Investment adviser · CRD 208512

WORLD INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

LINCROFT, NJ, United States · Form ADV filed Sep 21, 2026

Regulatory AUM: $71.6B
Client accounts: 35,849
Employees: 615
Advisory professionals: 471

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	3,742	$56,043,773,817	78.2%
High-net-worth individuals	2,165	$5,733,632,371	8.0%
Individuals	16,604	$4,809,788,079	6.7%
Charities	238	$3,598,606,332	5.0%
Pooled investment vehicles	2	$678,874,633	0.9%
Corporations & businesses	209	$426,570,052	0.6%
Government entities	61	$346,747,519	0.5%
Banks & thrifts	Fewer than 5	$3,191,836	0.0%

Filing source

Form ADV 2133819 · Sep 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

437 NEWMAN SPRINGS ROAD
LINCROFT, NJ, 07738, United States

CRD 208512

Filing source

Form ADV 2133819 · Sep 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.