The FORVIS MAZARS WEALTH ADVISORS is a privately held investment adviser that advises $9.75Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FORVIS MAZARS WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 163.28% over the last 5-years.
The Group has been registered with the SEC for 26.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 910 EAST ST LOUIS ST, SPRINGFIELD, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 123 employees comprised of 78 investment and 45 non-investment staff. The total number of Employees increased by 75.71% over the last 5-years.
Their $9.75Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 215 other accounts. Assets of High Net Worth Individuals clients own $7.82Bn or 80.2% of Total Assets and Individuals own $1.16Bn or 11.86% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FORVIS MAZARS WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.