Wealth Manager
    SEC Registered
    Manages Private Funds

    Forvis Mazars Wealth Advisors, LLC

    Registered investment advisor · Springfield, Missouri · CRD #110905

    Assets Under Management
    $9.8B
    Client Accounts
    13,227
    Employees
    123
    CRD Number
    110905
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Forvis Mazars Wealth Advisors, LLC

    Forvis Mazars US is the U.S. branch of Forvis Mazars, an international audit, accounting, and consulting firm established in June 2024. This firm emerged from a collaboration between Forvis, formed in 2022 from the merger of BKD and DHG, and the global Mazars firm. With over 7,000 team members across 29 states, Forvis Mazars operates as Forvis Mazars LLP in the United States. The firm offers a range of services, including audit and assurance, tax, advisory, and consulting. It combines global re

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Forvis Mazars Wealth Advisors, LLC

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    Frequently Asked Questions

    What is Forvis Mazars Wealth Advisors, LLC's AUM?

    Forvis Mazars Wealth Advisors, LLC reports approximately $9.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Forvis Mazars Wealth Advisors, LLC headquartered?

    Forvis Mazars Wealth Advisors, LLC is headquartered in Springfield, Missouri.

    What is Forvis Mazars Wealth Advisors, LLC's CRD number?

    Forvis Mazars Wealth Advisors, LLC's CRD number is 110905. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Forvis Mazars Wealth Advisors, LLC manage?

    Forvis Mazars Wealth Advisors, LLC manages approximately 13,227 client accounts according to its latest SEC filing.

    Is Forvis Mazars Wealth Advisors, LLC SEC registered?

    Yes, Forvis Mazars Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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