Berwyn, PA Office
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About
World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.
The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.
Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.
Based on World Investment Advisors, LLC
Expertise
Based on World Investment Advisors, LLC
Location
1055 Westlakes Drive, Suite 130
Berwyn PA 19312
Advisors at this office
4
Advisors at this office
Andrew D
Series 63, Series 65
Berwyn, PA
World Investment Advisors, LLC
Andrew Dugery is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and totaling 23 years of industry experience. His prior work includes roles at Wealth Advisory Group, BCG Securities, and Raymond James Financial. He is also active as a non-variable insurance agent. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm employs both discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by comprehensive trading and monitoring platforms.
Brian S
Series 63, Series 65
Berwyn, PA
World Investment Advisors, LLC
Brian Sullivan is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wealth Advisory Group, Inc. for 10 years and BCG Securities for 14 years. Outside of his advisory role, he is involved with Sullivan and Company, LLC, providing services related to non-variable insurance and annuities. World Investment Advisors, LLC offers portfolio management and advisory services to individual and institutional clients, including retirement plans and foundations. The firm utilizes both discretionary and non-discretionary strategies, combining model-based and customized portfolios supported by advanced trading and monitoring tools.
Robert N
CFA®, Series 63, Series 65
Berwyn, PA
World Investment Advisors, LLC
Robert Norton is a CFA charterholder with 21 years of industry experience. He is currently with World Investment Advisors, LLC and previously worked at Wealth Advisory Group, Inc. and Portfolio Performance Partners. Norton serves as a President Council Representative for the CFA Institute and is a board member of the CFA Society Philadelphia. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm employs model-based and customized portfolio strategies, offering discretionary and non-discretionary solutions across a broad platform of tools and services.
Gerald P
Series 63, Series 66
Berwyn, PA
World Investment Advisors, LLC
Gerald Preschutti Jr. is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at Wealth Advisory Group, Inc. and BCG Securities, Inc. He is also an insurance agent involved in sales and service of employee benefits and non-variable insurance products. World Investment Advisors, LLC provides portfolio management and advisory services to individual and institutional clients, including retirement plans and endowments, using a range of discretionary and non-discretionary strategies supported by model-based and customized portfolio management tools.
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