DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

World Investment Advisors, LLC

Other adviserLincroft, New JerseyCRD 208512SEC 801-96193websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Apr 20, 2015 · 115 filings
SEC status approved since May 6, 2015
RAUM
$72B
reported, Item 5.F
Discretionary
44%
of RAUM
Private clients
15%
$11B individuals and HNW
Advisors
363
registered through the firm on IAPD
RAUM per advisor
$197M
derived; firm RAUM over IAPD count
Employees
615
471 advisory (5.B.1)
Offices
124
beyond the principal office
Private funds
0
reported on Schedule D
History
115 filings and snapshots on the tape
RAUM$72B as of Mar 31, 2026
Mar 22, 2016$8.1B then
HNW client RAUM$5.7B as of Mar 31, 2026
Mar 30, 2018$150M then
State-registered IARs (5.B.3)249 as of Mar 31, 2026
Mar 22, 201673 then
Employees (5.A)615 as of Mar 31, 2026
Mar 22, 201673 then
Private funds: no history
RAUM +27% over the last fiscal year+39% a year over threeIARs 244 to 249offices 73 to 124
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
  • Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$197MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
52derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.6MderivedHNW RAUM over HNW clients
Average account
$2.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
44%derivedof RAUM
Institutional
84%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
2.9derived125 offices incl. principal (1.F.5)
RAUM growth, one year
+27%derivedbetween the last two annual amendments
Advisor growth, one year
+2.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+40%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Wrap fee program
$321MreportedItem 5.I
Custody
$1.4B, 4,494 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
3derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$56B78%
  • High-net-worth individuals$5.7B8.0%
  • Individuals$4.8B6.7%
  • Charitable organizations$3.6B5.0%
  • Pooled investment vehicles$679M0.9%
  • Corporations and businesses$427M0.6%
  • State and municipal entities$347M0.5%
  • Banks and thrifts$3.2M0.0%
Individual clients
16,604reported
HNW clients
2,165reported
Pension plan clients
3,742reported
Charitable clients
238reported
Accounts
35,849reported
Financial planning clients
101-250reported
Wrap fee programs
$115M sponsored, $185M managedreported
Custody of client assets
$1.4B for 4,494 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.15 fund_share=0.01 institutional_share=0.84 related_bd=true related_bank=true bd_reps=205.0derived
Advisors registered through the firm
363 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Troy Glen HammondCertified Financial PlannerLincroft, NjMay 20, 201534 y4
Michael Sean WoodsLincroft, NjMay 21, 201528 y6
David Albert CamperLincroft, Nj Jun 9, 201521 y3
Anthony James BlackLincroft, Nj Jun 9, 201520 y2
Walter Dean SalyerGarden Ridge, Tx Jun 12, 201520 y5
Sean Francis OflahertyLincroft, Nj Jun 15, 201535 y6
Joe Anthony RamonLincroft, Nj Jun 16, 201525 y5
William Eric HagebuschConroe, Tx Jun 17, 201527 y3
Daniel ShapiroCoconut Grove, Fl Jun 17, 201523 y5
Michele Marie LantzLancaster, CaJun 25, 201534 y2
Tony Joseph WinkeljohnFort Wayne, In Jul 1, 201533 y3
Thomas Dean MingLincroft, Nj Jul 1, 201519 y3
Christopher Brent HarlessLincroft, Nj Jul 10, 201519 y2
Jeffrey Howard SeymourSt Simons Island, Ga Jul 21, 201527 y2
Tracie KarrFayetteville, Ar Jul 27, 201523 y3
James E EdmiastonFayetteville, ArJul 27, 201524 y3
Erik Brent BerryRogers, Ar Jul 27, 201512 y1
Mallory Mattox Van LeeuwenCertified Financial PlannerVentura, Ca Aug 4, 201519 y3
William Clay KendallChartered Financial AnalystRogers, Ar Aug 14, 201523 y3
Matthew Eston CooperLincroft, Nj Sep 1, 201511 y0
Bryan Alexander WrightDenver, Co Oct 2, 201528 y3
James David MoyesCertified Financial PlannerLehi, Ut Oct 30, 201520 y2
Noel John TriasLincroft, Nj Dec 16, 201535 y3
Robert Edward RecchiaChartered Financial ConsultantLincroft, Nj Dec 28, 201540 y3
Joseph Anthony StackCertified Financial PlannerLincroft, Nj Jan 5, 201632 y5
Scott Walker DanielLincroft, Nj Jan 20, 201628 y3
Tuyen Le PhamSanta Ana, Ca Feb 4, 201629 y2
Matthew Loren VoecksMendota, Mn Mar 1, 201622 y0
Barry P TooleLincroft, Nj Mar 7, 201627 y6
Christopher David StrotherLincroft, Nj Apr 5, 201618 y3
James David VankeAtlanta, Ga Apr 15, 201623 y4
James Antonio LydayBrentwood, Tn May 25, 201632 y3
Robert J ScherzerLincroft, Nj Jun 28, 201612 y1
Mark DuranChartered Financial AnalystSt. Petersburg, Fl Sep 1, 201621 y4
Eric Anthony WardLouisville, Ky Nov 28, 201634 y6
Charles Brooker BlantonChartered Financial ConsultantJacksonville, Fl Dec 2, 201641 y6
Alison Leigh SegallChartered Financial ConsultantLincroft, Nj Feb 21, 201723 y2
William Corey MclemoreLittle Rock, Ar Mar 10, 201716 y0
David A RadocciaCertified Financial Planner, Chartered Financial ConsultantWarwick, Ri May 2, 201740 y0
Shannon Cheri MainCertified Financial PlannerIrvine, Ca Jun 2, 201731 y7
All 363 advisors at World Investment Advisors, LLC
Advisor movement
23 left, 63 joined in 12 months
net +40 in 12 months5 left in 90 days4 joined in 90 daysdeparture rate 6.3% of current headcount41 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • E Jonathan Curley · Executive Vice Presidentcontrol
    since 05/2023 · owns less than 5%
  • Robert Adam Enter · Chief Compliance Officercontrol
    since 10/2024 · owns less than 5%
  • Glen Troy Hammond · Ceo/Presidentcontrol
    since 04/2015 · owns less than 5%
  • Katherine Mach · Vp, Ria Operationscontrol
    since 10/2024 · owns less than 5%
  • A Jennifer Tanck · Evp/Chief Operating Officercontrol
    since 03/2017 · owns less than 5%
  • Sean Michael Woods · Executive Vice Presidentcontrol
    since 05/2015 · owns less than 5%
Entity owners
  • Wia Holdings, LLC · Owner
    direct · owns 75% or more
  • Cb Clockwork Midco, LLC · Owner
    indirect · owns 75% or more of World Associates Holdings, LLC
  • Cb Clockwork Parent, LLC · Owner
    indirect · owns 75% or more of Cb Clockwork Midco, LLC
  • Cb World Management, LLC · Owner
    indirect · owns 25% to 50% of Cb Clockwork Parent, LLC
  • World Associates Holdings, LLC · Owner
    indirect · owns 75% or more of Wia Holdings, LLC
Related persons
Schedule D 7.A
Advisers that list World Investment Advisors, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Lincroft, Nj · principal91160
Westborough, Ma1611
Columbus, Oh1220
New York, Ny1000
Garden Ridge, Tx911
Warwick, Ri820
Irvine, Ca800
Tempe, Az820
Ramsey, Nj720
Bayonne, Nj770
Berwyn, Pa660
San Ramon, Ca600
San Francisco, Ca530
Burlington, Vt510
Brentwood, Tn500
Plymouth, Ma500
Fayetteville, Ar500
Austin, Tx513
Santa Barbara, Ca400
Denver, Co413
All 60 offices
Post-acquisition retention
advisors of absorbed firms still registered here after the move
Firms absorbed
4 since 2015, 3 in 24 monthsderived
Advisors acquired
13derived
Still registered after 90 days
100% of 13derived
After 180 days
100% of 13derived
After 365 days
100% of 4derived
After 730 days
100% of 4derived
Team lift-outs after
9derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices
Schedule D 1.F, the 25 largest
  • Garden Ridge, TX11 employees
  • New York, NY8 employees
  • Warwick, RI7 employees
  • Tempe, AZ7 employees
  • Irvine, CA7 employees
  • Denver, CO5 employees
  • San Ramon, CA5 employees
  • Brentwood, TN4 employees
  • St. Petersburg, FL4 employees
  • Austin, TX4 employees
  • Rogers, AR4 employees
  • Alpharetta, GA4 employees
  • Waukesha, WI3 employees
  • Bloomington, MN3 employees
  • Little Rock, AR3 employees
  • Wexford, PA3 employees
  • Burlington, VT3 employees
  • North Barrington, IL3 employees
  • Wayne, PA2 employees
  • Lehi, UT2 employees
  • Bakersfield, CA2 employees
  • Fayetteville, AR2 employees
  • Mclean, VA2 employees
  • New Berlin, WI2 employees
  • San Mateo, CA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
  • office count surgeChange between filings · filing Mar 31, 2026
    offices other than the principal office (Item 1.F.5) moved from 73.0 to 124.0 (+70.0%) between the annual amendments of 2025-04-07 and 2026-03-31; the peer median change was 0.0% (49 comparable advisers, 98.0th percentile of changes)
    peers: other advisers, $20B and over (49) · 98% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 25,897 to 35,849
    Jan 29, 2026 to Mar 31, 2026
  • Advisory employees · 156 to 471
    Jan 29, 2026 to Mar 31, 2026
  • Advisory activities · 7 to 8
    Jan 29, 2026 to Mar 31, 2026
  • BD registered reps · 197 to 205
    Jan 29, 2026 to Mar 31, 2026
  • Charity clients · 226 to 238
    Jan 29, 2026 to Mar 31, 2026
  • Corporate clients · 138 to 209
    Jan 29, 2026 to Mar 31, 2026
  • HNW clients · 1,769 to 2,165
    Jan 29, 2026 to Mar 31, 2026
  • Individual clients · 11,635 to 16,604
    Jan 29, 2026 to Mar 31, 2026
  • Pension plan clients · 3,552 to 3,742
    Jan 29, 2026 to Mar 31, 2026
  • Pooled vehicle clients · 105 to 2
    Jan 29, 2026 to Mar 31, 2026
  • Assets in custody · $1.3B to $1.4B
    Jan 29, 2026 to Mar 31, 2026
  • Employees · 413 to 615
    Jan 29, 2026 to Mar 31, 2026
  • Insurance-licensed employees · 14 to 5
    Jan 29, 2026 to Mar 31, 2026
  • Financial planning clients · 11-25 to 101-250
    Jan 29, 2026 to Mar 31, 2026
  • HQ city · SANTA BARBARA to LINCROFT
    Jan 29, 2026 to Mar 31, 2026
  • HQ state · CA to NJ
    Jan 29, 2026 to Mar 31, 2026
  • State-registered IARs · 244 to 249
    Jan 29, 2026 to Mar 31, 2026
  • Other offices · 73 to 124
    Jan 29, 2026 to Mar 31, 2026
  • Discretionary RAUM · $24B to $32B
    Jan 29, 2026 to Mar 31, 2026
  • HNW RAUM · $3.7B to $5.7B
    Jan 29, 2026 to Mar 31, 2026
  • Individual RAUM · $2.8B to $4.8B
    Jan 29, 2026 to Mar 31, 2026
  • Non-discretionary RAUM · $32B to $40B
    Jan 29, 2026 to Mar 31, 2026
  • Pension RAUM · $46B to $56B
    Jan 29, 2026 to Mar 31, 2026
  • Pooled vehicle RAUM · $482M to $679M
    Jan 29, 2026 to Mar 31, 2026
  • RAUM · $56B to $72B
    Jan 29, 2026 to Mar 31, 2026
  • Wrap assets (manager) · $3.0B to $185M
    Jan 29, 2026 to Mar 31, 2026
  • Wrap assets (sponsor) · $31.0M to $115M
    Jan 29, 2026 to Mar 31, 2026
  • Financial planning clients · 11-25 to 11-25
    Apr 7, 2025 to May 29, 2025
  • Accounts · 11,973 to 25,897
    Nov 7, 2024 to Apr 7, 2025
  • Advisory employees · 166 to 156
    Nov 7, 2024 to Apr 7, 2025
  • BD registered reps · 160 to 197
    Nov 7, 2024 to Apr 7, 2025
  • Charity clients · 139 to 226
    Nov 7, 2024 to Apr 7, 2025
  • Corporate clients · 123 to 138
    Nov 7, 2024 to Apr 7, 2025
  • HNW clients · 420 to 1,769
    Nov 7, 2024 to Apr 7, 2025
  • Individual clients · 5,443 to 11,635
    Nov 7, 2024 to Apr 7, 2025
  • Pension plan clients · 2,614 to 3,552
    Nov 7, 2024 to Apr 7, 2025
  • Pooled vehicle clients · 6 to 105
    Nov 7, 2024 to Apr 7, 2025
  • Assets in custody · $1.0B to $1.3B
    Nov 7, 2024 to Apr 7, 2025
  • Employees · 324 to 413
    Nov 7, 2024 to Apr 7, 2025
  • Insurance-licensed employees · 4 to 14
    Nov 7, 2024 to Apr 7, 2025
Signals
60 dated events
  • Kyle Robert Bochat left World Investment Advisors, Llc for Financial Potential Wealth Management (registered 2026-08-28)
    Sep 8, 2026 · Advisor changed firm · fact
  • Timothy Brock Boleman left World Investment Advisors, Llc for Financial Potential Wealth Management (registered 2026-09-03)
    Sep 8, 2026 · Advisor changed firm · fact
  • 2 advisors left World Investment Advisors, LLC (Gainesville, GA) for Financial Potential Wealth Management on the same day
    Sep 8, 2026 · Team lift-out · derived
  • Mary Kathleen Flaherty left World Investment Advisors, Llc for Prospera Financial Services, Inc. (registered 2026-08-13)
    Aug 11, 2026 · Advisor changed firm · fact
  • Kevin Adam Takinen left World Investment Advisors, Llc for Mariner (registered 2026-08-25)
    Jul 30, 2026 · Advisor changed firm · fact
  • Reid Scott Wilson left World Investment Advisors, Llc for Onedigital (registered 2026-06-24)
    Jun 23, 2026 · Advisor changed firm · fact
  • William David Alford left World Investment Advisors, Llc for Titleist Asset Management, Llc (registered 2026-05-07)
    May 4, 2026 · Advisor changed firm · fact
  • Jessica L Benningsdorf left World Investment Advisors, Llc for Assuredpartners Investment Advisors (registered 2024-10-31)
    Apr 7, 2026 · Advisor changed firm · fact
  • Thomas Edward Brussard left World Investment Advisors, Llc for Spc (registered 2026-04-10)
    Apr 7, 2026 · Advisor changed firm · fact
  • World Investment Advisors, Llc reported 124 offices beyond its principal office, up from 73 (2026-01-29 to 2026-03-31)
    Mar 31, 2026 · Office count change · derived
  • World Investment Advisors, Llc reported RAUM $71.6B, up 27% from $56.3B (2026-01-29 to 2026-03-31)
    Mar 31, 2026 · RAUM change · derived
  • William Gerard Tucker left World Investment Advisors, Llc for Lpl Enterprise, Llc (registered 2026-03-16)
    Mar 17, 2026 · Advisor changed firm · fact
  • Kathryn Riley left World Investment Advisors, Llc for Assuredpartners Investment Advisors (registered 2025-01-29)
    Feb 27, 2026 · Advisor changed firm · fact
  • Anatoly Khait left World Investment Advisors, Llc for Prospera Financial Services, Inc. (registered 2026-02-17)
    Feb 23, 2026 · Advisor changed firm · fact
  • Bolaji Richard Odusanya left World Investment Advisors, Llc for Oneamerica Securities, Inc. (registered 2026-06-22)
    Jan 21, 2026 · Advisor changed firm · fact
  • David Nicolas Gonzaga left World Investment Advisors, Llc for Wells Fargo Advisors (registered 2026-01-09)
    Jan 8, 2026 · Advisor changed firm · fact
  • 2 advisors left World Advisory Services (Lincroft, NJ) for World Investment Advisors, LLC on the same day
    Dec 3, 2025 · Team lift-out · derived
  • Wealth Advisory Group, Inc.'s advisors moved to World Investment Advisors, LLC (Berwyn, PA): 3 of 6 registered, on the same day
    Nov 26, 2025 · Firm absorbed (people side) · derived
  • 2 advisors left Bcg Securities, Inc. (Cherry Hill, NJ) for World Investment Advisors, LLC on the same day
    Nov 6, 2025 · Team lift-out · derived
  • Debi Benson Halbert no longer registered at World Investment Advisors, Llc; no later IA registration on IAPD
    Nov 2, 2025 · Advisor departure · fact
  • Spencer Paul Wright left World Investment Advisors, Llc for Halbert Wealth Management, Inc (registered 2025-09-15)
    Nov 2, 2025 · Advisor changed firm · fact
  • Tcg Wealth Management's advisors moved to World Investment Advisors, LLC (Nashua, NH): 3 of 3 registered, within 6 days
    Oct 21, 2025 · Firm absorbed (people side) · derived
  • Matthew Michael Marasch left World Investment Advisors, Llc for Oneseven (registered 2025-09-15)
    Oct 9, 2025 · Advisor changed firm · fact
  • Eugen Craciun left World Investment Advisors, Llc for Oneseven (registered 2025-09-15)
    Oct 9, 2025 · Advisor changed firm · fact
  • Timothy Ray Martin left World Investment Advisors, Llc for Oneseven (registered 2025-09-15)
    Oct 9, 2025 · Advisor changed firm · fact
  • Brian M. Marino left World Investment Advisors, Llc for Oneseven (registered 2025-09-15)
    Oct 9, 2025 · Advisor changed firm · fact
  • Michael Robert Cianciola left World Investment Advisors, Llc for Oneseven (registered 2025-09-15)
    Oct 9, 2025 · Advisor changed firm · fact
  • 5 advisors left World Investment Advisors, LLC (Cleveland, OH) for Oneseven on the same day
    Oct 9, 2025 · Team lift-out · derived
  • Jeanne Kearns Hagar left World Investment Advisors, Llc for Oneseven (registered 2025-09-08)
    Oct 8, 2025 · Advisor changed firm · fact
  • Johnathan Charles Breen left World Investment Advisors, Llc for Oneseven (registered 2025-09-17)
    Oct 8, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/benefitmarkreportedpublic record, Form ADV, Sep 17, 2026
Firm profile
linkedin.com/company/fsplannersreportedpublic record, Form ADV, Sep 17, 2026
Website
worldadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
800-833-1862reportedpublic record, Form ADV, Mar 31, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$197Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026