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WORLD INVESTMENT ADVISORS, LLC
CRD 208512 · SEC 801-96193
437 NEWMAN SPRINGS ROAD, LINCROFT, NJ, 07738, United States
Phone
800-833-1862
Fax
732-576-4530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.64B
Discretionary AUM
$31.70B
Team
615 total employees; 471 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16604 | $4.81B |
| High net worth individuals | 2165 | $5.73B |
| Pooled investment vehicles | 2 | $678.9M |
| Pension/profit sharing plans | 3742 | $56.04B |
| Charitable organizations | 238 | $3.60B |
| State/municipal entities | 61 | $346.7M |
| Corporations/business entities | 209 | $426.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://x.com/PensionmarkM
- HTTPS://WWW.FSPLANNERS.COM
- HTTPS://WWW.FACEBOOK.COM/YOURFINANCIALPOTENTIAL
- https://www.linkedin.com/company/benefitmark/
- https://www.linkedin.com/company/worldinvestmentadvisors-nashville/
- https://www.linkedin.com/company/meridien-benefits-inc-/
- https://www.linkedin.com/company/world-investment-advisors/posts/?feedView=all
- https://www.facebook.com/WorldAdvisorsWoodlands/
- HTTPS://WWW.FACEBOOK.COM/WEALTHPATHINVESTMENTADVISORS/
- https://www.youtube.com/user/Pensionmark
- https://www.zwcassetmanagement.com/
- https://www.ptgwealthadvisors.com/
- https://fi-advisors.com/
- HTTP://WEALTHPATH.NET
- HTTP://ASSUREDPARTNERSCOLORADO.COM
- HTTPS://TWITTER.COM/PENSIONMARKINDV
- https://www.facebook.com/search/top?q=world%20advisors%20nashville
- https://www.facebook.com/search/top/?q=retire%20coastal%20carolina
- https://www.facebook.com/search/top/?q=Texas%20Insurance%20benefits%20Inc
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CHAO-&-COMPANY-LTD./
- HTTPS://TWITTER.COM/PHILIP_S_CHAO
- HTTPS://WWW.LINKEDIN.COM/COMPANY/REDSTONE-ADVISORS-LLC/
- https://www.facebook.com/search/top?q=boston%20harbor%2Fleeann%20fatalo
- https://www.youtube.com/@assuredpartners1418
- HTTPS://CCRS.BIZ
- HTTPS://TWITTER.COM/MARYMFRANCISCO
- https://www.facebook.com/search/top?q=pensionmark%20meridian
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTHPATH-INVESTMENT-ADVISORS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/COMPASS-CORPORATE-RETIREMENT-SOLUTIONS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ASSUREDPARTNERS-COLORADO/
- HTTPS://WWW.FACEBOOK.COM/PENSIONMARK/
- https://www.facebook.com/profile.php?id=100040630877838#
- HTTPS://YOURFINANCIALPOTENTIAL.COM
- https://www.worldadvisors-thewoodlands.com/
- https://pensionmarkmeridien.com/
- https://www.libertasfg.com/
- https://www.freemanvannauker.com/
- https://www.linkedin.com/company/fsplanners
- https://www.tcgwealthmanagement.com/
- https://www.anewlevel.net/
- https://www.ivanhorn.com/
- https://www.mypersonalfinancialplanner.com/
- https://www.dcspensionmark.com/
- https://www.sourjohnkim.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PENSIONMARK-RETIREMENT-GROUP/
- https://www.retirecoastalcarolina.com/
- https://www.facebook.com/FinancialSolutionsInvestments
- https://www.facebook.com/people/New-Level-Investment-Strategies/100040630877838/#
- HTTP://REDSTONEADVISORSLLC.COM
- https://www.twentyfourinvestments.com/
- https://www.youtube.com/@experientialwealth
- https://bostonharborwealth.com/
- HTTP://EXPERIENTIALWEALTH.COM
- https://www.facebook.com/search/top/?q=redstone%20advisors
- https://x.com/JoeStack
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCA-HJ2GBJTZMQMLTLO-MP5G
- HTTPS://TWITTER.COM/JOESTACKCFP
- HTTP://COTAST.COM
- https://worldadvisors.com/
- https://www.facebook.com/search/top/?q=Pensionmark%20Colorado
Official SEC filing: View on IAPD