Moss Adams Wealth Advisors LLC
Registered investment advisor · Seattle, Washington · CRD #108917
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Moss Adams Wealth Advisors LLC
Moss Adams LLP is a prominent public accounting firm founded in 1913 by John G. McIntosh in Seattle, Washington. It was one of the largest firms in the United States, ranking 11th among the top 100 accounting firms globally. With approximately 3,800 employees and over 380 partners, Moss Adams operated from 33 locations across the western United States. In 2025, it combined operations with Baker Tilly, forming the sixth-largest advisory CPA firm in the country. The firm offered a wide range of p
Fee Structure
Frequently Asked Questions
What is Moss Adams Wealth Advisors LLC's AUM?
Moss Adams Wealth Advisors LLC reports approximately $5.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Moss Adams Wealth Advisors LLC headquartered?
Moss Adams Wealth Advisors LLC is headquartered in Seattle, Washington.
What is Moss Adams Wealth Advisors LLC's CRD number?
Moss Adams Wealth Advisors LLC's CRD number is 108917. 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 Moss Adams Wealth Advisors LLC manage?
Moss Adams Wealth Advisors LLC manages approximately 4,790 client accounts according to its latest SEC filing.
Is Moss Adams Wealth Advisors LLC SEC registered?
Yes, Moss Adams Wealth Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.
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