WORLD INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$71.6B

Discretionary

$31.7B

44% of AUM

Avg account

$2M

Accounts

35,849

Employees

615

Advisory reps

362

Firm details

Headquarters: LINCROFT, New Jersey
CRD number: 208512
Registered since: May 6, 2015
Website: worldadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans78.23%
HNWI8%
Individuals6.71%
Charitable Organizations5.02%
Pooled Investment Vehicles0.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

World Investment Advisors, LLC is an SEC-registered independent broker-dealer organized as an LLC and active since 2015. The firm serves both individual/family and institutional clients and offers a broad advisory menu that includes financial planning, portfolio management across individuals, businesses and pooled vehicles, selection of sub-advisers, publication of client-facing periodicals, and educational workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator to proprietary strategies; instead it relies on third-party managers and public funds for core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds94%
Exchange Traded Equities4%
Cash & Cash Equivalents2%

Owners & executives

3 of 15

MICHAEL WOODS
Chief Growth OfficerCRD 2453768
JONATHAN CURLEY
Global Chief Compliance OfficerCRD 827148
Gerald Costa
Chief Operating OfficerCRD 4960694

Unlock 12 more executives →

Contacts

3 of 347

DEREK HOLT
Director of Wealth Management and PlanningCRD 7893502
JEFFREY SEYMOUR
Registered RepresentativeCRD 2255321
Adam Rehim
Senior AssociateCRD 6859901

Unlock 344 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 933

Active vs passive

$3.9B in ETFs

Passive

74%

$2.9B

Active

19%

$1B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$143M	239,969	3.64%

Unlock additional holdings →

Primary office

LINCROFT, NJ

MONMOUTH

Location

LINCROFT, NJ

Headquartered in LINCROFT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: MONMOUTH
Address: 437 Newman Springs Rd
Time zone: ET (UTC-5)
Office locations

Similar firms

PATHSTONE

ENGLEWOOD, NJ

AUM $110BTEAM 704REPS 187

PGIM Quantitative Solutions LLC

NEWARK, NJ

AUM $111BTEAM 147REPS 7

CONCORD ADVISORY GROUP LTD

PRINCETON, NJ

AUM $46.2BTEAM 34REPS 3

PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ

AUM $44.3BTEAM 674REPS 761

FRANKLIN MUTUAL ADVISERS, LLC

SHORT HILLS, NJ

AUM $42.6BTEAM 52REPS 4

COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC

JERSEY CITY, NJ

AUM $121BTEAM 419REPS 5

More RIAs in LINCROFT →All New Jersey RIAs →