
471
Advisory staff

From Form ADV filed 21 September 2026 · data retrieved 15 October 2026SEC record

World Investment Advisors is an investment adviser headquartered in Lincroft, New Jersey, and registered with the SEC since 2015. Its clients include pension and profit-sharing plans, high-net-worth individuals, and other individuals. High-net-worth individuals account for 8% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Wia Holdings, LLC owns 75% or more of World Investment Advisors.

Clients

World Investment Advisors serves 23,021 clients, 16,604 of them other individuals. The average client has about $3.1 million with the firm, and high-net-worth clients hold 8% of its $71.6 billion in assets.

Regulatory assets by client type
  • Individuals16,604 clients7%
  • High-net-worth individuals2,165 clients8%
  • Pension and profit-sharing plans3,742 clients78%
  • Charitable organizations238 clients5%
  • OtherBanking or thrift institutions, Pooled investment vehicles, State or municipal government entities, Corporations and other businesses2%
Show client breakdown
Individuals (other than HNW)
Clients
16,604
Regulatory AUM
$4,809,788,079
Share
6.7%
Avg. per client
$290K
High-net-worth individuals
Clients
2,165
Regulatory AUM
$5,733,632,371
Share
8.0%
Avg. per client
$2.65M
Banking or thrift institutions
Clients
Not reported
Regulatory AUM
$3,191,836
Share
0.0%
Avg. per client
—
Pooled investment vehicles
Clients
2
Regulatory AUM
$678,874,633
Share
0.9%
Avg. per client
$339.4M
Pension and profit-sharing plans
Clients
3,742
Regulatory AUM
$56,043,773,817
Share
78.2%
Avg. per client
$15.0M
Charitable organizations
Clients
238
Regulatory AUM
$3,598,606,332
Share
5.0%
Avg. per client
$15.1M
State or municipal government entities
Clients
61
Regulatory AUM
$346,747,519
Share
0.5%
Avg. per client
$5.68M
Corporations and other businesses
Clients
209
Regulatory AUM
$426,570,052
Share
0.6%
Avg. per client
$2.04M

Total

Clients
23,021
Regulatory AUM
$71,641,184,639
Share
100%
Avg. per client
$3.11M

What it does

World Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets, hourly charges and fixed fees.

World Investment Advisors provided financial planning to 101–250 clients last fiscal year and advises no private funds.

44.2% of assets ($31.70B across 32,863 accounts) are managed with discretion; $39.94B across 2,986 accounts are not. $505.7M sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 7 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks4%
  • Funds94%
  • Cash2%

Custodians

World Investment Advisors’ client accounts are held mainly at Fidelity, with 29% of managed assets, and Empower, with 15%. World Investment Advisors has custody of $1.39B for 4,494 clients.

Managed account assets by custodian
  • EmpowerEmpower Financial Services, Inc. · Greenwood Village, CO · $10.95B15%
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $21.08B29%
  • All other custodians$39.62B55%

Ownership and leadership

Wia Holdings, LLC owns 75% or more of World Investment Advisors.

Who owns the firm
World Investment Advisors, LLC· the adviser

  • Wia Holdings, LLC

    Control person · since May 2022

    Owns 75% or more of World Investment Advisors, LLC

Leadership

  • Edward Walters
    President
  • Michael Woods
    Executive Vice President
  • Jennifer Tanck
    EVP/Chief Operating Officer
  • Jonathan Curley
    Chief Compliance Officer
  • Katherine Mach
    VP, RIA Operations

Staff

  • 615 employees
  • 471 in advisory functions
  • 249 state-registered reps
  • 205 broker-dealer reps
  • 94 insurance agents
  • 7 soliciting firms

Reported holdings

World Investment Advisors’ reported 13F holdings total $6.04B across 1,523 positions, and the ten largest make up 16.6% of it.

$6.04B
Reported 13F value
1,523
Positions
16.6%
In the 10 largest
−2.6%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Apple Inc.3.3%
  2. Vanguard Index Fds · S&P 500 ETF Shs2.4%
  3. Microsoft Corp.1.6%
  4. Vanguard BD Index Fds · Short Trm Bond1.5%
  5. SPDR Series Trust · ST Str P500etf1.5%
  6. iShares TR · Core S&P500 ETF1.4%
  7. Alphabet Inc. · Cap Stk CL A1.3%
  8. Nvidia Corporation1.2%
  9. Amazon Com Inc.1.2%
  10. JPMORGAN Chase & CO1.2%

Together, the ten largest are 16.6% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $6.04B is not its $71.64B in regulatory assets and does not represent any individual client's portfolio.

Fees

World Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

World Investment Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, World Investment Advisors has 124 offices, with 26 listed addresses across 17 states.

Listed office addresses by state

New Jersey · 2 listed addresses

  • 437 Newman Springs Road, LincroftHQ
  • 847 Broadway, Bayonne

Other business names

World Investment Advisors has reported 142 other business names to the SEC.

  • Aias Retirement
  • Aj Future Financial Planners, Inc.
  • Ark Financial Solutions, LLC
  • Ashka & Associates
  • Assure Financial Services
  • Assured Partners Colorado
  • Assuredpartners
  • Assuredpartners Northeast
  • Axios Advisory Group, LTD.
  • BD Financial Services
  • Benefitmark
  • Berry, Verduin & Koch LLC
  • Bipin Patel Financial Services
  • Boston Harbor Wealth Advisors, LLC
  • Briamonte Wealth Management
  • California Corporate Benefits Insurance Services
  • California Corporate Retirement Services
  • Campania Wealth Management
  • Campanile & Associates
  • Casazza and Ur Cpas
  • Chaitanya S. Patel Inc
  • Clearview 401(k) Consultants
  • Compass Corporate Retirement Solutions
  • Cota ST. Investment Management
  • Cota Street Asset Management
  • Cota Street Investment Management
  • Creative Financial Management
  • DCS Pensionmark Retirement Group
  • Ecm Group, LLC
  • Ed Hulse Financial Consulting
  • Endeavor Risk Advisors
  • Epic Life Wealth Management
  • Experiential Wealth
  • FFP Wealth Management
  • FPN Strategic Wealth Management, Inc.
  • Fiduciary Retirement Advisory Group, LLC
  • Fiduciary Wealth Management
  • Financial Design & Management, Inc.
  • Financial Independence Advisors
  • Financial Planning Concepts of America (fpca), Inc
  • Financial Potential Wealth Management
  • Financial Solutions, LLC
  • Franklin Wealth Services
  • Freeman & Vannauker
  • GPS Financial Management Incorporated
  • Gandolfi Financial Services
  • Harmony Point Wealth Advisors
  • Hci Financial Services, LLC
  • Healey & Associates, Inc.
  • Holtman Financial Services, Inc.
  • Hoover & Ruther Financial Services
  • Horizon 2k Financial Planning
  • Integrity Tax and Financial
  • JWR Financial Services
  • Kolinsky Wealth Management, LLC
  • Lachowicz & Company, LLC
  • Leonard Zimmerman, CPA
  • Libertas Financial Group
  • Logan & Logan, Cpas
  • M Employee Benefits
Show all 142 names
  • MHK Financial
  • Margaret Wierzbicki CPA, CFP
  • Mas Strategic Wealth Management
  • Max Bussel & Co. Financial Group
  • Mbi Investment Advisors
  • Mbi Wealth Management
  • McAfee Wealth Advisory
  • Meridien Benefits, Inc.
  • Meridien Pensionmark
  • My Personal Financial Advisor
  • NL Financial Services
  • Nabti Financial
  • Nardi & Sharma LLC
  • New England Wealth Advisors
  • New Horizons Wealth Management, LLC
  • New Level Investment Strategies
  • Norman Schneider, CPA
  • Novawealth
  • PFG Investment Advisors
  • PTC & Associates Financial Services
  • PTG Wealth Advisors
  • Patterson, Turner & Associates, LLC
  • Peggy Logan, CPA
  • Pension Insight
  • Pensionmark Financial Advisors
  • Pensionmark Financial Group, LLC
  • Pensionmark Investment Advisors
  • Pensionmark Meridien
  • Pensionmark Retirement Advisors
  • Pensionmark Retirement Group
  • Pensionmark Wealth Advisors
  • Pensionmark Wealth Management
  • Point Vantage Financial Services, LLC
  • Professional Financial Services, LTD
  • Quantum Financial Consultants
  • RSW Financial Consulting
  • Rapka & Rapka CPA'S
  • Ravani Retirement & Wealth Solutions
  • Reborn Financial Services
  • Redstone Advisors, LLC
  • Redwood Financial, LLC
  • Retire Coastal Carolina
  • SWM Advisors
  • SWM Private Client Advisors
  • Salvatore Ceravolo CPA
  • Schuler Associates
  • Sequoia Consulting Group
  • Shepard & Walton Employee Benefits
  • Smith & Smith Public Accountants, LLC
  • Sourjohn-Kim Retirement Solutions
  • Strategic Asset Management
  • Sunrise Financial Planning
  • Synergy Financial Services
  • T(K)G Pensionmark
  • TCG Wealth Management
  • TCG Wealth Management, the Cerato Group
  • TFS Wealth Management
  • TFT Financial & Estate Services
  • The Cerato Group
  • The Standard Private Wealth, LLC
  • Today for Tomorrow, Inc.
  • Total Wealth Management
  • Tower Rock Advisors
  • Twentyfour Investments
  • Virgilio Wealth Management
  • WD Pensionmark
  • Washco Financial
  • Wealth Advisory Group
  • Wealth Bridge Advisory Services
  • Wealthpath Investment Advisors, LLC
  • Wedco Financial Services
  • World Advisors
  • World Advisory Services
  • World Investment
  • World Investment Advisors
  • World Investment Advisors - Bay Area
  • World Investment Advisory Services
  • World Investments
  • World Private Client Group
  • ZWC Asset Management
  • Zimmerman Financial, LLC
  • Zosh Williams Costa Asset Management Group

Registration details

Legal name
World Investment Advisors, LLC
Headquarters
437 Newman Springs Road, Lincroft, NJ 07738
Phone
800-833-1862
Website
Not reported
SEC file
801-96193
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does World Investment Advisors have?

World Investment Advisors has 23,021 clients and manages $71.6 billion for them, as of September 2026. They include 16,604 other individuals, 3,742 pension and profit-sharing plans and 2,165 high-net-worth individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026

What services does World Investment Advisors offer?

World Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does World Investment Advisors use?

World Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $21,079,310,778 and Empower Financial Services, Inc. (Greenwood Village, CO), with $10,945,922,636. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026

How many financial advisors does World Investment Advisors have?

World Investment Advisors has 249 investment adviser representatives registered with state securities authorities, out of 615 employees, and 471 perform investment advisory functions. 205 are registered representatives of a broker-dealer and 94 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does World Investment Advisors invest in?

At the end of its last fiscal year, World Investment Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns World Investment Advisors?

World Investment Advisors is owned through a chain of holding companies by CB World Management, LLC. Its direct owner is Wia Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026

How does World Investment Advisors get paid?

World Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 21 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 208512.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with World Investment Advisors, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.