FORVIS MAZARS WEALTH ADVISORS, LLC
CRD #110905 SEC #801-56928 SPRINGFIELD, MO 417.831.7283
SEC Registered
Total AUM
$9.8B
Discretionary
$9.6B
Employees
123
Clients
--
Accounts
13,227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $9.8B | $9.6B | $169.8M | 123 | 113 |
| Aug 2025 | $9.8B | $9.6B | $169.8M | 123 | 113 |
| Jan 2025 | $8.9B | $8.8B | $141.5M | 117 | 145 |
| Aug 2024 | $8.9B | $8.8B | $141.5M | 117 | 145 |
| Jun 2024 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| Jun 2024 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| Jun 2024 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| Feb 2024 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| Oct 2023 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| Aug 2023 | $7.9B | $7.7B | $174.5M | 120 | 184 |
| May 2023 | $7.4B | $7.3B | $148.3M | 120 | 190 |
| Jan 2023 | $7.4B | $7.3B | $148.3M | 120 | 190 |
| Dec 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Oct 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Oct 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Oct 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Aug 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Aug 2022 | $7.4B | $7.3B | $148.3M | 117 | 190 |
| Jun 2022 | $7.7B | $7.5B | $170M | 118 | 198 |
| May 2022 | $7.7B | $7.5B | $170M | 118 | 198 |
| May 2022 | $7.7B | $7.5B | $170M | 118 | 198 |
| Apr 2022 | $5B | $4.8B | $182.6M | 72 | 99 |
| Apr 2022 | $5B | $4.8B | $182.6M | 72 | 99 |
| Dec 2021 | $5B | $4.8B | $182.6M | 72 | 99 |
| Aug 2021 | $5B | $182.6M | $4.8B | 72 | 99 |
| Aug 2021 | $5B | $182.6M | $4.8B | 72 | 99 |
| Jun 2021 | $3.7B | $3.6B | $119M | 70 | 103 |
| Apr 2021 | $3.7B | $3.6B | $119M | 70 | 103 |
| Apr 2021 | $3.7B | $3.6B | $119M | 70 | 103 |
| Jan 2021 | $3.7B | $3.6B | $119M | 70 | 103 |
| Jan 2021 | $3.7B | $3.6B | $119M | 70 | 103 |
| Dec 2020 | $3.7B | $3.6B | $119M | 70 | 103 |
| Sep 2020 | $3.7B | $3.6B | $119M | 70 | 103 |
| Sep 2020 | $3.7B | $3.6B | $119M | 70 | 103 |
| Aug 2020 | $3.7B | $3.6B | $119M | 70 | 103 |
| Jun 2020 | $3.2B | $3B | $181.4M | 69 | 119 |
| Feb 2020 | $3.2B | $3B | $181.4M | 69 | 119 |
| Jan 2020 | $3.2B | $3B | $181.4M | 69 | 119 |
| Dec 2019 | $3.2B | $3B | $181.4M | 69 | 119 |
| Jul 2019 | $3.2B | $3B | $181.4M | 69 | 119 |
| Jan 2019 | $3.1B | $2.9B | $155.7M | 66 | 134 |
| Oct 2018 | $3.1B | $2.9B | $155.7M | 66 | 134 |
| Aug 2018 | $3.1B | $2.9B | $155.7M | 66 | 134 |
| Jul 2018 | $2.8B | $2.7B | $122.3M | 61 | 128 |
| Nov 2017 | $2.8B | $2.7B | $122.3M | 61 | 128 |
| Sep 2017 | $2.8B | $2.7B | $122.3M | 69 | 1,400 |
| Sep 2017 | $2.8B | $2.7B | $122.3M | 69 | 1,400 |
| Aug 2017 | $2.8B | $2.7B | $122.3M | 69 | 1,400 |
| Mar 2017 | $2.5B | $2.4B | $107.3M | 69 | 1,400 |
| Aug 2016 | $2.5B | $2.4B | $107.3M | 69 | 1,400 |
| Jan 2016 | $2.6B | $2.5B | $134.4M | 64 | 1,400 |
| Oct 2015 | $2.6B | $2.5B | $134.4M | 64 | 1,400 |
| Aug 2015 | $2.6B | $2.5B | $134.4M | 64 | 1,400 |
| Apr 2015 | $2.5B | $2.3B | $200.3M | 62 | 1,400 |
| Mar 2015 | $2.5B | $2.3B | $200.3M | 62 | 1,400 |
| Mar 2015 | $2.5B | $2.3B | $200.3M | 62 | 1,400 |
| Dec 2014 | $2.5B | $2.3B | $200.3M | 62 | 1,400 |
| Nov 2014 | $2.4B | $2.2B | $165.3M | 62 | 1,400 |
| Aug 2014 | $2.4B | $2.2B | $165.3M | 51 | 1,100 |
| Jan 2014 | $2B | $1.9B | $87.9M | 53 | 1,100 |
| Nov 2013 | $2B | $1.9B | $87.9M | 53 | 1,100 |
| Aug 2013 | $2B | $1.9B | $87.9M | 53 | 1,100 |
| Oct 2012 | $1.7B | $1.6B | $77.7M | 51 | 1,000 |
| Aug 2012 | $1.7B | $1.6B | $77.7M | 51 | 1,000 |
| Apr 2012 | $1.5B | $1.4B | $48.8M | 51 | 1,000 |
| Mar 2012 | $1.5B | $1.4B | $48.8M | 51 | 1,000 |
| Dec 2011 | $1.9B | $1.5B | $378.7M | 51 | 1,000 |
| Aug 2011 | $1.9B | $1.5B | $378.7M | 51 | -- |
| Apr 2011 | $1.8B | $1.4B | $356.3M | 51 | -- |
| Aug 2010 | $1.3B | $1.2B | $90.7M | 51 | -- |
| Oct 2009 | $1.1B | $94.3M | $1B | 51 | -- |
| Aug 2007 | $1.2B | $1.1B | $116M | 51 | -- |
| May 2007 | $1.1B | $828.9M | $248.3M | 51 | -- |
| Jan 2007 | $1.1B | $828.9M | $248.3M | 51 | -- |
| Nov 2006 | $1.1B | $828.9M | $248.3M | 51 | -- |
| Sep 2004 | $602.1M | $503.3M | $98.8M | 51 | -- |
| Mar 2002 | $389.9M | $216.6M | $173.3M | -- | -- |
| Mar 2002 | $389.9M | $216.6M | $173.3M | -- | -- |
DateSep 2025
Total AUM$9.8B
Discretionary$9.6B
Non-Disc.$169.8M
Employees123
Clients113
DateAug 2025
Total AUM$9.8B
Discretionary$9.6B
Non-Disc.$169.8M
Employees123
Clients113
DateJan 2025
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$141.5M
Employees117
Clients145
DateAug 2024
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$141.5M
Employees117
Clients145
DateJun 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateJun 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateJun 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateFeb 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateOct 2023
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateAug 2023
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$174.5M
Employees120
Clients184
DateMay 2023
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees120
Clients190
DateJan 2023
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees120
Clients190
DateDec 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateOct 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateOct 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateOct 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateAug 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateAug 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$148.3M
Employees117
Clients190
DateJun 2022
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$170M
Employees118
Clients198
DateMay 2022
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$170M
Employees118
Clients198
DateMay 2022
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$170M
Employees118
Clients198
DateApr 2022
Total AUM$5B
Discretionary$4.8B
Non-Disc.$182.6M
Employees72
Clients99
DateApr 2022
Total AUM$5B
Discretionary$4.8B
Non-Disc.$182.6M
Employees72
Clients99
DateDec 2021
Total AUM$5B
Discretionary$4.8B
Non-Disc.$182.6M
Employees72
Clients99
DateAug 2021
Total AUM$5B
Discretionary$182.6M
Non-Disc.$4.8B
Employees72
Clients99
DateAug 2021
Total AUM$5B
Discretionary$182.6M
Non-Disc.$4.8B
Employees72
Clients99
DateJun 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateApr 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateApr 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateJan 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateJan 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateDec 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateSep 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateSep 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateAug 2020
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$119M
Employees70
Clients103
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$181.4M
Employees69
Clients119
DateFeb 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$181.4M
Employees69
Clients119
DateJan 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$181.4M
Employees69
Clients119
DateDec 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$181.4M
Employees69
Clients119
DateJul 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$181.4M
Employees69
Clients119
DateJan 2019
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$155.7M
Employees66
Clients134
DateOct 2018
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$155.7M
Employees66
Clients134
DateAug 2018
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$155.7M
Employees66
Clients134
DateJul 2018
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$122.3M
Employees61
Clients128
DateNov 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$122.3M
Employees61
Clients128
DateSep 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$122.3M
Employees69
Clients1,400
DateSep 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$122.3M
Employees69
Clients1,400
DateAug 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$122.3M
Employees69
Clients1,400
DateMar 2017
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$107.3M
Employees69
Clients1,400
DateAug 2016
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$107.3M
Employees69
Clients1,400
DateJan 2016
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$134.4M
Employees64
Clients1,400
DateOct 2015
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$134.4M
Employees64
Clients1,400
DateAug 2015
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$134.4M
Employees64
Clients1,400
DateApr 2015
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$200.3M
Employees62
Clients1,400
DateMar 2015
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$200.3M
Employees62
Clients1,400
DateMar 2015
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$200.3M
Employees62
Clients1,400
DateDec 2014
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$200.3M
Employees62
Clients1,400
DateNov 2014
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$165.3M
Employees62
Clients1,400
DateAug 2014
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$165.3M
Employees51
Clients1,100
DateJan 2014
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.9M
Employees53
Clients1,100
DateNov 2013
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.9M
Employees53
Clients1,100
DateAug 2013
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.9M
Employees53
Clients1,100
DateOct 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$77.7M
Employees51
Clients1,000
DateAug 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$77.7M
Employees51
Clients1,000
DateApr 2012
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.8M
Employees51
Clients1,000
DateMar 2012
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.8M
Employees51
Clients1,000
DateDec 2011
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$378.7M
Employees51
Clients1,000
DateAug 2011
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$378.7M
Employees51
Clients--
DateApr 2011
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$356.3M
Employees51
Clients--
DateAug 2010
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$90.7M
Employees51
Clients--
DateOct 2009
Total AUM$1.1B
Discretionary$94.3M
Non-Disc.$1B
Employees51
Clients--
DateAug 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$116M
Employees51
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$828.9M
Non-Disc.$248.3M
Employees51
Clients--
DateJan 2007
Total AUM$1.1B
Discretionary$828.9M
Non-Disc.$248.3M
Employees51
Clients--
DateNov 2006
Total AUM$1.1B
Discretionary$828.9M
Non-Disc.$248.3M
Employees51
Clients--
DateSep 2004
Total AUM$602.1M
Discretionary$503.3M
Non-Disc.$98.8M
Employees51
Clients--
DateMar 2002
Total AUM$389.9M
Discretionary$216.6M
Non-Disc.$173.3M
Employees--
Clients--
DateMar 2002
Total AUM$389.9M
Discretionary$216.6M
Non-Disc.$173.3M
Employees--
Clients--