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 operating as a limited liability company and registered with the SEC since 1999. The firm advises both individuals/families and institutional clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, periodic publications, and educational workshops. Its fee schedules include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm identifies as a capital allocator and reports active incorporation of environmental, social, and governance (ESG) considerations into its investment approach. Forvis Mazars Wealth Advisors has appeared on several industry lists, including Financial Times’ Top 300 RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2020–2022).