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VALUATION CALCULATOR
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World Investment Advisors

Santa Barbara, California
Website:
https://worldadvisors.com/
208512
Santa Barbara, California
Website:
https://worldadvisors.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$37,759,760,000
Fee model
No items found.
Number of employees
0
Custodians
No items found.
Description

Locations

732 N Santa Fe Ave Ste B Edmond OK 73003
3006 Bee Caves Rd Ste D201 Austin TX 78746
19800 Macarthur Blvd Ste 800 Irvine CA 92612
1700 Broadway Fl 7 New York NY 10019
550 S Watters Rd Ste 149 Allen TX 75013
1 Foxhill Dr Ste 140 Walpole MA 2081
Private Residence Kensinton MD
210 Washington St NW Ste 100 Gainesville GA 30501
25614 Bottle Brush Ste 300 San Antonio TX 78261
740 4th St N Ste 515 Saint Petersburg FL 33701
3006 Bee Caves Rd Ste A-250 Austin TX 78746
32-40 Court St Unit 2G Plymouth MA 2360
540 Gaither Rd Ste 420 Rockville MD 20850
12647 Alcosta Blvd Ste 440 San Ramon CA 94583
475 Kilvert St Ste 350 Warwick RI 2886
18872 Macarthur Blvd Ste 410 Irvine CA 92612
111 Commercial St Ste 500 Portland ME 4101
Private Residence Cabin John MD
226 N Front St Wilmington NC 28401
1425 River Park Dr Ste 226 Sacramento CA 95815
210 E Broad St Ste 102 Falls Church VA 22046
Private Residence Limerick PA
237 E Millsap Rd Fayetteville AR 72703
445 Hutchinson Ave Ste 860 Columbus OH 43235
10 Miranda St Ste 14 Morrow OH 45152
Private Residence Coconut Grove FL
350 W Washington St Ste 301 Tempe AZ 85281
2525 Market Ave Cleveland OH 44113
229 Ward Cir Ste A-23 Brentwood TN 37027
Private Residence Atkinson NH
550 S Watters Rd Ste 299 Allen TX 75013
445 Hamilton Ave Fl 10 White Plains NY 10601
108 S Wynstone Park Dr Ste 110 Barrington IL 60010
Private Residence Cleves OH
11250 Roger Bacon Dr Ste 12 Reston VA 20190
34 Main Street Ext Ste 204 Plymouth MA 2360
237 E Millsap Rd Ste 2 Fayetteville AR 72703
7455 Arroyo Crossing Pkwy Ste 200 Las Vegas NV 89113
158 W 27th St Fl 5 New York NY 10001
Private Residence Mansfield MA
6501 Arlington Expy Ste 213B Jacksonville FL 32211
100 N Point Ctr E Ste 125 Alpharetta GA 30022
42 Fiddlers Cove Rd North Falmouth MA 2556
Private Residence Sherwood AR
1400 Computer Dr Ste 201 Westborough MA 1581
Private Residence Carpinteria CA
Private Residence Blue Springs MO
Private Residence Canfield OH
Private Residence Long Valley NJ
Private Residence Harleysville PA
Private Residence Norristown PA
Private Residence Pflugerville TX
Private Residence Conroe TX
Private Residence Upper Arlington OH
656 Coleman Blvd Ste 103 Mount Pleasant SC 29464
Private Residence Caldwell NJ
Private Residence Laveen AZ
19243 FM 2252 Ste 300 San Antonio TX 78266
Private Residence Exton PA
21 S California St Ste 201 Ventura CA 93001
Private Residence Lebanon NJ
4582 S Ulster St Ste 600 Denver CO 80237
Private Residence Lees Summit MO
Private Residence Suwanee GA
Private Residence Ambler PA
1751 Pinnacle Dr Ste 600 McLean VA 22102
Private Residence Katy TX
1850 Gateway Dr Ste 700 San Mateo CA 94404
11 State St Ste 206 Pittsford NY 14534
35 Village Rd Ste 100 Middleton MA 1949
1300 Dove St Ste 300 Newport Beach CA 92660
Private Residence Phoenixville PA
2813 E Dupont Rd Fort Wayne IN 46825
Private Residence Fayetteville AR
Private Residence Jenkintown PA
13475 Danielson St Poway CA 92064
Private Residence Escondido CA
Private Residence Redondo Beach CA
Private Residence Corona CA
Private Residence Austin TX
Private Residence Saint Simons Island GA
Private Residence Lansdale PA
Private Residence Chicago IL
Private Residence Kansas City MO
149 N 1200 E Lehi UT 84043
2 Commerce Dr Ste 207 Bedford NH 3110
9433 Fm 2244 Rd Ste 201 Austin TX 78733
3500 American Blvd W Ste 450 Minneapolis MN 55431
11120 E Mission Ln Scottsdale AZ 85259
725 Wildwood Rd SW Roanoke VA 24014
346 Shelburne Rd Burlington VT 5401
10 Dorrance St Ste 524 Providence RI 2903
149 N 1200 E Ste 110 Lehi UT 84043
2228 Cottondale Ln Ste 250 Little Rock AR 72202
15885 W National Ave New Berlin WI 53151
3091 College Park Dr Ste 240-31 Conroe TX 77384
437 Newman Springs Rd Lincroft NJ 7738
1979 W Littleton Blvd Littleton CO 80120
5401 Business Park S Ste 122 Bakersfield CA 93309
18 Lenox Rd Peabody MA 1960

Services Offered

Services Offered
No items found.

Recent News

World Investments, Inc. Acquires Freeman & Vannauker
Broker-dealer affiliate of World Investment Advisors Welcomes $190 million NYC Metro-Area Firm.
World Investment Advisors Announces New Custodial Relationship with Raymond James
New partnership establishes unique offering to the RIA market and further establishes World as an ideal destination for top-performing advisors
World Investment Advisors Acquires Boston Harbor Wealth Advisors
$3.5 billion firm joins World to expand its growth strategy and enhance its offering to advisors and clients.
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Match confidence
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video Overview
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Acquisitions

Number of Acqusitions
14

Success

Partner Success Story Data
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N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Data Currently Unavailable

Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

[Description]

Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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World Investment Advisors's Ideal Partner

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