World Investment Advisors, LLC
● SEC registered since 2015CRD 208512SEC# 801-96193Lincroft, NJ
Reg. AUM
$71.64B
Employees
615
Accounts
35,849
Location
Lincroft, NJ
World Investment Advisors, LLC assets under management
World Investment Advisors, LLC is an SEC-registered investment adviser based in Lincroft, NJ. The firm has been registered since 2015. It reports $71.6 billion in regulatory assets under management and employs 615 people.
World Investment Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Nigel Walters Control | President | Under 5% | 2025 |
| Jennifer A Tanck Control | Evp/Chief Operating Officer | Under 5% | 2017 |
| Jonathan E Curley Control | Chief Compliance Officer | Under 5% | 2023 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does World Investment Advisors, LLC manage?
World Investment Advisors, LLC reports $71.6 billion in regulatory assets under management on its Form ADV.
How many employees does World Investment Advisors, LLC have?
World Investment Advisors, LLC reports 615 employees.
Where is World Investment Advisors, LLC located?
World Investment Advisors, LLC is based in Lincroft, NJ and has been SEC-registered since 2015.
Does World Investment Advisors, LLC disclose fund performance?
World Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 437 Newman Springs Road, Lincroft, NJ 07738 |
| Phone | 800-833-1862 |
| Fax | 732-576-4530 |
| Office hours | 8:30 a.m. - 4:30 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1652594 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$71.64B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$71.64Bregulatory AUM
Discretionary $31.7BNon-discretionary $39.94B