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FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905File 801-56928
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.01B
Top 10% of cohort (national)
Discretionary AUM
$11.82B
Non-discretionary $182.2M
Clients
4,584
14,044 accounts
Employees
124
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 28, 1999
- Principal office
- 910 EAST ST LOUIS ST, SPRINGFIELD, MO, 65806
- Phone
- 417.831.7283
- Website
- https://www.forvismazars.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.01B
- Discretionary AUM
- $11.82B
- Non-discretionary AUM
- $182.2M
- Discretionary accounts
- 13,941
- Non-discretionary accounts
- 103
- Total accounts
- 14,044
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 70 | $410.7M |
| Charitable organizations | 139 | $361.3M |
| High net worth individuals | 1,898 | $9.93B |
| Pension and profit sharing plans | 46 | $212.9M |
| Individuals (other than high net worth individuals) | 2,431 | $1.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 26, 2026 | Employees | 123 | 124 | increased by1 |
| Aug 26, 2026 | Clients | 4,398 | 4,584 | increased by186 |
| Aug 26, 2026 | AUM | $9,751,986,659 | $12,005,962,400 | increased by$2,253,975,741 |
| Aug 26, 2026 | Accounts | 13,227 | 14,044 | increased by817 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 117 | 123 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4,514 | 4,398 | decreased by116 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $8,922,002,847 | $9,751,986,659 | increased by$829,983,812 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 12,871 | 13,227 | increased by356 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,161 | 4,514 | increased by353 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,399,111,171 | $8,922,002,847 | increased by$1,522,891,676 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11,893 | 12,871 | increased by978 |
| Sep 1, 2022 | Employees | 118 | 117 | decreased by1 |
| Sep 1, 2022 | Clients | 4,156 | 4,161 | increased by5 |
| Sep 1, 2022 | AUM | $7,714,005,352 | $7,399,111,171 | decreased by$314,894,181 |
| Sep 1, 2022 | Accounts | 11,417 | 11,893 | increased by476 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORVIS MAZARS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORVIS MAZARS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.