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WORLD ADVISORY SERVICES

LINCROFT, NJ · CRD 20626 · IAPD ↗ · buyholdplus.com, http · 732-758-9300

$1.73BRegulatory AUM
118Advisory reps
217Employees
22Clients
More than 500Planning clients
0Private funds
51States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — WORLD ADVISORY SERVICES (LINCROFT, NJ) left the SEC roster (was $1.73B RAUM, 118 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2025 — WORLD ADVISORY SERVICES filed an Item 4A succession naming WORLD ADVISORY SERVICES (CRD 20626) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
April 2025 — WORLD ADVISORY SERVICES added office(s): 94 -> 96 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — WORLD ADVISORY SERVICES reported RAUM up 32% ($1.32B -> $1.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
July 2024 — TFS ADVISORY SERVICES is now doing business as WORLD ADVISORY SERVICES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
April 2024 — TFS ADVISORY SERVICES grew from 110 to 115 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.