RIA Intelligence

WORLD INVESTMENT ADVISORS, LLC

CRD #208512 SEC #801-96193 SANTA BARBARA, CA 888-201-5488
SEC Registered Disclosures
Total AUM
$56.3B
Discretionary
$24.3B
Employees
413
Clients
11
Accounts
25,897

AUM Over Time

DateDec 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateNov 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateNov 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateOct 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateOct 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateOct 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateOct 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateOct 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateSep 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateMay 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateMay 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateApr 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateApr 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateMar 2025
Total AUM$56.3B
Discretionary$24.3B
Non-Disc.$31.9B
Employees413
Clients12
DateNov 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateOct 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateOct 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateAug 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateJul 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateMar 2024
Total AUM$37.8B
Discretionary$14.7B
Non-Disc.$23.1B
Employees324
Clients5
DateJan 2024
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateDec 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateNov 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateNov 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateNov 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateSep 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateJun 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateJun 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateJun 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateApr 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateMar 2023
Total AUM$26.6B
Discretionary$10.3B
Non-Disc.$16.3B
Employees244
Clients0
DateJan 2023
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateJan 2023
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateNov 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateNov 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateNov 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateOct 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateSep 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateJul 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateMay 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateMar 2022
Total AUM$27.1B
Discretionary$8.4B
Non-Disc.$18.7B
Employees228
Clients0
DateSep 2021
Total AUM$24.2B
Discretionary$7.2B
Non-Disc.$17.1B
Employees216
Clients0
DateMar 2021
Total AUM$24.2B
Discretionary$7.2B
Non-Disc.$17.1B
Employees216
Clients0
DateNov 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateOct 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateAug 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateJul 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateJun 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateJun 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateMar 2020
Total AUM$20.1B
Discretionary$5.3B
Non-Disc.$14.8B
Employees196
Clients0
DateFeb 2020
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateSep 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateSep 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateJul 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateJun 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateMay 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateMar 2019
Total AUM$18.4B
Discretionary$3.8B
Non-Disc.$14.6B
Employees194
Clients0
DateFeb 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateJan 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateDec 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateNov 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateNov 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateNov 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateSep 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateAug 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateMay 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateMay 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees91
Clients1,054
DateFeb 2018
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients0
DateSep 2017
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients3,300
DateSep 2017
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients3,300
DateJun 2017
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients3,300
DateMay 2017
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients3,300
DateMar 2017
Total AUM$10B
Discretionary$972.4M
Non-Disc.$9B
Employees153
Clients3,300
DateMar 2017
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateFeb 2017
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateJan 2017
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateDec 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateNov 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateNov 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateNov 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateOct 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateSep 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateSep 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateAug 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateJun 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateJun 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateJun 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateMay 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateMay 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateApr 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateMar 2016
Total AUM$8.1B
Discretionary$269.1M
Non-Disc.$7.8B
Employees73
Clients1,100
DateFeb 2016
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateFeb 2016
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateJan 2016
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateNov 2015
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateNov 2015
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateOct 2015
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateSep 2015
Total AUM$6.4B
Discretionary$73.4M
Non-Disc.$6.3B
Employees48
Clients1,400
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0