World Investment Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$71,641,184,639 as of October 2026, filing dated September 21, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops

Also doing business as

AIAS RETIREMENT, AJ FUTURE FINANCIAL PLANNERS, INC., ARK FINANCIAL SOLUTIONS, LLC, ASHKA & ASSOCIATES, ASSURE FINANCIAL SERVICES, ASSURED PARTNERS COLORADO, ASSUREDPARTNERS, ASSUREDPARTNERS NORTHEAST, AXIOS ADVISORY GROUP, LTD., BD FINANCIAL SERVICES, BENEFITMARK, BERRY, VERDUIN & KOCH LLC, BIPIN PATEL FINANCIAL SERVICES, BOSTON HARBOR WEALTH ADVISORS, LLC, BRIAMONTE WEALTH MANAGEMENT, CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES, CALIFORNIA CORPORATE RETIREMENT SERVICES, CAMPANIA WEALTH MANAGEMENT, CAMPANILE & ASSOCIATES, CASAZZA AND UR CPAS, CHAITANYA S. PATEL INC, CLEARVIEW 401(K) CONSULTANTS, COMPASS CORPORATE RETIREMENT SOLUTIONS, COTA ST. INVESTMENT MANAGEMENT, COTA STREET ASSET MANAGEMENT, COTA STREET INVESTMENT MANAGEMENT, CREATIVE FINANCIAL MANAGEMENT, DCS PENSIONMARK RETIREMENT GROUP, ECM GROUP, LLC, ED HULSE FINANCIAL CONSULTING, ENDEAVOR RISK ADVISORS, EPIC LIFE WEALTH MANAGEMENT, EXPERIENTIAL WEALTH, FFP WEALTH MANAGEMENT, FIDUCIARY RETIREMENT ADVISORY GROUP, LLC, FIDUCIARY WEALTH MANAGEMENT, FINANCIAL DESIGN & MANAGEMENT, INC., FINANCIAL INDEPENDENCE ADVISORS, FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC, FINANCIAL POTENTIAL WEALTH MANAGEMENT, FINANCIAL SOLUTIONS, LLC, FPN STRATEGIC WEALTH MANAGEMENT, INC., FRANKLIN WEALTH SERVICES, FREEMAN & VANNAUKER, GANDOLFI FINANCIAL SERVICES, GPS FINANCIAL MANAGEMENT INCORPORATED, HARMONY POINT WEALTH ADVISORS, HCI FINANCIAL SERVICES, LLC, HEALEY & ASSOCIATES, INC., HOLTMAN FINANCIAL SERVICES, INC., HOOVER & RUTHER FINANCIAL SERVICES, HORIZON 2K FINANCIAL PLANNING, INTEGRITY TAX AND FINANCIAL, JWR FINANCIAL SERVICES, KOLINSKY WEALTH MANAGEMENT, LLC, LACHOWICZ & COMPANY, LLC, LEONARD ZIMMERMAN, CPA, LIBERTAS FINANCIAL GROUP, LOGAN & LOGAN, CPAS, M EMPLOYEE BENEFITS, MARGARET WIERZBICKI CPA, CFP, MAS STRATEGIC WEALTH MANAGEMENT, MAX BUSSEL & CO. FINANCIAL GROUP, MBI INVESTMENT ADVISORS, MBI WEALTH MANAGEMENT, MCAFEE WEALTH ADVISORY, MERIDIEN BENEFITS, INC., MERIDIEN PENSIONMARK, MHK FINANCIAL, MY PERSONAL FINANCIAL ADVISOR, NABTI FINANCIAL, NARDI & SHARMA LLC, NEW ENGLAND WEALTH ADVISORS, NEW HORIZONS WEALTH MANAGEMENT, LLC, NEW LEVEL INVESTMENT STRATEGIES, NL FINANCIAL SERVICES, NORMAN SCHNEIDER, CPA, NOVAWEALTH, PATTERSON, TURNER & ASSOCIATES, LLC, PEGGY LOGAN, CPA, PENSION INSIGHT, PENSIONMARK FINANCIAL ADVISORS, PENSIONMARK FINANCIAL GROUP, LLC, PENSIONMARK INVESTMENT ADVISORS, PENSIONMARK MERIDIEN, PENSIONMARK RETIREMENT ADVISORS, PENSIONMARK RETIREMENT GROUP, PENSIONMARK WEALTH ADVISORS, PENSIONMARK WEALTH MANAGEMENT, PFG INVESTMENT ADVISORS, POINT VANTAGE FINANCIAL SERVICES, LLC, PROFESSIONAL FINANCIAL SERVICES, LTD, PTC & ASSOCIATES FINANCIAL SERVICES, PTG WEALTH ADVISORS, QUANTUM FINANCIAL CONSULTANTS, RAPKA & RAPKA CPA'S, RAVANI RETIREMENT & WEALTH SOLUTIONS, REBORN FINANCIAL SERVICES, REDSTONE ADVISORS, LLC, REDWOOD FINANCIAL, LLC, RETIRE COASTAL CAROLINA, RSW FINANCIAL CONSULTING, SALVATORE CERAVOLO CPA, SCHULER ASSOCIATES, SEQUOIA CONSULTING GROUP, SHEPARD & WALTON EMPLOYEE BENEFITS, SMITH & SMITH PUBLIC ACCOUNTANTS, LLC, SOURJOHN-KIM RETIREMENT SOLUTIONS, STRATEGIC ASSET MANAGEMENT, SUNRISE FINANCIAL PLANNING, SWM ADVISORS, SWM PRIVATE CLIENT ADVISORS, SYNERGY FINANCIAL SERVICES, T(K)G PENSIONMARK, TCG WEALTH MANAGEMENT, TCG WEALTH MANAGEMENT, THE CERATO GROUP, TFS WEALTH MANAGEMENT, TFT FINANCIAL & ESTATE SERVICES, THE CERATO GROUP, THE STANDARD PRIVATE WEALTH, LLC, TODAY FOR TOMORROW, INC., TOTAL WEALTH MANAGEMENT, TOWER ROCK ADVISORS, TWENTYFOUR INVESTMENTS, VIRGILIO WEALTH MANAGEMENT, WASHCO FINANCIAL, WD PENSIONMARK, WEALTH ADVISORY GROUP, WEALTH BRIDGE ADVISORY SERVICES, WEALTHPATH INVESTMENT ADVISORS, LLC, WEDCO FINANCIAL SERVICES, WORLD ADVISORS, WORLD ADVISORY SERVICES, WORLD INVESTMENT, WORLD INVESTMENT ADVISORS, WORLD INVESTMENT ADVISORS - BAY AREA, WORLD INVESTMENT ADVISORY SERVICES, WORLD INVESTMENTS, WORLD PRIVATE CLIENT GROUP, ZIMMERMAN FINANCIAL, LLC, ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP, ZWC ASSET MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 615. Performing investment advisory functions: 471.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Empower Financial Services, Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

25 other offices, as of the October 2026 filing

Alpharetta, GABakersfield, CABayonne, NJBerwyn, PABrentwood, TNBurlington, VTCleveland, OHColumbus, OHDenver, COGarden Ridge, TXIrvine, CALittle Rock, ARMcLean, VANew York City, NYNew York, NYNorth Barrington, ILPlymouth, MAReston, VARogers, ARSan Mateo, CASan Ramon, CATempe, AZWarwick, RIWaukesha, WIWestborough, MA

States registered or notice-filed

52 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

7 Reports 7 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(3) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $24,241,183,956 in the October 2021 data and $71,641,184,639 in the October 2026 data, up 196%.

Total employees: 216 in October 2021 and 615 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name The Standard Private Wealth, LLC.
2. April 2026
   • No longer lists the business name Kainos Partners, a Pensionmark Retirement Firm.
   • No longer lists the business name Sevenhills Benefit Partners.
   • No longer lists the business name Potomac Financial Services.
   • No longer lists the business name Sevenhills Partners, Inc..
   • No longer lists the business name Onpoint Wealth Partners.
   • No longer lists the business name The Hamilton Group.
   • No longer lists the business name Kainos Partners.
   • Added the business name TCG Wealth Management, the Cerato Group.
   • Added the business name Smith & Smith Public Accountants, LLC.
   • Added the business name Professional Financial Services, Ltd.
   • Added the business name PTC & Associates Financial Services.
   • Added the business name New Horizons Wealth Management, LLC.
   • Added the business name Shepard & Walton Employee Benefits.
   • Added the business name Hoover & Ruther Financial Services.
   • Added the business name Max Bussel & Co. Financial Group.
   • Added the business name MAS Strategic Wealth Management.
   • Added the business name Bipin Patel Financial Services.
   • Added the business name Harmony Point Wealth Advisors.
   • Added the business name ED Hulse Financial Consulting.
   • Added the business name Margaret Wierzbicki CPA, CFP.
   • Added the business name Gandolfi Financial Services.
   • Added the business name Sunrise Financial Planning.
   • Added the business name Strategic Asset Management.
   • Added the business name Berry, Verduin & Koch LLC.
   • Added the business name Zimmerman Financial, LLC.
   • Added the business name RSW Financial Consulting.
   • Added the business name Lachowicz & Company, LLC.
   • Added the business name Salvatore Ceravolo CPA.
   • Added the business name Leonard Zimmerman, CPA.
   • Added the business name JWR Financial Services.
   • Added the business name Campanile & Associates.
   • Added the business name Wealth Advisory Group.
   • Added the business name TFS Wealth Management.
   • Added the business name Norman Schneider, CPA.
   • Added the business name NL Financial Services.
   • Added the business name Pensionmark Meridien.
   • Added the business name Rapka & Rapka CPA's.
   • Added the business name Logan & Logan, CPAS.
   • Added the business name Casazza and UR CPAS.
   • Added the business name Schuler Associates.
   • Added the business name Nardi & Sharma LLC.
   • Added the business name Peggy Logan, CPA.
   • Employees performing advisory functions went from 156 to 471.
   • Regulatory assets under management went from $56,284,395,644 to $71,641,184,639 (+27%).
   • Added an office in Bayonne, NJ.
   • Added an office in Berwyn, PA.
   • No longer lists an office in St. Petersburg, FL.
   • No longer lists an office in Wexford, PA.
3. February 2026
   • Updated its list of owners and control persons (Schedule A).
4. December 2025
   • No longer lists the business name Kolinsky Wealth Management.
   • No longer lists the business name Financial Solutions.
   • Added the business name World Advisory Services.
   • Added the business name Wedco Financial Services.
   • Added the business name Wealth Bridge Advisory Services.
   • Added the business name Washco Financial.
   • Added the business name Virgilio Wealth Management.
   • Added the business name Total Wealth Management.
   • Added the business name Today for Tomorrow, Inc..
   • Added the business name TFT Financial & Estate Services.
   • Added the business name Point Vantage Financial Services, LLC.
   • Added the business name Patterson, Turner & Associates, LLC.
   • Added the business name Novawealth.
   • Added the business name McAfee Wealth Advisory.
   • Added the business name Kolinsky Wealth Management, LLC.
   • Added the business name Integrity Tax and Financial.
   • Added the business name Horizon 2K Financial Planning.
   • Added the business name FPN Strategic Wealth Management, Inc..
   • Added the business name Financial Solutions, LLC.
   • Added the business name Financial Design & Management, Inc..
   • Added the business name Creative Financial Management.
   • Added the business name Chaitanya S. Patel Inc.
   • Added the business name Campania Wealth Management.
   • Added the business name BD Financial Services.
   • Added the business name ARK Financial Solutions, LLC.
   • Added the business name AJ Future Financial Planners, Inc..
   • Updated its list of owners and control persons (Schedule A).
5. November 2025
   • No longer lists the business name HWM.
   • Added the business name World Investment Advisors - Bay Area.
   • Added the business name Twentyfour Investments.
   • Added the business name The Cerato Group.
   • Added the business name TCG Wealth Management.
   • Added the business name Freeman & Vannauker.
   • Added the business name Franklin Wealth Services.
   • Added the business name FFP Wealth Management.
   • Added the business name Briamonte Wealth Management.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.