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FORVIS MAZARS WEALTH ADVISORS, LLC

SPRINGFIELD, MO · CRD 110905 · IAPD ↗ · forvismazars.us · 417.831.7283

$12.01BRegulatory AUM
82Advisory reps
124Employees
113Clients
More than 500Planning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
September 2026 — FORVIS MAZARS WEALTH ADVISORS, LLC notice-filed in DE, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — FORVIS MAZARS WEALTH ADVISORS, LLC added office(s): 62 -> 65 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — FORVIS MAZARS WEALTH ADVISORS, LLC added office(s): 52 -> 62 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — FORVIS MAZARS WEALTH ADVISORS, LLC grew from 73 to 78 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
July 2024 — FORVIS WEALTH ADVISORS, LLC is now doing business as FORVIS MAZARS WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.