World Investment Advisors Email Format

Financial ServicesNew Jersey, United States201-500 Employees

World Investment Advisors, based in Santa Barbara, California, operates as a networked financial services firm that provides wealth management and retirement plan consulting across the United States. The organization combines more than 630 advisors and staff across over 100 locations and manages assets totaling about $72.7 billion, including more than $56.2 billion in regulatory assets under management. Its client base includes employers offering retirement plans, individual investors, not-for-profit organizations, and executives with deferred compensation needs, supported by specialists in defined contribution, defined benefit, terminal funding, and executive compensation. In November 2025, World Investment Advisors announced the acquisition of TCG Wealth Management, signaling an expansion of its network. As a participant in the financial services industry, the firm operates as a networked platform that brings together diverse advisory capabilities to serve retirement and wealth management clients.

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