Asset manager · Lincroft, NJ
World Investment Advisors, LLC
SEC-registered investment adviser · CRD 208512 · SEC 801-96193
At a glance
World Investment Advisors, LLC is an SEC-registered investment adviser based in Lincroft, New Jersey, with $71.6 billion in regulatory assets under management as of its Form ADV filed September 21, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 18,769 individual clients. By Form ADV it is a asset manager, ranked 168th of 3,218 asset managers and 340th of 17,210 SEC-registered advisers by assets.
Main office 800-833-1862worldadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $72B
- Rank among asset managers
- #168 of 3,218
- Rank among all SEC RIAs
- #340 of 17,210
- Rank in New Jersey
- #11 of 392
- Individual clients
- 18,769
- High-net-worth clients
- 2,165
- Accounts
- 35,849
- Discretionary
- 44% of AUM
- Employees
- 615
- Advisory staff
- 471
- Offices
- 125
Owners and executives on its Form ADV
- Michael S. WoodsExecutive Vice President
- Jennifer A TanckEvp/chief Operating Officer
- Katherine MachVP, RIA Operations
- Jonathan E CurleyChief Compliance Officer
- Edward N. WaltersPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
World Investment Advisors, LLC is a hybrid RIA: 205 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Goldman Sachs & Co. LLC and World Investments, LLC.
- Goldman Sachs & Co. LLC ↗CRD 361
- World Investments, LLC ↗CRD 20626
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names World Investments as the broker-dealer its advisers are registered with.
record” in their capacity as a Registered Representative of WIA’s affiliated broker/dealer, World Investments , LLC (“ WI”), for the purpose of capturing product revenue to reduce (or offset) investment advisory fees for the Plan Client .
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 3,742 | $56B | 78% |
| High-net-worth individuals | 2,165 | $5.7B | 8% |
| Individuals | 16,604 | $4.8B | 7% |
| Charitable organizations | 238 | $3.6B | 5% |
| Pooled investment vehicles | 2 | $679M | <1% |
| Corporations or other businesses | 209 | $427M | <1% |
| State or municipal government entities | 61 | $347M | <1% |
| Banking or thrift institutions | – | $3M | <1% |
Disciplinary disclosures
World Investment Advisors, LLC answers yes to 31 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗worldadvisors.com ↗
AtlasMembers
The full record on World Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 273 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 9Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does World Investment Advisors, LLC manage?
World Investment Advisors, LLC reports $71.6 billion in regulatory assets under management across 35,849 accounts, 44% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
What kind of firm is World Investment Advisors, LLC?
World Investment Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are World Investment Advisors, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($56.0 billion, 3,742 clients); high-net-worth individuals ($5.7 billion, 2,165 clients); individuals ($4.8 billion, 16,604 clients).
Does World Investment Advisors, LLC have any disciplinary history?
World Investment Advisors, LLC answers yes to 31 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is World Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →