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WORLD INVESTMENT ADVISORS, LLC
CRD 208512File 801-96193
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$71.64B
Top 10% of cohort (national)
Discretionary AUM
$31.70B
Non-discretionary $39.94B
Clients
23,021
35,849 accounts
Employees
615
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 6, 2015
- Principal office
- 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ, 07738
- Phone
- 800-833-1862
- Website
- https://worldadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $71.64B
- Discretionary AUM
- $31.70B
- Non-discretionary AUM
- $39.94B
- Discretionary accounts
- 32,863
- Non-discretionary accounts
- 2,986
- Total accounts
- 35,849
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 209 | $426.6M |
| Charitable organizations | 238 | $3.60B |
| High net worth individuals | 2,165 | $5.73B |
| Pooled investment vehicles | 2 | $678.9M |
| Banking or thrift institutions | Fewer than 5 | $3.2M |
| Pension and profit sharing plans | 3,742 | $56.04B |
| State or municipal government entities | 61 | $346.7M |
| Individuals (other than high net worth individuals) | 16,604 | $4.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 413 | 615 | increased by202 |
| Apr 1, 2026 | Clients | 17,488 | 23,021 | increased by5,533 |
| Apr 1, 2026 | AUM | $56,284,395,644 | $71,641,184,639 | increased by$15,356,788,995 |
| Apr 1, 2026 | Accounts | 25,897 | 35,849 | increased by9,952 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 228 | 413 | increased by185 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,270 | 17,488 | increased by12,218 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,145,091,688 | $56,284,395,644 | increased by$29,139,303,956 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,389 | 25,897 | increased by19,508 |
| Apr 1, 2022 | Employees | 216 | 228 | increased by12 |
| Apr 1, 2022 | Clients | 4,195 | 5,270 | increased by1,075 |
| Apr 1, 2022 | AUM | $24,241,183,956 | $27,145,091,688 | increased by$2,903,907,732 |
| Apr 1, 2022 | Accounts | 5,778 | 6,389 | increased by611 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WORLD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WORLD INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.