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Individuals

Feel confident about your financial future.

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Employers

Manage your employee retirement plans.

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Advisors

Evolve your practice and provide more value.

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Relationships. Resources. Results.

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Experience the best of both worlds

Our dedicated advisors build trusted relationships while delivering personalized financial services and solutions for you. Using our extensive resources and industry expertise we empower you to make informed decisions and approach the future with confidence.

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By the numbers

$ 0 B+*

Assets Supported

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Retirement Plans & Wealth Clients

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Advisors & Staff

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Branches

*As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.