Wealth Management at our Core
AdvisoryWorld, formerly Wilson Associates, was founded in 1987 by Philip S. Wilson. When Wilson, a well-respected institutional advisor, recognized that many tried and true practices that he and other reputable institutional firms followed were not being employed by retail advisors, he launched AdvisoryWorld to share his technological knowledge-base with investment advisors. The Company continues to be a leading provider of asset allocation, multi-security modeling, optimization, hypothetical illustrations, capital market estimates & forecasting, cash-flow analysis, Monte Carlo simulation and security and portfolio analysis software to the professional advisor community. The senior officers of the Company have more than 60 years of experience in investments, financial services and technology. As a leader in the financial services industry, the Company enhances its products several times a year based on industry trends and customer requests. AdvisoryWorld is a wholly owned subsidiary of LPL Financial LLC.