RIA Intel›Advisers›Missouri›FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC

Advisory

N·SPRINGFIELD, MO

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$9.8B

1-Year AUM Growth

+13.1%

3-Year CAGR

+21.4%

Employees

78

Assets Under Management

Total AUM$9.8B

Discretionary AUM$9.6B

Non-Discretionary AUM$170M

Discretionary %98.3%

Total Clients4,398

Team

Total Employees78

Investment Advisers123

Employee Growth (1Y)-5.2%

Filing History

Total Filings on Record89

First FilingApr 30, 2001

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 89 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FORVIS MAZARS WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.