World Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincroft, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $71.6B in regulatory assets under management, 615 employees, 124 offices, and 35,849 accounts.
Assets Under Management
$71.6B
Employees
615
Offices
124 offices
Total Clients
23,021
Primary office
LINCROFT, NJ
437 NEWMAN SPRINGS ROAD, LINCROFT, NJ, United States
Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
16,604
2
Pension Plans
16.3%
3,742
3
HNWI
9.4%
2,165
4
Charitable
1.0%
238
5
Corporations
0.9%
209
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$71.6Bas of March 31, 2026
Discretionary44.2%
$31.7B
44% of total RAUM44.2%
Non-discretionary55.8%
$39.9B
56% of total RAUM55.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$71.6B
Total Accounts35,849
10Y AUM Change+$61.7B (+617.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees615
Clients per Employee37:1
10Y Employee Change+462 (+302.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.