FORVIS MAZARS WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 1999

Total AUM

$9.8B

Discretionary

$9.6B

98% of AUM

Avg account

$737K

Accounts

13,227

Employees

123

Advisory reps

Firm details

Headquarters: SPRINGFIELD, Missouri
CRD number: 110905
Registered since: October 28, 1999
Website: www.forvismazars.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.2%
Individuals11.86%
Corporations / Businesses4.53%
Charitable Organizations1.94%
Pension & Profit Sharing Plans1.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Forvis Mazars Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 1999 and operates as a limited liability company. The firm identifies as a capital allocator and serves both individual & family and institutional clients. Its advisory platform includes financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, along with client education through publications and seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm signals a commitment to environmental, social and governance (ESG) considerations in its investment process. Forvis Mazars Wealth Advisors has also received industry recognition, appearing on Financial Times’ Top 300 RIA Firms list in 2020 and on CNBC’s Top 100 Financial Advisory Firms lists in 2020, 2021 and 2022.