Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

World Investment Advisors, LLC financial advisors in New Berlin, WI

Every SEC-registered investment adviser representative at a World Investment Advisors, LLC office in New Berlin, A to Z.

The short answer

3 registered advisors work at World Investment Advisors, LLC in New Berlin, out of 322 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

World Investment Advisors, LLC advisors in New Berlin, A to Z

Every World Investment Advisors, LLC advisor →

World Investment Advisors, LLC advisors in every city and state →World Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

World Investment Advisors, LLC advisors in other cities

Lincroft, NJ 59Westborough, MA 10Columbus, OH 9Bayonne, NJ 7Berwyn, PA 6Garden Ridge, TX 6New York, NY 6Ramsey, NJ 6Tempe, AZ 6San Ramon, CA 5Austin, TX 4Burlington, VT 4Denver, CO 4Rogers, AR 4Vienna, VA 4

Other firms in New Berlin

All New Berlin advisors →

Edward Jones 5Encompass More Asset Management LLC 4J.P. Morgan Securities LLC 3LPL Financial LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does World Investment Advisors, LLC have in New Berlin?

3 investment adviser representatives are registered at World Investment Advisors, LLC offices in New Berlin, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 322 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is World Investment Advisors, LLC one of the largest advisor employers in New Berlin?

World Investment Advisors, LLC ranks number 6 in New Berlin by registered advisors; Edward Jones has the most, with 5.

How do I check a World Investment Advisors, LLC advisor in New Berlin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the World Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.