San Ramon, CA Alcosta Boulevard 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
12647 Alcosta Boulevard, Suite 440
San Ramon CA 94583
Advisors at this office
6
Advisors at this office
Michael A
Series 63, Series 66
San Ramon, CA
World Investment Advisors, LLC
Michael Aguado is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Pensionmark Financial Group, Lincoln Financial Advisors, and MetLife Securities. Outside of his advisory work, he is also licensed as an insurance agent offering health, disability, long-term care, and life insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm provides portfolio management, advisory services, and financial planning utilizing both discretionary and non-discretionary strategies supported by model-based and customized portfolios.
Prashant R
CFP®, Series 63
San Ramon, CA
World Investment Advisors, LLC
Prashant Ravani is a CFP® with 29 years of experience in the financial services industry. He is currently a financial advisor at World Investment Advisors, LLC and has previously worked at CBIZ Financial Solutions Inc., Pensionmark Securities, LLC, and World Investments, Inc. Ravani also serves as a managing director for Ravani Retirement & Wealth Solutions, providing retirement plan and wealth consulting services, and acts as a consultant for several expert network companies including GLG, Tegus, AlphaSights, and Insights Driven Research. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals and institutional clients such as retirement plans, foundations, and endowments. The firm provides a range of discretionary and non-discretionary investment solutions through model-based strategies and customized portfolios, supported by technology platforms and services including tax-managed overlay and direct indexing.
Justin W
Series 63, Series 65
San Ramon, CA
World Investment Advisors, LLC
Justin Woodfin is an advisor at World Investment Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at World Investments, Pensionmark Securities, MML Investors Services, MassMutual Life Insurance Company, U.S. Bancorp Investments, U.S. Bank, BBVA Compass Insurance Agency, and COMPASS Bank. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and institutional clients, including retirement-plan accounts. The firm offers discretionary and non-discretionary solutions utilizing model-based strategies and customized portfolios, supported by various trading and monitoring tools.
John K
Series 66
San Ramon, CA
World Investment Advisors, LLC
John Kim is a financial advisor with World Investment Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Pensionmark Securities, LLC. Outside of advising, he co-manages SOURJOHN-KIM RETIREMENT SOLUTIONS, LLC and serves as managing member and agent at Sourjohn-Kim Insurance Solutions, LLC, a fixed insurance brokerage. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and various institutional and retirement-plan clients. The firm utilizes both discretionary and non-discretionary strategies, supported by multiple platform tools, and manages a broad asset base across diverse accounts including 401(k), pension, foundation, and endowment portfolios.
Antonio D
Series 66
San Ramon, CA
World Investment Advisors, LLC
Antonio Dominguez is a financial advisor at World Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corp and Pensionmark Financial Group, LLC. Outside of his advisory role, he officiates youth and amateur basketball games in Northern California. 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 foundations. The firm offers a range of discretionary and non-discretionary solutions using model-based and customized strategies supported by various platform tools.
Rachel H
Series 66
San Ramon, CA
World Investment Advisors, LLC
Rachel Harris is a financial advisor at World Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Pensionmark Financial Group, and other firms. Harris is also involved with insurance-related activities through Sourjohn Kim Retirement Solutions and Sourjohn Kim Insurance Solutions. World Investment Advisors, LLC provides portfolio management and advisory services to individuals as well as institutional and retirement-plan clients. The firm utilizes both discretionary and non-discretionary strategies, offering model-based and customized portfolios supported by various trading and monitoring platforms.
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