Data / Investment advisers / New Jersey / World Investment Advisors, LLC
World Investment Advisors, LLC, Lincroft, NJ: $71.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
World Investment Advisors, LLC is an SEC registered investment adviser with its main office in Lincroft, New Jersey and reports $71.6 billion in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch World Investment Advisors, LLC (CRD number 208512): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 208512
- SEC file number
- 801-96193
- SEC status
- Approved, effective May 6, 2015
- Main office
- 437 Newman Springs Road, Lincroft, NJ 07738
- Phone
- (800) 833-1862
- Regulatory AUM
- $71,641,184,639 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $31,700,168,817
- Non discretionary AUM
- $39,941,015,822
- Accounts
- 35,849
- Employees
- 615, of which 471 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 124
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3,742 | $56.04 billion |
| High net worth individuals | 2,165 | $5.73 billion |
| Individuals (other than high net worth individuals) | 16,604 | $4.81 billion |
| Charitable organizations | 238 | $3.60 billion |
| Pooled investment vehicles | 2 | $678.9 million |
| Corporations or other businesses | 209 | $426.6 million |
| State or municipal government entities | 61 | $346.7 million |
| Banking or thrift institutions | Fewer than 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $71.64 billion | March 31, 2026 |
| December 1, 2025 | $56.28 billion | November 26, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pgim Investments LLC | Newark | $344.84 billion | Not listed | adviserinfo.sec.gov |
| Lord, Abbett & Co. LLC | Jersey City | $270.39 billion | 9 | adviserinfo.sec.gov |
| Corebridge Institutional Investments (U.S.), LLC | Jersey City | $121.05 billion | 13 | adviserinfo.sec.gov |
| Pgim Quantitative Solutions | Newark | $110.95 billion | 4 | adviserinfo.sec.gov |
| Pathstone | Englewood | $110.30 billion | 161 | adviserinfo.sec.gov |
| Private Advisor Group, LLC | Morristown | $57.70 billion | Not listed | adviserinfo.sec.gov |
| Concord Advisory Group LTD | Princeton | $46.19 billion | Not listed | adviserinfo.sec.gov |
| Franklin Mutual Advisers, LLC | Short Hills | $42.59 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- World Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.