Columbus, OH 445 Hutchinson Avenue 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
445 Hutchinson Avenue, Suite 860
Columbus OH 43235
Advisors at this office
6
Advisors at this office
Stephen O
Series 63, Series 65
Columbus, OH
World Investment Advisors, LLC
Stephen Oneill is a financial advisor at World Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory work, he is also an independent insurance agent specializing in non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered investment adviser serving individual, institutional, and retirement-plan clients. The firm offers portfolio management, advisory services, and financial planning through various models and tools, including both discretionary and non-discretionary strategies, supported by platform trading and monitoring systems.
Robert Z
ChFC®, Series 63, Series 66
Columbus, OH
World Investment Advisors, LLC
Robert Zaremba is a financial advisor with World Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior experience includes roles at Ameriprise and Raymond James Financial Services. Outside of advising, he occasionally participates in compensated electronic surveys. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals, institutional, and retirement-plan clients. The firm employs model-based and customized portfolio strategies across discretionary and non-discretionary solutions, supported by various trading and monitoring platforms.
Gregory R
Series 63, Series 66
Columbus, OH
World Investment Advisors, LLC
Gregory Rochte is a financial advisor at World Investment Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise Financial Services and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is involved in the sales and service of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered investment adviser that offers portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm utilizes both discretionary and non-discretionary strategies, combining model-based and customized portfolios supported by various trading and monitoring platforms.
Gerald C
Series 66
Columbus, OH
World Investment Advisors, LLC
Gerald Costa is a financial advisor with World Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with several firms, including Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., and currently leads Costa Capital Management LLC as CEO. Costa also serves as an independent contractor supporting Boston Harbor Wealth Advisors. World Investment Advisors, LLC is an SEC-registered firm providing portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm offers a range of investment solutions through discretionary and non-discretionary strategies, utilizing model-based and customized portfolios supported by advanced trading and monitoring platforms.
Brian H
Series 66
Columbus, OH
World Investment Advisors, LLC
Brian Herald is a financial advisor with World Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He is also active as a non-variable insurance agent, involved in the sales and servicing of non-variable insurance and annuity products. 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 offers a range of discretionary and non-discretionary solutions, utilizing model-based and customized portfolios supported by multiple trading and monitoring platforms.
David W
Series 63, Series 65
Columbus, OH
World Investment Advisors, LLC
David Williams is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Edward Jones, and Raymond James Financial Services. Outside of advisory services, he is involved in the sales and service of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered firm providing portfolio management and advisory services to individuals and institutional clients, including retirement plans and foundations. The firm offers diversified investment solutions using both discretionary and non-discretionary strategies, supported by a range of portfolio management and reporting tools.
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