MOSS ADAMS WEALTH ADVISORS LLC
CRD #108917 SEC #801-58074 SEATTLE, WA 206-302-6500
SEC Registered
Total AUM
$4.8B
Discretionary
$3.8B
Employees
60
Clients
--
Accounts
4,627
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $4.8B | $3.8B | $998.9M | 60 | 42 |
| Jun 2025 | $4.8B | $3.8B | $998.9M | 60 | 42 |
| Mar 2025 | $4.8B | $3.8B | $998.9M | 60 | 42 |
| Mar 2024 | $3.9B | $2.9B | $1B | 68 | 28 |
| Mar 2024 | $3.3B | $2.8B | $576.5M | 67 | 57 |
| Mar 2024 | $3.3B | $2.8B | $576.5M | 67 | 57 |
| Feb 2024 | $3.3B | $2.8B | $576.5M | 67 | 57 |
| Mar 2023 | $3.3B | $2.8B | $576.5M | 67 | 57 |
| Mar 2022 | $3.6B | $2.8B | $747.9M | 62 | 85 |
| Feb 2022 | $2.8B | $2.2B | $560.2M | 55 | 30 |
| Mar 2021 | $2.8B | $2.2B | $560.2M | 55 | 30 |
| Feb 2021 | $2.8B | $2.8B | $40.4M | 50 | 29 |
| Jun 2020 | $2.8B | $2.8B | $40.4M | 50 | 29 |
| Apr 2020 | $2.8B | $2.8B | $40.4M | 50 | 29 |
| Mar 2019 | $2.4B | $2.4B | $38.3M | 55 | 27 |
| Mar 2018 | $2.4B | $2B | $316.2M | 50 | 0 |
| Sep 2017 | $2.1B | $1.8B | $304.8M | 46 | 1,000 |
| Mar 2017 | $2.1B | $1.8B | $304.8M | 46 | 1,000 |
| Sep 2016 | $2B | $238.6M | $1.8B | 46 | 1,000 |
| Jun 2016 | $2B | $238.6M | $1.8B | 46 | 1,000 |
| Apr 2016 | $2B | $238.6M | $1.8B | 46 | 1,000 |
| Mar 2016 | $2B | $238.6M | $1.8B | 46 | 1,000 |
| Mar 2015 | $1.9B | $1.8B | $171.7M | 42 | 1,000 |
| Mar 2014 | $1.6B | $1.4B | $172.8M | 41 | 900 |
| Apr 2013 | $1.3B | $1.2B | $96M | 36 | 900 |
| Mar 2012 | $1.2B | $1.1B | $81.2M | 11 | 900 |
| Mar 2011 | $1.1B | $1B | $78.9M | -- | -- |
| Mar 2010 | $812.8M | $800.1M | $12.6M | -- | -- |
| Apr 2009 | $698.2M | $677.9M | $20.3M | -- | -- |
| Mar 2009 | $698.2M | $677.9M | $20.3M | -- | -- |
| Sep 2007 | $1B | $978.8M | $37.7M | -- | -- |
| Mar 2007 | $1B | $978.8M | $37.7M | -- | -- |
| Nov 2006 | $918.2M | $880.9M | $37.3M | -- | -- |
| Mar 2006 | $831M | $825.9M | $5.1M | -- | -- |
| Mar 2004 | $441M | $441M | $0 | -- | -- |
DateJul 2025
Total AUM$4.8B
Discretionary$3.8B
Non-Disc.$998.9M
Employees60
Clients42
DateJun 2025
Total AUM$4.8B
Discretionary$3.8B
Non-Disc.$998.9M
Employees60
Clients42
DateMar 2025
Total AUM$4.8B
Discretionary$3.8B
Non-Disc.$998.9M
Employees60
Clients42
DateMar 2024
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$1B
Employees68
Clients28
DateMar 2024
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$576.5M
Employees67
Clients57
DateMar 2024
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$576.5M
Employees67
Clients57
DateFeb 2024
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$576.5M
Employees67
Clients57
DateMar 2023
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$576.5M
Employees67
Clients57
DateMar 2022
Total AUM$3.6B
Discretionary$2.8B
Non-Disc.$747.9M
Employees62
Clients85
DateFeb 2022
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$560.2M
Employees55
Clients30
DateMar 2021
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$560.2M
Employees55
Clients30
DateFeb 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$40.4M
Employees50
Clients29
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$40.4M
Employees50
Clients29
DateApr 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$40.4M
Employees50
Clients29
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$38.3M
Employees55
Clients27
DateMar 2018
Total AUM$2.4B
Discretionary$2B
Non-Disc.$316.2M
Employees50
Clients0
DateSep 2017
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$304.8M
Employees46
Clients1,000
DateMar 2017
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$304.8M
Employees46
Clients1,000
DateSep 2016
Total AUM$2B
Discretionary$238.6M
Non-Disc.$1.8B
Employees46
Clients1,000
DateJun 2016
Total AUM$2B
Discretionary$238.6M
Non-Disc.$1.8B
Employees46
Clients1,000
DateApr 2016
Total AUM$2B
Discretionary$238.6M
Non-Disc.$1.8B
Employees46
Clients1,000
DateMar 2016
Total AUM$2B
Discretionary$238.6M
Non-Disc.$1.8B
Employees46
Clients1,000
DateMar 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$171.7M
Employees42
Clients1,000
DateMar 2014
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$172.8M
Employees41
Clients900
DateApr 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$96M
Employees36
Clients900
DateMar 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$81.2M
Employees11
Clients900
DateMar 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$78.9M
Employees--
Clients--
DateMar 2010
Total AUM$812.8M
Discretionary$800.1M
Non-Disc.$12.6M
Employees--
Clients--
DateApr 2009
Total AUM$698.2M
Discretionary$677.9M
Non-Disc.$20.3M
Employees--
Clients--
DateMar 2009
Total AUM$698.2M
Discretionary$677.9M
Non-Disc.$20.3M
Employees--
Clients--
DateSep 2007
Total AUM$1B
Discretionary$978.8M
Non-Disc.$37.7M
Employees--
Clients--
DateMar 2007
Total AUM$1B
Discretionary$978.8M
Non-Disc.$37.7M
Employees--
Clients--
DateNov 2006
Total AUM$918.2M
Discretionary$880.9M
Non-Disc.$37.3M
Employees--
Clients--
DateMar 2006
Total AUM$831M
Discretionary$825.9M
Non-Disc.$5.1M
Employees--
Clients--
DateMar 2004
Total AUM$441M
Discretionary$441M
Non-Disc.$0
Employees--
Clients--