Rogers, AR 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
5305 Village Pkwy, Ste. 5
Rogers AR 72758
Advisors at this office
4
Advisors at this office
Matthew K
CFP®
Rogers, AR
World Investment Advisors, LLC
Matthew Kendall is a CFP® professional at World Investment Advisors, LLC with two years of industry experience. Prior to joining World Investment Advisors, he worked at Pensionmark Financial Group and spent 24 years at Arvest Bank Group. Outside of his advisory role, Kendall serves on the boards of Arvest Mortgage and Waco Title and acts as a strategic advisor for their CEOs. He is also involved with a technology startup focused on AI-driven furniture staging and ecommerce. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and various institutional clients, including retirement plans and foundations. The firm offers both discretionary and non-discretionary solutions, utilizing model-based and customized portfolios supported by multiple trading and monitoring platforms.
Logan D
Series 65
Rogers, AR
World Investment Advisors, LLC
Logan Darby is a financial advisor with World Investment Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including service in the U.S. Navy and a role at Pensionmark Financial Group. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and various institutional and retirement clients. The firm offers both discretionary and non-discretionary solutions using model-based and customized portfolio strategies supported by advanced trading and monitoring platforms.
William K
CFA®, Series 63, Series 65
Rogers, AR
World Investment Advisors, LLC
William Kendall is a CFA® charterholder with 23 years of industry experience. He is currently with World Investment Advisors, LLC and has held prior roles at Pensionmark Securities, St Bernard Financial Services, and WealthPath Investment Advisors. Outside of his financial advisory work, Kendall serves as an alderman on the Rogers City Council and sits on the advisory board of Generations Bank. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm offers discretionary and non-discretionary solutions using model-based and customized portfolios supported by multiple trading and monitoring platforms.
Erik B
Series 65
Rogers, AR
World Investment Advisors, LLC
Erik Berry is a financial advisor with World Investment Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Pensionmark Financial Group, LLC dba Wealthpath and WealthPath Investment Advisors since 2014. Outside of his advisory role, he is involved in managing commercial property through Kendall Berry Properties, LLC. World Investment Advisors, LLC is an SEC-registered firm offering portfolio management and advisory services to individual and institutional clients, including retirement plans and endowments. The firm utilizes both discretionary and non-discretionary strategies, leveraging model-based and customized portfolios with a combination of fundamental, technical, and cyclical analysis.
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