Forvis Mazars Wealth Advisors, LLC

RIASEC RegisteredEst. 1999

Total AUM

$12B

Discretionary

$11.8B

98% of AUM

Avg account

$855K

Accounts

14,044

Employees

124

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: HNWI82.71%
Individuals9.08%
Corporations / Businesses3.42%
Charitable Organizations3.01%
Pension & Profit Sharing Plans1.77%
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 founded in 1999 that operates as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a blend of percentage of AUM, hourly rates and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, publication of periodic newsletters and educational seminars/workshops. The firm identifies as an active ESG investor and is structured as a limited liability company with domestic and individual ownership. The firm has been recognized in national rankings, appearing in the Financial Times’ Top 300 RIA Firms (2020) and multiple CNBC Top 100 Financial Advisory Firms lists (2020–2022).