DBA: WORLD ADVISORY SERVICES
| Total AUM | $1.73B |
| Discretionary | $1.64B94% of AUM |
| Non-Discretionary | $98.4M |
| Client Accounts | 4,697 |
| Avg Account Size | $369K |
| Employees | 217 |
| Peak AUM | $1.73BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +31.6% | +12.1% | +15.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.73B |
| Discretionary | $1.64B |
| Employees | 217 |
| Client Accounts | 4697 |
| Client Range | More than 500 |
Address
437 NEWMAN SPRINGS RD
LINCROFT NJ 07738
Phone
732-758-9300
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
94.3% of AUM
Non-Discretionary
$98M
5.7% of AUM
Disc. mix ▼ 3.2pp vs 1 year ago
| +15.7% /yrover 25 yrs · 58 filings |
Total AUM
$1.7B
| $1.6B |
| +27.3% |
| +13.7% |
| +16.5% |
| Non-Disc. AUM | $98M | +200.0% | 6.8% | +3.5% |
| Total Accounts | 5k | 10.3% | 4.9% | +4.2% |
| Avg Account Size | $369,337.949 | +46.8% | +17.8% | +10.9% |
| Employees | 217 | +40.0% | +11.4% | +4.5% |
| AUM / Employee | $8M | 6.0% | +0.6% | +10.5% |
Client AUM Segments | |||||
| Wealth AUM | $1.7B | +31.6% | +12.1% | +15.5% | |
Client Count Segments | |||||
| HNW Clients | 3k | 2.1% | 4.1% | +4.1% | |
| Individuals | 192 | 14.7% | 11.3% | 30.1% | |