Forvis Mazars Wealth Advisors, LLC

RIASEC Registered

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 structured as an LLC and registered with the SEC in 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, third‑party adviser selection, investor education, and periodic publications. Its fee models include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and functions as a capital allocator, deploying client capital across public funds, third‑party alternative managers, and other vehicles. Industry relationships include broker‑dealer and accounting affiliations. Forvis Mazars Wealth Advisors has been recognized in industry lists, including Financial Times’ Top 300 RIAs (2020) and CNBC’s Top 100 Financial Advisory Firms in 2020, 2021, and 2022.