World Investment Advisors
World Investment Advisors is a U.S. registered investment advisor and division of World Insurance Associates LLC, operating a network of 350+ advisors across 100+ U.S. locations that collectively support $73.7 billion in assets through wealth management, retirement plan consulting, and advisor practice enhancement services.
- Company typePrivate
- Founded2024
- HeadquartersSanta Barbara, United States
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What World Investment Advisors does
World Investment Advisors is a U.S. registered investment advisor and wealth management division of World Insurance Associates LLC, rebranded in 2024 from Pensionmark Financial Group (which World Insurance Associates acquired in 2022). The firm operates a network of more than 350 advisors across over 100 U.S. locations and collectively supports over $73.7 billion in client assets as of 12/31/2025, including regulatory assets under management of more than $33.1 billion. Its service offering is segmented into wealth management for individuals and families (grow, preserve, build legacy), employer retirement plan consulting, the SMARTMap Financial Wellness platform for plan participants, and a practice-enhancement program for affiliated financial advisors. Securities are distributed through an affiliated broker-dealer, World Investments, LLC (FINRA/SIPC member), under common ownership.
The firm generates revenue primarily through recurring advisory fees on regulatory AUM and retirement plan consulting fees on broader assets supported, with no public pricing schedule disclosed. Its go-to-market is relationship-based and advisor-centric, combining organic advisor recruiting with an active RIA acquisition strategy that has absorbed Boston Harbor Wealth Advisors ($3.5B AUM, 2024), Freeman & Vannauker (2025), and TCG Wealth Management ($140M AUM, 2025), with a notable concentration of deals in New England. No proprietary technology platform details have been disclosed; the firm's stated competitive advantages rest on distribution scale, regulatory standing, and the institutional resources of its World Insurance Associates parent rather than on technology differentiation.
World Investment Advisors firmographics
Firmographics- Name
- World Investment Advisors
- Legal name
- World Investment Advisors, LLC
- Website
- https://pensionmark.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- World Investment Advisors is a U.S. registered investment advisor and division of World Insurance Associates LLC, operating a network of 350+ advisors across 100+ U.S. locations that collectively support $73.7 billion in assets through wealth management, retirement plan consulting, and advisor practice enhancement services.
- Ownership category
- akta.pro rank
World Investment Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where World Investment Advisors is headquartered
LocationHeadquarters
- HQ city
- Santa Barbara
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
World Investment Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory and Asset Management Fees: World Investment Advisors generates revenue through advisory fees and asset management charges, supporting over $73.7 billion in assets across investment management and retirement plan consulting services.
- Retirement Plan Consulting Services: The company provides retirement plan consulting services to employers, likely generating recurring revenue through plan administration and consulting fees.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
World Investment Advisors product offering
Product offeringCore offering
World Investment Advisors provides wealth management and investment advisory services to individuals and families, retirement plan consulting services to employers, and practice enhancement resources to financial advisors. Services are delivered through a network of more than 350 advisors across over 100 U.S. locations, supported by technology platforms including the SMARTMap Financial Wellness tool for retirement plan participants. The firm supports over $73.7 billion in assets, with regulatory AUM of $33.1 billion as of 12/31/2025.
Product overview
World Investment Advisors is a wealth management and retirement planning division of World Insurance Associates LLC, operating as a network-based platform with over 350 advisors across over 100 U.S. locations. The core platform provides integrated wealth management services including investment management, retirement plan consulting, and financial planning. Service modules include Grow Your Wealth (investment growth), Preserve Your Wealth (asset protection), and Build Your Legacy (estate planning). The SMARTMap Financial Wellness platform serves as an employee-facing retirement wellness tool. The firm also offers advisor practice enhancement services and employer retirement plan management. The network supports over $73.7 billion in assets (with regulatory AUM of $33.1 billion as of 12/31/2025), and has expanded through acquisitions of Boston Harbor Wealth Advisors and TCG Wealth Management.
Differentiator
Problem solved
Functional benefit
Brands
- SMARTMap Financial Wellness: A financial wellness platform for retirement plan participants, providing tools and resources for retirement planning and financial management.
Products and services
- Wealth Management & Investment Advisory Services Personalized wealth management and investment advisory services for individuals and families covering wealth growth, wealth preservation, legacy building, retirement planning, and financial planning. Delivered through dedicated advisors and supported by the firm's investment platforms and $73.7 billion in supported assets.
- Retirement Plan Consulting Services Retirement plan management, design, and consulting services for employer plan sponsors, including fiduciary support, plan administration, and employee education. Backed by a Plan Sponsor Portal (NetVoyage) for ongoing administration.
- SMARTMap Financial Wellness Platform Employee-facing financial wellness platform that helps retirement plan participants manage their retirement benefits, with tools and resources for retirement planning, financial management, and wellness tracking.
- Advisor Practice Enhancement Services Services and resources enabling financial advisors to enhance their practice, including access to broader investment platforms, technology, operational support, and recruiting resources, available through affiliation with the World Investment Advisors network.
Quantifiable outcome
- Assets under management expanded to $11.5 billion following Boston Harbor acquisition
- +1 more outcomes
Companies that use World Investment Advisors
Customer profileSegments4 records
Ideal customer profiles3 records
World Investment Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
World Investment Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- TCG Wealth ManagementcoreWorld Investment Advisors acquired TCG Wealth Management, a registered investment advisor based in Nashua, New Hampshire managing approximately $140 million in client assets. The acquisition supports World's expansion in New England. TCG continues operating under its existing brand while gaining access to World's broader investment platforms and technology.
- Boston Harbor Wealth Advisors LLCcoreWorld Investment Advisors acquired Boston Harbor Wealth Advisors LLC, a financial services firm based in Westborough, Massachusetts with over $3.5 billion in assets under management. The acquisition expanded World's total AUM to $11.5 billion and represents a core component of the company's growth and acquisition strategy. Boston Harbor operates as part of the World Investment Advisors network.
Scale indicators3 records
Recent moves8 records
Expansion highlights5 records
World Investment Advisors competitors and assessment
Company assessmentDirect peers
- LPL Financial: Largest independent broker-dealer in the U.S. (~$1.7T AUM) supporting ~22,000 advisors. Closest direct peer in advisor-affiliation model, though significantly larger and publicly traded.
- HighTower Advisors: National RIA platform with ~$150B+ AUM serving HNW clients through an advisor partnership model. Comparable in advisor-affiliation structure, wealth management focus, and acquisition-led growth.
- Edelman Financial Engines: Largest independent RIA in the U.S. with ~$300B+ AUM offering wealth management and retirement plan services. Comparable in retirement plan focus and individual wealth management offerings.
- Cambridge Investment Research: Independent broker-dealer/RIA platform supporting thousands of financial advisors with practice management, technology, and wealth solutions. Mirrors World's advisor-affiliation model and target HNW/retirement segments.
- Focus Financial Partners: Leading RIA consolidator with ~$300B+ AUM built through M&A roll-up of independent wealth management firms. Highly comparable in acquisition-led growth strategy and advisor-affiliation model.
- Mercer Advisors: National RIA with ~$70B+ AUM specializing in wealth management and retirement plan services via acquired advisory firms. Direct comparable in M&A-driven scale strategy and retirement plan consulting capabilities.
- Cetera Financial Group: Independent advisor network serving individual investors and retirement plan clients through thousands of affiliated advisors. Comparable in distribution model, retirement plan focus, and recurring fee-based revenue.
- Mariner Wealth Advisors: Large U.S. RIA network with ~$500B+ AUM offering wealth management and retirement plan consulting through a national advisor network. Closely comparable to World in business model, advisor-affiliation structure, and target client segments.
Broad incumbents
- Northwest Plan Services / Ascensus: Major retirement plan services provider offering plan administration and advisory support. Comparable in employer-facing retirement plan services but operates at much larger scale with broader recordkeeping offerings.
- Charles Schwab (RIA Services): Incumbent custodian and wealth management giant serving independent RIAs and direct retail clients. Broad incumbent providing custody, technology, and direct wealth management that competes with World's offerings at scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
World Investment Advisors social profiles
Digital presenceWorld Investment Advisors compliance and trust
Trust signalCompliance2 records
World Investment Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
World Investment Advisors leadership team
Management profileNumber of profiles
Profiles3 records
World Investment Advisors subsidiaries and ownership
Company hierarchySubsidiaries2 records
World Investment Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
World Investment Advisors M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about World Investment Advisors
What does World Investment Advisors do?
World Investment Advisors provides wealth management and investment advisory services to individuals and families, retirement plan consulting services to employers, and practice enhancement resources to financial advisors. Services are delivered through a network of more than 350 advisors across over 100 U.S. locations, supported by technology platforms including the SMARTMap Financial Wellness tool for retirement plan participants. The firm supports over $73.7 billion in assets, with regulatory AUM of $33.1 billion as of 12/31/2025.
Is World Investment Advisors a public or private company?
World Investment Advisors is a private company. It is classified as corporate owned and is currently operating.
When was World Investment Advisors founded?
World Investment Advisors was founded in 2024. It employs 501 to 1,000 people.
Where is World Investment Advisors based?
World Investment Advisors is headquartered in Santa Barbara, United States, in the North America region.
How does World Investment Advisors make money?
Two revenue lines are on record. Advisory and Asset Management Fees are the primary driver. The others are retirement Plan Consulting Services.
Who are World Investment Advisors's main competitors?
Direct peers on record are LPL Financial, HighTower Advisors, Edelman Financial Engines, Cambridge Investment Research, Focus Financial Partners, Mercer Advisors, Cetera Financial Group and Mariner Wealth Advisors. Broad incumbents are Northwest Plan Services / Ascensus and Charles Schwab (RIA Services).
Does World Investment Advisors have an API?
No public API is recorded for World Investment Advisors.
What industry is World Investment Advisors in?
World Investment Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.