Moss Adams Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $5.8B in regulatory assets under management, 56 employees, 10 offices, and 4,790 accounts.
Assets Under Management
$5.8B
Employees
56
Offices
10 offices
Total Clients
1,246
Primary office
SEATTLE, WA
999 THIRD AVE STE 2800, SEATTLE, WA, United States
Top client segmentHNWI represent 80.4% of total clients.
Top client categories% of clientsClients
1
HNWI
80.4%
1,002
2
Individuals
13.4%
167
3
Corporations
5.3%
66
4
Charitable
0.5%
6
5
Insurance Cos.
0.4%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
TRIBAL GOVERNMENT ENTERPRISES<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.8Bas of March 31, 2026
Discretionary76.5%
$4.4B
76% of total RAUM76.5%
Non-discretionary23.5%
$1.4B
24% of total RAUM23.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.8B
Total Accounts4,790
10Y AUM Change+$3.6B (+169.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee22:1
10Y Employee Change+10 (+21.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.