SPRINGFIELD, MOCRD 110905Latest ADV March 25, 2026
Forvis Mazars Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, MO. Its latest Form ADV filing, dated March 25, 2026, reports $9.8B in regulatory assets under management, 123 employees, 62 offices, and 13,227 accounts.
Assets Under Management
$9.8B
Employees
123
Offices
62 offices
Total Clients
4,398
Primary office
SPRINGFIELD, MO
910 EAST ST LOUIS ST, SPRINGFIELD, MO, United States
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
2,509
2
HNWI
38.1%
1,674
3
Charitable
2.1%
94
4
Corporations
2.1%
92
5
Pension Plans
0.7%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.8Bas of March 25, 2026
Discretionary98.3%
$9.6B
98% of total RAUM98.3%
Non-discretionary1.7%
$170M
2% of total RAUM1.7%
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$9.8B
Total Accounts13,227
10Y AUM Change+$7.2B (+286.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees123
Clients per Employee36:1
10Y Employee Change+54 (+78.3%)
* 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.