About
Our Philosophy

Provide satisfaction guaranteed investment analytics, portfolio construction and proposal generation applications at the lowest possible prices.

The pioneer

We provide fintech traditionally reserved for institutional advisors to the wealth management industry.

Philip S. Wilson
Founder

  • 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.

  • Recognition in the industry

    Recognition in the industry

    AdvisoryWorld is largely recognized as the leading provider of highly customizable investment analytics, portfolio construction and proposal generation applications to the wealth management industry. The Company's technology has racked up dozens of awards including acknowledgement for its user experience, integration and risk profiling capabilities at events such as FUSE and the WealthManagement.com Industry Awards.