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WORLD INVESTMENT ADVISORS, LLC

LINCROFT, NJ · CRD 208512 · IAPD ↗ · 800-833-1862

$71.64BRegulatory AUM
471Advisory reps
615Employees
7Clients
101-250Planning clients
0Private funds
52States
31Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — WORLD INVESTMENT ADVISORS, LLC moved its main office from SANTA BARBARA, CA to LINCROFT, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — WORLD INVESTMENT ADVISORS, LLC added office(s): 73 -> 124 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — WORLD INVESTMENT ADVISORS, LLC reported RAUM up 27% ($56.28B -> $71.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2026 — WORLD INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — WORLD INVESTMENT ADVISORS, LLC grew from 156 to 471 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2025 — WORLD INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 23 (8 -> 31).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — WORLD INVESTMENT ADVISORS, LLC shrank from 166 to 156 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — WORLD INVESTMENT ADVISORS, LLC added office(s): 59 -> 73 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — WORLD INVESTMENT ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2025 — WORLD INVESTMENT ADVISORS, LLC reported RAUM up 49% ($37.76B -> $56.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
September 2024 — WORLD INVESTMENT ADVISORS, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2024 — WORLD INVESTMENT ADVISORS, LLC now reports custody of client assets ($1.04B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
August 2024 — PENSIONMARK FINANCIAL GROUP, LLC is now doing business as WORLD INVESTMENT ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2024 — PENSIONMARK FINANCIAL GROUP, LLC's Item 11 disclosure-reporting entries rose by 6 (2 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
68
April 2024 — PENSIONMARK FINANCIAL GROUP, LLC reported RAUM up 42% ($26.62B -> $37.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — PENSIONMARK FINANCIAL GROUP, LLC grew from 130 to 166 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.