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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905

SPRINGFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:66176562-804c-059d-01ff-77e0a9156f69

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 150
Dated events: 40
On other graphs: 0
Observed: Dec 8, 2011 to Aug 25, 2026
73 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $12BItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $11BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 81
RAUM per advisor: $148Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 124
Advisory employees: 82
Offices: 65Schedule D 1.F, beyond the principal office
Accounts: 14,044
Individual clients: 2,431
High net worth clients: 1,898
Custody, client assets: $3.5B
SEC number: 801-56928
CIK: 1352864
CRD: 110905
Filings on the tape: 73
First filed: Dec 8, 2011
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, MO
Website: forvismazars.us

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 82

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY ALLEN LAYMAN	Chartered Financial Analyst	Evansville, IN \| Chicago, IL \| SPRINGFIELD, MO \| Indianapolis, IN	26	38	n/a	no
SHARI LYNN HOFFMAN	n/a	SPRINGFIELD, MO	24	25	n/a	no
JEFFREY SCOTT GANN	n/a	Fort Wayne, IN \| SPRINGFIELD, MO	23	23	n/a	no
STEPHANIE ANN HURT	Chartered Financial Analyst	San Antonio, TX \| SPRINGFIELD, MO \| Joplin, MO \| Austin, TX	19	19	n/a	no
GRETCHEN KAY CLIBURN	Certified Financial Planner	Branson, MO \| SPRINGFIELD, MO	18	29	1	no
MATTHEW LANE WAHL	Certified Financial Planner\|Chartered Financial Analyst	Little Rock, AR \| Oklahoma City, OK \| SPRINGFIELD, MO \| Houston, TX \| Jackson, MS \| Dallas, TX	18	25	n/a	no
RHONDA DENISE CHRISTOPHER	Personal Financial Specialist	SPRINGFIELD, MO	16	16	n/a	no
NICOLE DANIELLE CONKLIN	n/a	SPRINGFIELD, MO	15	15	n/a	no
BRANDON SCOTT FALBE	Certified Financial Planner	SPRINGFIELD, MO \| Indianapolis, IN \| Jacksonville, FL \| Orlando, FL \| Tampa, FL	13	22	3	no
MARY LYNN MAYABB	Certified Financial Planner	SPRINGFIELD, MO \| Kansas City, MO	13	28	n/a	no
LEIA Huffman	Certified Financial Planner	SPRINGFIELD, MO \| Joplin, MO \| Branson, MO	12	13	n/a	no
DONALD FREDERICK LARSEN	Certified Financial Planner	Chicago, IL \| Madison, WI \| SPRINGFIELD, MO \| Oakbrook Terrace, IL	11	20	n/a	no
TRAVIS JOSEPH LILES	Certified Financial Planner	Branson, MO \| SPRINGFIELD, MO \| Joplin, MO	11	12	n/a	no
MICHELLE L TITUS	Certified Financial Planner	SPRINGFIELD, MO	11	12	1	no
ANDREW LEONARD DOUGLAS	Chartered Financial Analyst	SPRINGFIELD, MO \| Indianapolis, IN	10	26	n/a	no
CHRISTINE MIES	n/a	SPRINGFIELD, MO \| Wichita, KS	8	29	2	no
Bronson Lyle Verhines	Certified Financial Planner\|Chartered Financial Analyst	Indianapolis, IN \| Cincinnati, OH \| SPRINGFIELD, MO \| Fort Wayne, IN	8	11	n/a	no
Marva Anne Riley	Certified Financial Planner	Chicago, IL \| Madison, WI \| Oakbrook Terrace, IL \| SPRINGFIELD, MO	8	10	n/a	no
Kaytlan Michelle Uhlman	Certified Financial Planner	SPRINGFIELD, MO	5	17	n/a	no
AUDREY FERSTEN	Certified Financial Planner	Houston, TX \| SPRINGFIELD, MO	5	23	3	no
Connor Hargrave McClew	Chartered Financial Analyst	St. Louis, MO \| Denver, CO \| SPRINGFIELD, MO \| Kansas City, MO	5	11	n/a	no
Katherine Elizabeth Jaskinia	Certified Financial Planner	Austin, TX \| SPRINGFIELD, MO \| San Antonio, TX	5	18	1	no
Carlee Rose Lynn	Certified Financial Planner	SPRINGFIELD, MO	5	18	n/a	no
WILLIAM THOMPSON SNEED	n/a	Atlanta, GA \| SPRINGFIELD, MO \| Raleigh, NC \| Jacksonville, FL	4	41	3	no
CLAYTON LENHART THORNTON	n/a	Summerville, SC \| SPRINGFIELD, MO \| Charleston, SC	4	37	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORVIS MAZARS, LLP	MANAGING MEMBER/FULL OWNER	E	yes	05/1998	Aug 25, 2026	Aug 25, 2026
LAYMAN, JEFFREY, ALLEN	CHIEF INVESTMENT OFFICER	Na	yes	04/2008	Aug 25, 2026	Aug 25, 2026
PANTZER, HOLLY, MARIA	MANAGING PARTNER	Na	yes	01/2026	Aug 25, 2026	Aug 25, 2026
SNEED, WILLIAM, THOMPSON	REGIONAL SECTOR LEADER	Na	yes	06/2022	Aug 25, 2026	Aug 25, 2026
FORVIS MAZARS, LLP	MANAGING MEMBER/FULL OWNER	E	yes	05/1998	Jun 3, 2024	Aug 30, 2024
TOOMEY, STEVEN, LOUIS	MANAGING PARTNER	Na	yes	05/2020	Nov 20, 2014	Aug 30, 2024
CONKLIN, NICOLE, DANIELLE	CHIEF COMPLIANCE OFFICER	Na	no	10/2013	Aug 25, 2026	Aug 25, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FORVIS AGENCY LLC	n/a	n/a	n/a	N	yes	n/a
FORVIS MAZARS CAPITAL ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
FORVIS MAZARS, LLP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
KANSAS CITY	Mo	United States	14	no
Indianapolis	In	United States	8	yes
OAKBROOK TERRACE	IL	United States	7	yes
Chicago	IL	United States	6	yes
LITTLE ROCK	Ar	United States	5	no
ST. LOUIS	Mo	United States	5	no
Asheville	Nc	United States	5	no
HIGH POINT	Nc	United States	5	yes
Houston	TX	United States	5	no
Charlotte	Nc	United States	4	yes
Omaha	Ne	United States	4	no
SAN ANTONIO	TX	United States	4	no
Denver	Co	United States	3	yes
Greenville	Nc	United States	3	no
Raleigh	Nc	United States	3	no
Charleston	Sc	United States	3	no
Greenville	Sc	United States	3	no
Summerville	Sc	United States	3	no
Dallas	TX	United States	3	no
FORT WORTH	TX	United States	3	no
Wichita	Ks	United States	2	no
Hendersonville	Nc	United States	2	no
Austin	TX	United States	2	no
Tysons	Va	United States	2	no
Charleston	Wv	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$9.8B	$9.6B	123	78	62	n/a	n/a
2024	Jan 16, 2025	$8.9B	$8.8B	117	73	52	n/a	n/a
2023	Aug 18, 2023	$7.9B	$7.7B	120	77	52	n/a	n/a
2022	Aug 26, 2022	$7.4B	$7.3B	117	79	54	n/a	n/a
2021	Aug 2, 2021	$5.0B	$183M	72	47	39	n/a	n/a
2020	Aug 21, 2020	$3.7B	$3.6B	70	47	37	n/a	n/a
2019	Jul 12, 2019	$3.2B	$3.0B	69	44	11	n/a	n/a
2018	Aug 30, 2018	$3.1B	$2.9B	66	42	11	n/a	n/a
2017	Aug 30, 2017	$2.8B	$2.7B	69	38	n/a	n/a	n/a
2016	Aug 29, 2016	$2.5B	$2.4B	69	40	n/a	n/a	n/a
2015	Aug 28, 2015	$2.6B	$2.5B	64	7	n/a	n/a	n/a
2014	Aug 21, 2014	$2.4B	$2.2B	51	8	n/a	n/a	n/a
2013	Aug 29, 2013	$2.0B	$1.9B	53	8	n/a	n/a	n/a
2012	Aug 29, 2012	$1.7B	$1.6B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	9	-5	11.1%	1	1	0	18	19

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$12B	$8.9B	34.6%	$7.4B	17.5%	124	117	65	52

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AXXCESS WEALTH MANAGEMENT, LLC	3	Jan 30, 2025	Feb 3, 2025	NORFOLK, VA	Team lift out	RIA to RIA	4.0%
NEWEDGE ADVISORS	2	Oct 16, 2023	Oct 17, 2023	ATLANTA, GA	Team lift out	RIA to ibd	3.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	2	Aug 24, 2022	Jun 16, 2022	JACKSONVILLE, FL	Team lift out	RIA to RIA	10.0%
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	12	Aug 24, 2022	Jun 1, 2022	CHARLOTTE, NC	Firm absorbed	RIA to RIA	60.0%
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	4	Aug 24, 2022	Jun 1, 2022	GREENVILLE, SC	Team lift out	RIA to RIA	20.0%
WOLF FINANCIAL MANAGEMENT, LLC	2	Oct 30, 2015	Nov 4, 2014	OAKBROOK TERRACE, IL	Team lift out	Other	100.0%

Relationships

showing 80 of 150

Registered with (80)

← Adam Khaled FaragAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← JESSIE ELIZABETH SieglerAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← Jackson Sloan HarveyAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Holden Grant AdamsAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Ty Andrew LindenmanAdvisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← KAYSHA LOUISE ANDREWSAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← Nelson Robert MatzenAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← BRIAN MARK STIGLIANOAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← NICHOLAS-HAI HOANG HATHUCAdvisorregistration: current employment
Sep 12, 2025 to presentfactForm ADV
← Anthony BridgesAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← PAIGE YEOMANSAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← Henry Lewis SouleAdvisorregistration: current employment
Aug 8, 2025 to presentfactForm ADV
← Brandon ReedAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← Trey Allen TaylorAdvisorregistration: current employment
Jun 4, 2025 to presentfactForm ADV
← NORMA Adame RODRIGUEZAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← Rohan Suresh PatelAdvisorregistration: current employment
Apr 2, 2025 to presentfactForm ADV
← CODY Arron BLEVINSAdvisorregistration: current employment
Mar 7, 2025 to presentfactForm ADV
← Mitchell John BertrandAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
← Jonathon Ron BrineyAdvisorregistration: current employment
Dec 23, 2024 to presentfactForm ADV
← Melissa BoyerAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← Rebekah Anne CurlessAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Joseph Gregory TonkovicAdvisorregistration: current employment
Jun 28, 2024 to presentfactForm ADV
← Sydney Erin KoopmannAdvisorregistration: current employment
Jun 28, 2024 to presentfactForm ADV
← NATALIE GRACE HYDEAdvisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← Bill NguyenAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← Braiden James JolliffAdvisorregistration: current employment
Mar 21, 2024 to presentfactForm ADV
← Ashley Renee FurlongAdvisorregistration: current employment
Jan 12, 2024 to presentfactForm ADV
← BOBBY LEE LAMBAdvisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
← AMY DAWN FRIZZELLAdvisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
← DAVID NICHOLAS WITHROWAdvisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
and 50 more

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 23, 2026
Advisor changed firm
Jeffrey Thomas Lenhart left Forvis Mazars Wealth Advisors, Llc for Prosperity - An Eisneramper Company (registered 2026-08-28)
Form ADVobserved 3 days ago
Occurred
Jun 2, 2026
Advisor changed firm
Austin Whitton left Forvis Mazars Wealth Advisors, Llc for Sanctuary Advisors, Llc (registered 2026-07-07)
Form ADVobserved 3 days ago
Occurred
Apr 24, 2026
Advisor changed firm
Shelby Newell left Forvis Mazars Wealth Advisors, Llc for Ironwood Wealth Management, Llc (registered 2026-06-12)
Form ADVobserved 3 days ago
Occurred
Apr 7, 2026
Advisor changed firm
Ashley Witt Israel left Forvis Mazars Wealth Advisors, Llc for Vandalia Wealth (registered 2026-04-30)
Form ADVobserved 3 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Robert D Paredes left Forvis Mazars Wealth Advisors, Llc for Paredes Capital Llc (registered 2026-02-27)
Form ADVobserved 3 days ago
Occurred
Jan 20, 2026
Advisor changed firm
Paraskevi Eleni Porsch left Forvis Mazars Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2026-04-21)
Form ADVobserved 3 days ago
Occurred
Jan 6, 2026
Advisor changed firm
John Kent Davis left Forvis Mazars Wealth Advisors, Llc for Jkd Financial (registered 2026-02-18)
Form ADVobserved 3 days ago
Occurred
Jan 6, 2026
Advisor changed firm
Justin Robert Baas left Forvis Mazars Wealth Advisors, Llc for Oak Wealth Advisors Llc (registered 2026-02-05)
Form ADVobserved 3 days ago
Occurred
Sep 22, 2025
Advisor changed firm
Jonathan Lee Vance left Forvis Mazars Wealth Advisors, Llc for Vance Financial Planning (registered 2025-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2025
Advisor changed firm
Albert Donald Erb left Forvis Mazars Wealth Advisors, Llc for Sanctuary Advisors, Llc (registered 2025-04-14)
Form ADVobserved 3 days ago
Occurred
Jan 30, 2025
Team lift-out
3 advisors left Forvis Mazars Wealth Advisors, LLC (Norfolk, VA) for Axxcess Wealth Management, LLC on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Jan 30, 2025
Advisor changed firm
John Davis Fleming left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-01-29)
Form ADVobserved 3 days ago
Occurred
Jan 30, 2025
Advisor changed firm
Dorsey Webster Tyndall left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-01-29)
Form ADVobserved 3 days ago
Occurred
Jan 30, 2025
Advisor changed firm
Jason Andrew Lunsford left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-02-03)
Form ADVobserved 3 days ago
Occurred
Sep 12, 2024
Advisor changed firm
Brian R Eller left Forvis Mazars Wealth Advisors, Llc for Aveo Capital Partners, Llc (registered 2024-10-24)
Form ADVobserved 3 days ago
Occurred
Apr 3, 2024
Advisor changed firm
John Michael Wildern left Forvis Mazars Wealth Advisors, Llc for Legacy Financial Advisors, Inc. (registered 2024-05-07)
Form ADVobserved 3 days ago
Occurred
Jan 23, 2024
Advisor changed firm
Melissa Boyer left Forvis Mazars Wealth Advisors, Llc for Moneta Group Investment Advisors, Llc (registered 2024-02-20)
Form ADVobserved 3 days ago
Occurred
Jan 9, 2024
Advisor changed firm
Matthew Patrick Holmes left Forvis Mazars Wealth Advisors, Llc for Thrivent Investment Management Inc. (registered 2024-02-14)
Form ADVobserved 3 days ago
Occurred
Oct 16, 2023
Team lift-out
2 advisors left Forvis Mazars Wealth Advisors, LLC (Atlanta, GA) for Newedge Advisors on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Oct 16, 2023
Advisor changed firm
Brooke Taylor Stanford left Forvis Mazars Wealth Advisors, Llc for Newedge Advisors (registered 2023-10-17)
Form ADVobserved 3 days ago
Occurred
Oct 16, 2023
Advisor changed firm
William Fraser Laird left Forvis Mazars Wealth Advisors, Llc for Newedge Advisors (registered 2023-10-17)
Form ADVobserved 3 days ago
Occurred
Jun 5, 2023
Advisor changed firm
Sarah Karp Charles left Forvis Mazars Wealth Advisors, Llc for Sanctuary Financial Planning, Llc (registered 2023-07-05)
Form ADVobserved 3 days ago
Occurred
Jan 4, 2023
Control person joined
Thompson William Sneed (Executive Vice President) appeared on Schedule A of Forvis Mazars Wealth Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Aug 24, 2022
Team lift-out
4 advisors left Dixon Hughes Goodman Wealth Advisors LLC (Greenville, SC) for Forvis Mazars Wealth Advisors, LLC on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Aug 24, 2022
Team lift-out
2 advisors left Dixon Hughes Goodman Wealth Advisors LLC (Jacksonville, FL) for Forvis Mazars Wealth Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Aug 24, 2022
Firm absorbed
Dixon Hughes Goodman Wealth Advisors LLC's advisors moved to Forvis Mazars Wealth Advisors, LLC (Charlotte, NC): 12 of 20 registered, on the same day
Form ADVobserved 3 days ago
12 advisors
Occurred
May 25, 2022
Succession filed (Item 4)
Bkd Wealth Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
May 25, 2022
Regulatory AUM changed
Forvis Mazars Wealth Advisors, Llc reported RAUM $7.7B, up 55% from $5.0B (2022-04-06 to 2022-05-25)
Form ADVobserved 3 days ago
$2.7B
Occurred
Apr 13, 2022
Advisor changed firm
Jaggar Daniel Deeds left Forvis Mazars Wealth Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-08-30)
Form ADVobserved 3 days ago
Occurred
Aug 2, 2021
Regulatory AUM changed
Forvis Mazars Wealth Advisors, Llc reported RAUM $5.0B, up 34% from $3.7B (2021-06-14 to 2021-08-02)
Form ADVobserved 3 days ago
$1.3B
Occurred
Aug 2, 2021
Control person left
Dawn Amy Frizzell (Principal) no longer on Schedule A of Forvis Mazars Wealth Advisors, Llc (listed 2021-06-14, absent 2021-08-02)
Form ADVobserved 3 days ago
Occurred
Aug 2, 2021
Control person left
Lee Bobby Lamb (Principal) no longer on Schedule A of Forvis Mazars Wealth Advisors, Llc (listed 2021-06-14, absent 2021-08-02)
Form ADVobserved 3 days ago
Occurred
Jun 14, 2021
Control person left
Everett Jack Thurman (Principal) no longer on Schedule A of Forvis Mazars Wealth Advisors, Llc (listed 2021-04-08, absent 2021-06-14)
Form ADVobserved 3 days ago
Occurred
Jun 14, 2021
Control person joined
Lee Bobby Lamb (Principal) appeared on Schedule A of Forvis Mazars Wealth Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Aug 21, 2020
Control person left
Wayne Michael Burlew (Regional Managing Partner) no longer on Schedule A of Forvis Mazars Wealth Advisors, Llc (listed 2020-06-29, absent 2020-08-21)
Form ADVobserved 3 days ago

Show 5 bookkeeping events

Occurred
Sep 15, 2026
Charles Andrew Welsh registered as an investment adviser representative at Forvis Mazars Wealth Advisors, Llc
Occurred
Aug 20, 2025
Forvis Mazars Wealth Advisors, Llc reported 62 offices beyond its principal office, up from 52 (2025-01-16 to 2025-08-20)
Occurred
May 25, 2022
Forvis Mazars Wealth Advisors, Llc reported 54 offices beyond its principal office, up from 39 (2022-04-06 to 2022-05-25)
Occurred
May 25, 2022
Forvis Mazars Wealth Advisors, Llc reported 68 state-registered advisory representatives, up from 47 (2022-04-06 to 2022-05-25)
Occurred
Dec 18, 2019
Forvis Mazars Wealth Advisors, Llc reported 37 offices beyond its principal office, up from 11 (2019-07-12 to 2019-12-18)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66176562-804c-059d-01ff-77e0a9156f69
First observed: Dec 8, 2011
Last observed: Aug 25, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905

SPRINGFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:66176562-804c-059d-01ff-77e0a9156f69

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY ALLEN LAYMAN

Chartered Financial Analyst

Evansville, IN | Chicago, IL | SPRINGFIELD, MO | Indianapolis, IN

n/a

SHARI LYNN HOFFMAN

n/a

SPRINGFIELD, MO

n/a

JEFFREY SCOTT GANN

n/a

Fort Wayne, IN | SPRINGFIELD, MO

n/a

STEPHANIE ANN HURT

Chartered Financial Analyst

San Antonio, TX | SPRINGFIELD, MO | Joplin, MO | Austin, TX

n/a

GRETCHEN KAY CLIBURN

Certified Financial Planner

Branson, MO | SPRINGFIELD, MO

MATTHEW LANE WAHL

Certified Financial Planner|Chartered Financial Analyst

n/a

RHONDA DENISE CHRISTOPHER

Personal Financial Specialist

SPRINGFIELD, MO

n/a

NICOLE DANIELLE CONKLIN

n/a

SPRINGFIELD, MO

n/a

BRANDON SCOTT FALBE

Certified Financial Planner

SPRINGFIELD, MO | Indianapolis, IN | Jacksonville, FL | Orlando, FL | Tampa, FL

MARY LYNN MAYABB

Certified Financial Planner

SPRINGFIELD, MO | Kansas City, MO

n/a

LEIA Huffman

Certified Financial Planner

SPRINGFIELD, MO | Joplin, MO | Branson, MO

n/a

DONALD FREDERICK LARSEN

Certified Financial Planner

Chicago, IL | Madison, WI | SPRINGFIELD, MO | Oakbrook Terrace, IL

n/a

TRAVIS JOSEPH LILES

Certified Financial Planner

Branson, MO | SPRINGFIELD, MO | Joplin, MO

n/a

MICHELLE L TITUS

Certified Financial Planner

SPRINGFIELD, MO

ANDREW LEONARD DOUGLAS

Chartered Financial Analyst

SPRINGFIELD, MO | Indianapolis, IN

n/a

CHRISTINE MIES

n/a

SPRINGFIELD, MO | Wichita, KS

Bronson Lyle Verhines

Certified Financial Planner|Chartered Financial Analyst

Indianapolis, IN | Cincinnati, OH | SPRINGFIELD, MO | Fort Wayne, IN

n/a

Marva Anne Riley

Certified Financial Planner

Chicago, IL | Madison, WI | Oakbrook Terrace, IL | SPRINGFIELD, MO

n/a

Kaytlan Michelle Uhlman

Certified Financial Planner

SPRINGFIELD, MO

n/a

AUDREY FERSTEN

Certified Financial Planner

Houston, TX | SPRINGFIELD, MO

Connor Hargrave McClew

Chartered Financial Analyst

St. Louis, MO | Denver, CO | SPRINGFIELD, MO | Kansas City, MO

n/a

Katherine Elizabeth Jaskinia

Certified Financial Planner

Austin, TX | SPRINGFIELD, MO | San Antonio, TX

Carlee Rose Lynn

Certified Financial Planner

SPRINGFIELD, MO

n/a

WILLIAM THOMPSON SNEED

n/a

Atlanta, GA | SPRINGFIELD, MO | Raleigh, NC | Jacksonville, FL

CLAYTON LENHART THORNTON

n/a

Summerville, SC | SPRINGFIELD, MO | Charleston, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORVIS MAZARS, LLP

MANAGING MEMBER/FULL OWNER

yes

05/1998

Aug 25, 2026

LAYMAN, JEFFREY, ALLEN

CHIEF INVESTMENT OFFICER

yes

04/2008

Aug 25, 2026

PANTZER, HOLLY, MARIA

MANAGING PARTNER

yes

01/2026

Aug 25, 2026

SNEED, WILLIAM, THOMPSON

REGIONAL SECTOR LEADER

yes

06/2022

Aug 25, 2026

FORVIS MAZARS, LLP

MANAGING MEMBER/FULL OWNER

yes

05/1998

Jun 3, 2024

Aug 30, 2024

TOOMEY, STEVEN, LOUIS

MANAGING PARTNER

yes

05/2020

Nov 20, 2014

Aug 30, 2024

CONKLIN, NICOLE, DANIELLE

CHIEF COMPLIANCE OFFICER

10/2013

Aug 25, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FORVIS AGENCY LLC

n/a

yes

n/a

FORVIS MAZARS CAPITAL ADVISORS, LLC

n/a

yes

n/a

FORVIS MAZARS, LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

KANSAS CITY

United States

Indianapolis

United States

yes

OAKBROOK TERRACE

United States

yes

Chicago

United States

yes

LITTLE ROCK

United States

ST. LOUIS

United States

Asheville

United States

HIGH POINT

United States

yes

Houston

United States

Charlotte

United States

yes

Omaha

United States

SAN ANTONIO

United States

Denver

United States

yes

Greenville

United States

Raleigh

United States

Charleston

United States

Greenville

United States

Summerville

United States

Dallas

United States

FORT WORTH

United States

Wichita

United States

Hendersonville

United States

Austin

United States

Tysons

United States

Charleston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$9.8B

$9.6B

123

n/a

2024

Jan 16, 2025

$8.9B

$8.8B

117

n/a

2023

Aug 18, 2023

$7.9B

$7.7B

120

n/a

2022

Aug 26, 2022

$7.4B

$7.3B

117

n/a

2021

Aug 2, 2021

$5.0B

$183M

n/a

2020

Aug 21, 2020

$3.7B

$3.6B

n/a

2019

Jul 12, 2019

$3.2B

$3.0B

n/a

2018

Aug 30, 2018

$3.1B

$2.9B

n/a

2017

Aug 30, 2017

$2.8B

$2.7B

n/a

2016

Aug 29, 2016

$2.5B

$2.4B

n/a

2015

Aug 28, 2015

$2.6B

$2.5B

n/a

2014

Aug 21, 2014

$2.4B

$2.2B

n/a

2013

Aug 29, 2013

$2.0B

$1.9B

n/a

2012

Aug 29, 2012

$1.7B

$1.6B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$12B

$8.9B

34.6%

$7.4B

17.5%

124

117

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AXXCESS WEALTH MANAGEMENT, LLC

Jan 30, 2025

Feb 3, 2025

NORFOLK, VA

Team lift out

RIA to RIA

4.0%

NEWEDGE ADVISORS

Oct 16, 2023

Oct 17, 2023

ATLANTA, GA

Team lift out

RIA to ibd

3.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Aug 24, 2022

Jun 16, 2022

JACKSONVILLE, FL

Team lift out

RIA to RIA

10.0%

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Aug 24, 2022

Jun 1, 2022

CHARLOTTE, NC

Firm absorbed

RIA to RIA

60.0%

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Aug 24, 2022

Jun 1, 2022

GREENVILLE, SC

Team lift out

RIA to RIA

20.0%

WOLF FINANCIAL MANAGEMENT, LLC

Oct 30, 2015

Nov 4, 2014

OAKBROOK TERRACE, IL

Team lift out

Other

100.0%