World Investment Advisors, LLC

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Total assets under management

$56,284,395,644

Total clients

13,404

13% high-net worth

Total advisors

156

of 413 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$4,199,075

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

World Investment Advisors, LLC

24 E. Cota Street, Suite 200

Santa Barbara CA 93101, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 888-201-5488

Advisors at this firm

Ryne F

Series 65

Bakersfield, CA

World Investment Advisors, LLC

Anthony B

Series 63, Series 65, Series 66

Eden Prairie, MN

World Investment Advisors, LLC

Jason C

Series 63, Series 65

Katy, TX

World Investment Advisors, LLC

Andrew D

Series 63, Series 65

Berwyn, PA

World Investment Advisors, LLC

Tom H

Series 63, Series 65

Corona, CA

World Investment Advisors, LLC

Anthony B

Series 65, Series 66

Houston, TX

World Investment Advisors, LLC

Stephen W

Series 63, Series 65

Madison, NJ

World Investment Advisors, LLC

Christopher B

Series 63, Series 65

Columbus, OH

World Investment Advisors, LLC

Colleen L

Series 63, Series 65

Harleysville, PA

World Investment Advisors, LLC

James H

Series 63, Series 65

Laguna Niguel, CA

World Investment Advisors, LLC

Walter S

Series 66

Garden Ridge, TX

World Investment Advisors, LLC

Christopher S

Series 63, Series 65

Colorado Springs, CO

World Investment Advisors, LLC

Leslie D

Series 66

Santa Barbara, CA

World Investment Advisors, LLC

Mark D

CFA®, Series 66

Santa Barbara, CA

World Investment Advisors, LLC

Barry T

Series 63, Series 65, Series 66

Tarpon Springs, FL

World Investment Advisors, LLC

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Call (201) 292-4557

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