# Forvis Mazars Wealth Advisors, LLC

> Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment advisory firm in Springfield, MO, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 110905
- Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC
- Also doing business as: FORVIS MAZARS PRIVATE CLIENT, FORVIS MAZARS WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, MO
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110905
- AdvisorCensus page: https://advisorcensus.com/firm/forvis-mazars-wealth-advisors-llc-springfield-mo-110905

## Quick answers

**How is Forvis Mazars Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forvis Mazars Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Forvis Mazars Wealth Advisors, LLC located?**
Forvis Mazars Wealth Advisors, LLC's principal office is in Springfield, MO, according to its Form ADV; the September 2026 filing also lists 25 other offices (Schedule D, Section 1.F).

**Is Forvis Mazars Wealth Advisors, LLC registered with the SEC or a state?**
Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 110905.

**How much does Forvis Mazars Wealth Advisors, LLC manage?**
Forvis Mazars Wealth Advisors, LLC reports $12,005,962,400 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (98% discretionary).

**How have Forvis Mazars Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Forvis Mazars Wealth Advisors, LLC: Regulatory assets under management: $4,977,813,015 in the October 2021 data and $12,005,962,400 in the October 2026 data, up 141%. Total employees: 72 in October 2021 and 124 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Forvis Mazars Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,431); high net worth individuals (1,898); charitable organizations (139).

**Which custodians does Forvis Mazars Wealth Advisors, LLC use?**
Forvis Mazars Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Forvis Mazars Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110905

**What changed in Forvis Mazars Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 78 to 82. Regulatory assets under management went from $9,751,986,659 to $12,005,962,400 (+23%). Changed its office addresses in Asheville, NC. Changed its office addresses in Charleston, SC. Changed its office addresses in Chicago, IL. Changed its office addresses in Dallas, TX. Added an office in Fort Wayne, IN. Added an office in Oak Brook, IL. No longer lists an office in Greenville, NC. No longer lists an office in Oakbrook Terrace, IL. Registered or notice-filed in DE, NM.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $12,005,962,400
- Discretionary: $11,823,764,830
- Non-discretionary: $182,197,570

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,431 | $1,090,730,935 |
| High net worth individuals | 1,898 | $9,930,301,714 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $212,889,711 |
| Charitable organizations | 139 | $361,327,475 |
| Corporations or other businesses not listed above | 70 | $410,712,565 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (26 years)
- Employees: 124 total, 82 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Asheville, NC
- Austin, TX
- Charleston, SC
- Charlotte, NC
- Chicago, IL
- Dallas, TX
- Denver, CO
- Fort Wayne, IN
- Fort Worth, TX
- Greensboro, NC
- Greenville, SC
- Hendersonville, NC
- Houston, TX
- Indianapolis, IN
- Jacksonville, FL
- Kansas City, MO
- Little Rock, AR
- Oak Brook, IL
- Omaha, NE
- Raleigh, NC
- San Antonio, TX
- St. Louis, MO
- Summerville, SC
- Tysons, VA
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- [forvismazars.us](https://forvismazars.us)
- [forvismazars.us/industries/private-client](https://forvismazars.us/industries/private-client)
- [forvismazarsprivateclient.portal.tamaracinc.com](https://forvismazarsprivateclient.portal.tamaracinc.com)
- LinkedIn @forvis-mazars-us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,977,813,015 | 72 | August 27, 2021 |
| October 2022 | $7,399,111,171 | 117 | August 31, 2022 |
| October 2023 | $7,888,121,845 | 120 | August 18, 2023 |
| October 2024 | $8,922,002,847 | 117 | August 30, 2024 |
| October 2025 | $8,922,002,847 | 117 | January 16, 2025 |
| October 2026 | $12,005,962,400 | 124 | August 25, 2026 |

Regulatory assets under management: $4,977,813,015 in the October 2021 data and $12,005,962,400 in the October 2026 data, up 141%.
Total employees: 72 in October 2021 and 124 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 78 to 82.
- Regulatory assets under management went from $9,751,986,659 to $12,005,962,400 (+23%).
- Changed its office addresses in Asheville, NC.
- Changed its office addresses in Charleston, SC.
- Changed its office addresses in Chicago, IL.
- Changed its office addresses in Dallas, TX.
- Added an office in Fort Wayne, IN.
- Added an office in Oak Brook, IL.
- No longer lists an office in Greenville, NC.
- No longer lists an office in Oakbrook Terrace, IL.
- Registered or notice-filed in DE, NM.

### February 2026
- Changed its office addresses in Asheville, NC.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in NM, VT, WY.

### December 2025
- Employees performing advisory functions went from 73 to 78.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forvis Mazars Wealth Advisors, LLC (CRD 110905): Form ADV filing data as of October 2026.