DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Forvis Mazars Wealth Advisors, LLC
Latest filing Aug 25, 2026
First filing on the tape Dec 8, 2011 · 73 filings
SEC status approved since Oct 28, 1999
RAUM
$12B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
92%
$11B individuals and HNW
Advisors
81
registered through the firm on IAPD
RAUM per advisor
$148M
derived; firm RAUM over IAPD count
Employees
124
82 advisory (5.B.1)
Offices
65
beyond the principal office
Private funds
0
reported on Schedule D
History
73 filings and snapshots on the tape
RAUM$12B as of Aug 25, 2026
Aug 29, 2012$1.7B then
HNW client RAUM$9.9B as of Aug 25, 2026
Aug 30, 2018$2.7B then
State-registered IARs (5.B.3)82 as of Aug 25, 2026
Aug 29, 201329 then
Employees (5.A)124 as of Aug 25, 2026
Aug 29, 201353 then
Private funds: no history
RAUM +35% over the last fiscal year+18% a year over threeIARs 73 to 82offices 52 to 65
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.2MderivedHNW RAUM over HNW clients
- Average account
- $854,882derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 4.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.2derived66 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Custody
- $3.5B, 2,082 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$9.9B83%
- Individuals$1.1B9.1%
- Corporations and businesses$411M3.4%
- Charitable organizations$361M3.0%
- Pension and profit-sharing plans$213M1.8%
- Individual clients
- 2,431reported
- HNW clients
- 1,898reported
- Pension plan clients
- 46reported
- Charitable clients
- 139reported
- Accounts
- 14,044reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.5B for 2,082 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
82 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Allen LaymanChartered Financial Analyst | Evansville, In | Apr 25, 2000 | 38 y | 0 |
| Shari Lynn Hoffman | Springfield, Mo | Aug 30, 2002 | 25 y | 0 |
| Jeffrey Scott Gann | Fort Wayne, In | Mar 20, 2003 | 23 y | 0 |
| Stephanie Ann HurtChartered Financial Analyst | San Antonio, Tx | Aug 8, 2007 | 19 y | 0 |
| Gretchen Kay CliburnCertified Financial Planner | Branson, Mo | Mar 27, 2008 | 29 y | 1 |
| Matthew Lane WahlCertified Financial Planner, Chartered Financial Analyst | Little Rock, Ar | Jun 24, 2008 | 25 y | 0 |
| Rhonda Denise ChristopherPersonal Financial Specialist | Springfield, Mo | Mar 22, 2010 | 16 y | 0 |
| Nicole Danielle Conklin | Springfield, Mo | Apr 15, 2011 | 15 y | 0 |
| Brandon Scott FalbeCertified Financial Planner | Springfield, Mo | Nov 7, 2012 | 22 y | 3 |
| Mary Lynn MayabbCertified Financial Planner | Springfield, Mo | Nov 27, 2012 | 28 y | 0 |
| Leia HuffmanCertified Financial Planner | Springfield, Mo | Dec 19, 2013 | 13 y | 0 |
| Donald Frederick LarsenCertified Financial Planner | Chicago, Il | Jan 13, 2015 | 20 y | 0 |
| Travis Joseph LilesCertified Financial Planner | Branson, Mo | Feb 23, 2015 | 12 y | 0 |
| Michelle L TitusCertified Financial Planner | Springfield, Mo | Jun 12, 2015 | 12 y | 1 |
| Andrew Leonard DouglasChartered Financial Analyst | Springfield, Mo | Sep 25, 2015 | 26 y | 0 |
| Christine Mies | Springfield, Mo | Dec 6, 2017 | 29 y | 2 |
| Bronson Lyle VerhinesCertified Financial Planner, Chartered Financial Analyst | Indianapolis, In | Mar 20, 2018 | 11 y | 0 |
| Marva Anne RileyCertified Financial Planner | Chicago, Il | Jul 23, 2018 | 10 y | 0 |
| Kaytlan Michelle UhlmanCertified Financial Planner | Springfield, Mo | Sep 21, 2020 | 17 y | 0 |
| Audrey FerstenCertified Financial Planner | Houston, Tx | Jan 8, 2021 | 23 y | 3 |
| Connor Hargrave McclewChartered Financial Analyst | St. Louis, Mo | Mar 20, 2021 | 11 y | 0 |
| Katherine Elizabeth JaskiniaCertified Financial Planner | Austin, Tx | Apr 22, 2021 | 18 y | 1 |
| Carlee Rose LynnCertified Financial Planner | Springfield, Mo | Jul 9, 2021 | 18 y | 0 |
| Carson Skottowe Wannamaker | Springfield, Mo | Jun 1, 2022 | 23 y | 5 |
| Amy Elizabeth ManningCertified Financial Planner | Charlotte, Nc | Jun 1, 2022 | 18 y | 2 |
| Colby Brittan RobinsonCertified Financial Planner | Springfield, Mo | Jun 1, 2022 | 11 y | 1 |
| William Thompson Sneed | Atlanta, Ga | Jun 1, 2022 | 41 y | 3 |
| Clayton Lenhart Thornton | Summerville, Sc | Jun 1, 2022 | 37 y | 3 |
| Suzanne R. HolbertPersonal Financial Specialist | Hendersonville, Nc | Jun 1, 2022 | 24 y | 2 |
| Dollie Beddingfield HalfordCertified Financial Planner | Hendersonville, Nc | Jun 1, 2022 | 21 y | 3 |
| Marie Christine Hadwin | Springfield, Mo | Jun 1, 2022 | 14 y | 3 |
| David John KoppenhefferCertified Financial Planner | Springfield, Mo | Jun 1, 2022 | 10 y | 2 |
| Adrian George Castner Vassallo | Asheville, Nc | Jun 1, 2022 | 21 y | 1 |
| Steven Paul PhillipsCertified Financial Planner | Greenville, Sc | Jun 1, 2022 | 14 y | 1 |
| Ellen Hawke Lindh | Springfield, Mo | Jun 1, 2022 | 28 y | 2 |
| Patrick John KeeferCertified Financial Planner | West Des Moines, Ia | Jun 7, 2022 | 11 y | 0 |
| Jonathan Earl Buckley | Woodbury, Ny | Jun 8, 2022 | 13 y | 1 |
| Richard Cory Waters SpauldingCertified Financial Planner | Raleigh, Nc | Aug 29, 2022 | 13 y | 0 |
| Jacob Taylor DurbinCertified Financial Planner | Cincinnati, Oh | Sep 30, 2022 | 10 y | 1 |
| Yan YuCertified Financial Planner | Fort Wayne, In | Jan 12, 2023 | 12 y | 0 |
Advisor movement
9 left, 4 joined in 12 months
net -5 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 11% of current headcount19 left over 36 months
Left, latest
- Jeffrey Thomas Lenhart to Prosperity - An Eisneramper CompanyJul 23, 2026 · RIA to RIA
- Austin Whitton to Sanctuary Advisors, LLCJun 2, 2026 · RIA to affiliated broker-dealer or bank
- Shelby Newell to Ironwood Wealth Management, LLCApr 24, 2026 · RIA to RIA
- Ashley Witt Israel to Vandalia WealthApr 7, 2026 · RIA to a newly registered adviser
- Robert D Paredes to Paredes Capital LLCFeb 17, 2026 · RIA to a state-registered adviser
- Paraskevi Eleni Porsch to Cetera Investment Advisers LLCJan 20, 2026 · RIA to affiliated broker-dealer or bank
- Justin Robert Baas to Oak Wealth Advisors LLCJan 6, 2026 · RIA to RIA
- John Kent Davis to Jkd FinancialJan 6, 2026 · RIA to a state-registered adviser
- Jonathan Lee Vance to Vance Financial PlanningSep 22, 2025 · RIA to a state-registered adviser
- Albert Donald Erb to Sanctuary Advisors, LLCMar 31, 2025 · RIA to affiliated broker-dealer or bank
- Jason Andrew Lunsford to Axxcess Wealth Management, LLCJan 30, 2025 · RIA to RIA
- Dorsey Webster Tyndall to Axxcess Wealth Management, LLCJan 30, 2025 · RIA to RIA
- John Davis Fleming to Axxcess Wealth Management, LLCJan 30, 2025 · RIA to RIA
- Brian R Eller to Aveo Capital Partners, LLCSep 12, 2024 · RIA to RIA
- John Michael Wildern to Legacy Financial Advisors, Inc.Apr 3, 2024 · RIA to RIA
Joined, latest
- Charles Andrew Welsh from MarinerSep 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kaysha Louise Andrews from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 27, 2026 · Wirehouse to independent RIA
- Nelson Robert Matzen from Hsbc Securities (USA) Inc.Jan 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brian Mark Stigliano from Valley Wealth Managers, Inc.Oct 9, 2025 · RIA to RIA
- Nicholas-Hai Hoang Hathuc from Charles Schwab & Co., Inc.Sep 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Anthony Bridges from MML Investors Services, LLCAug 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Paige Yeomans from Park Avenue Securities LLCAug 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brandon Reed from Bridges Investment Management IncJul 8, 2025 · RIA to RIA
- Norma Adame Rodriguez from Frost Investment ServicesApr 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- Rohan Suresh Patel from Advice And Planning ServicesApr 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Melissa Boyer from Hightower Advisors, LLCNov 20, 2024 · Affiliated broker-dealer or bank to independent RIA
- Bill Nguyen from Pension Consultants IncApr 30, 2024 · Other
- Bobby Lee Lamb from Crossmark Global Investments, Inc.Jan 3, 2024 · Other
- Justin David Wheeler from Strategic Advisers LLCJan 3, 2024 · Affiliated broker-dealer or bank to independent RIA
- Brian Thomas Lowery from Nfp Advisor Services, LLCJan 3, 2024 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Axxcess Wealth Management, LLCJan 30, 2025 · Norfolk, Va
- 2 left for Newedge AdvisorsOct 16, 2023 · Atlanta, Ga
- 2 joined from Dixon Hughes Goodman Wealth Advisors LLCAug 24, 2022 · Jacksonville, Fl
- 12 joined from Dixon Hughes Goodman Wealth Advisors LLCAug 24, 2022 · Charlotte, Nc · Firm absorbed
- 4 joined from Dixon Hughes Goodman Wealth Advisors LLCAug 24, 2022 · Greenville, Sc
- 2 joined from Wolf Financial Management, LLCOct 30, 2015 · Oakbrook Terrace, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allen Jeffrey Layman · Chief Investment Officercontrolsince 04/2008 · owns less than 5%
- Maria Holly Pantzer · Managing Partnercontrolsince 01/2026 · owns less than 5%
- Thompson William Sneed · Regional Sector Leadercontrolsince 06/2022 · owns less than 5%
- Louis Steven Toomey · Managing Partnercontrolsince 05/2020 · owns less than 5%
- Danielle Nicole Conklin · Chief Compliance Officersince 10/2013 · owns less than 5%
Entity owners
- Forvis Mazars, Llp · Managing Member/Full Ownerdirect · owns 75% or more
- Forvis Mazars, Llp · Managing Member/Full Ownerindirect · owns 75% or more of Forvis Mazars, Llp
Related persons
Schedule D 7.A
- Forvis Agency LLCreal estaten
- Forvis Mazars Capital Advisors, LLCbroker-dealern
- Forvis Mazars, Llpinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Springfield, Mo · principal | 82 | 9 | 4 | ||
| Kansas City, Mo | 12 | 3 | 0 | ||
| Indianapolis, In | 9 | 1 | 0 | ||
| Little Rock, Ar | 7 | 0 | 0 | ||
| Charlotte, Nc | 7 | 0 | 0 | ||
| Fort Wayne, In | 5 | 0 | 0 | ||
| Greensboro, Nc | 5 | 0 | 0 | ||
| Chicago, Il | 5 | 0 | 0 | ||
| Joplin, Mo | 5 | 0 | 0 | ||
| Oakbrook Terrace, Il | 5 | 0 | 0 | ||
| Branson, Mo | 4 | 0 | 0 | ||
| Jacksonville, Fl | 4 | 0 | 0 | ||
| Houston, Tx | 4 | 0 | 0 | ||
| Wichita, Ks | 4 | 2 | 1 | ||
| St Louis, Mo | 4 | 0 | 0 | ||
| Dallas, Tx | 4 | 1 | 0 | ||
| Denver, Co | 4 | 0 | 0 | ||
| Woodbury, Ny | 3 | 1 | 0 | ||
| Austin, Tx | 3 | 0 | 0 | ||
| Charleston, Sc | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Kansas City, MO14 employees
- Indianapolis, IN8 employees
- Oakbrook Terrace, IL7 employees
- Chicago, IL6 employees
- Asheville, NC5 employees
- High Point, NC5 employees
- Houston, TX5 employees
- Little Rock, AR5 employees
- St. Louis, MO5 employees
- Charlotte, NC4 employees
- Omaha, NE4 employees
- San Antonio, TX4 employees
- Charleston, SC3 employees
- Greenville, NC3 employees
- Greenville, SC3 employees
- Summerville, SC3 employees
- Raleigh, NC3 employees
- Dallas, TX3 employees
- Denver, CO3 employees
- Fort Worth, TX3 employees
- Wichita, KS2 employees
- Tysons, VA2 employees
- Austin, TX2 employees
- Hendersonville, NC2 employees
- Charleston, WV1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 25, 2026PANTZER, HOLLY, MARIA (MANAGING PARTNER) appeared on Schedule A between the filings of 2024-06-03 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 25, 2026TOOMEY, STEVEN, LOUIS (MANAGING PARTNER) left Schedule A between the filings of 2024-06-03 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 13,227 to 14,044Mar 25, 2026 to Aug 25, 2026
- Advisory employees · 78 to 82Mar 25, 2026 to Aug 25, 2026
- Charity clients · 94 to 139Mar 25, 2026 to Aug 25, 2026
- Corporate clients · 92 to 70Mar 25, 2026 to Aug 25, 2026
- HNW clients · 1,674 to 1,898Mar 25, 2026 to Aug 25, 2026
- Individual clients · 2,509 to 2,431Mar 25, 2026 to Aug 25, 2026
- Pension plan clients · 29 to 46Mar 25, 2026 to Aug 25, 2026
- Assets in custody · $3.2B to $3.5BMar 25, 2026 to Aug 25, 2026
- Employees · 123 to 124Mar 25, 2026 to Aug 25, 2026
- State-registered IARs · 78 to 82Mar 25, 2026 to Aug 25, 2026
- Other offices · 62 to 65Mar 25, 2026 to Aug 25, 2026
- Discretionary RAUM · $9.6B to $12BMar 25, 2026 to Aug 25, 2026
- HNW RAUM · $7.8B to $9.9BMar 25, 2026 to Aug 25, 2026
- Individual RAUM · $1.2B to $1.1BMar 25, 2026 to Aug 25, 2026
- Non-discretionary RAUM · $170M to $182MMar 25, 2026 to Aug 25, 2026
- Pension RAUM · $144M to $213MMar 25, 2026 to Aug 25, 2026
- RAUM · $9.8B to $12BMar 25, 2026 to Aug 25, 2026
- Accounts · 12,871 to 13,227Jan 16, 2025 to Aug 20, 2025
- Advisory employees · 73 to 78Jan 16, 2025 to Aug 20, 2025
- Charity clients · 73 to 94Jan 16, 2025 to Aug 20, 2025
- Corporate clients · 102 to 92Jan 16, 2025 to Aug 20, 2025
- HNW clients · 1,695 to 1,674Jan 16, 2025 to Aug 20, 2025
- Individual clients · 2,596 to 2,509Jan 16, 2025 to Aug 20, 2025
- Pension plan clients · 48 to 29Jan 16, 2025 to Aug 20, 2025
- Assets in custody · $2.4B to $3.2BJan 16, 2025 to Aug 20, 2025
- Employees · 117 to 123Jan 16, 2025 to Aug 20, 2025
- State-registered IARs · 73 to 78Jan 16, 2025 to Aug 20, 2025
- Other offices · 52 to 62Jan 16, 2025 to Aug 20, 2025
- Discretionary RAUM · $8.8B to $9.6BJan 16, 2025 to Aug 20, 2025
- HNW RAUM · $7.2B to $7.8BJan 16, 2025 to Aug 20, 2025
- Individual RAUM · $916M to $1.2BJan 16, 2025 to Aug 20, 2025
- Non-discretionary RAUM · $141M to $170MJan 16, 2025 to Aug 20, 2025
- Pension RAUM · $230M to $144MJan 16, 2025 to Aug 20, 2025
- RAUM · $8.9B to $9.8BJan 16, 2025 to Aug 20, 2025
- Financial planning clients · More than 500 to More than 500Aug 30, 2024 to Jan 16, 2025
- Accounts · 12,298 to 12,871Jun 18, 2024 to Aug 30, 2024
- Advisory employees · 77 to 73Jun 18, 2024 to Aug 30, 2024
- Charity clients · 40 to 73Jun 18, 2024 to Aug 30, 2024
- Corporate clients · 75 to 102Jun 18, 2024 to Aug 30, 2024
- HNW clients · 1,879 to 1,695Jun 18, 2024 to Aug 30, 2024
Signals
41 dated events
- Charles Andrew Welsh registered as an investment adviser representative at Forvis Mazars Wealth Advisors, LlcSep 15, 2026 · Advisor registered · fact
- Jeffrey Thomas Lenhart left Forvis Mazars Wealth Advisors, Llc for Prosperity - An Eisneramper Company (registered 2026-08-28)Jul 23, 2026 · Advisor changed firm · fact
- Austin Whitton left Forvis Mazars Wealth Advisors, Llc for Sanctuary Advisors, Llc (registered 2026-07-07)Jun 2, 2026 · Advisor changed firm · fact
- Shelby Newell left Forvis Mazars Wealth Advisors, Llc for Ironwood Wealth Management, Llc (registered 2026-06-12)Apr 24, 2026 · Advisor changed firm · fact
- Ashley Witt Israel left Forvis Mazars Wealth Advisors, Llc for Vandalia Wealth (registered 2026-04-30)Apr 7, 2026 · Advisor changed firm · fact
- Robert D Paredes left Forvis Mazars Wealth Advisors, Llc for Paredes Capital Llc (registered 2026-02-27)Feb 17, 2026 · Advisor changed firm · fact
- Paraskevi Eleni Porsch left Forvis Mazars Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2026-04-21)Jan 20, 2026 · Advisor changed firm · fact
- Justin Robert Baas left Forvis Mazars Wealth Advisors, Llc for Oak Wealth Advisors Llc (registered 2026-02-05)Jan 6, 2026 · Advisor changed firm · fact
- John Kent Davis left Forvis Mazars Wealth Advisors, Llc for Jkd Financial (registered 2026-02-18)Jan 6, 2026 · Advisor changed firm · fact
- Jonathan Lee Vance left Forvis Mazars Wealth Advisors, Llc for Vance Financial Planning (registered 2025-12-08)Sep 22, 2025 · Advisor changed firm · fact
- Forvis Mazars Wealth Advisors, Llc reported 62 offices beyond its principal office, up from 52 (2025-01-16 to 2025-08-20)Aug 20, 2025 · Office count change · derived
- Albert Donald Erb left Forvis Mazars Wealth Advisors, Llc for Sanctuary Advisors, Llc (registered 2025-04-14)Mar 31, 2025 · Advisor changed firm · fact
- Dorsey Webster Tyndall left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-01-29)Jan 30, 2025 · Advisor changed firm · fact
- John Davis Fleming left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-01-29)Jan 30, 2025 · Advisor changed firm · fact
- Jason Andrew Lunsford left Forvis Mazars Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2025-02-03)Jan 30, 2025 · Advisor changed firm · fact
- 3 advisors left Forvis Mazars Wealth Advisors, LLC (Norfolk, VA) for Axxcess Wealth Management, LLC on the same dayJan 30, 2025 · Team lift-out · derived
- Brian R Eller left Forvis Mazars Wealth Advisors, Llc for Aveo Capital Partners, Llc (registered 2024-10-24)Sep 12, 2024 · Advisor changed firm · fact
- John Michael Wildern left Forvis Mazars Wealth Advisors, Llc for Legacy Financial Advisors, Inc. (registered 2024-05-07)Apr 3, 2024 · Advisor changed firm · fact
- Melissa Boyer left Forvis Mazars Wealth Advisors, Llc for Moneta Group Investment Advisors, Llc (registered 2024-02-20)Jan 23, 2024 · Advisor changed firm · fact
- Matthew Patrick Holmes left Forvis Mazars Wealth Advisors, Llc for Thrivent Investment Management Inc. (registered 2024-02-14)Jan 9, 2024 · Advisor changed firm · fact
- Brooke Taylor Stanford left Forvis Mazars Wealth Advisors, Llc for Newedge Advisors (registered 2023-10-17)Oct 16, 2023 · Advisor changed firm · fact
- William Fraser Laird left Forvis Mazars Wealth Advisors, Llc for Newedge Advisors (registered 2023-10-17)Oct 16, 2023 · Advisor changed firm · fact
- 2 advisors left Forvis Mazars Wealth Advisors, LLC (Atlanta, GA) for Newedge Advisors on the same dayOct 16, 2023 · Team lift-out · derived
- Sarah Karp Charles left Forvis Mazars Wealth Advisors, Llc for Sanctuary Financial Planning, Llc (registered 2023-07-05)Jun 5, 2023 · Advisor changed firm · fact
- Thompson William Sneed (Executive Vice President) appeared on Schedule A of Forvis Mazars Wealth Advisors, LlcJan 4, 2023 · Control person joined · fact
- 2 advisors left Dixon Hughes Goodman Wealth Advisors LLC (Jacksonville, FL) for Forvis Mazars Wealth Advisors, LLC on the same dayAug 24, 2022 · Team lift-out · derived
- Dixon Hughes Goodman Wealth Advisors LLC's advisors moved to Forvis Mazars Wealth Advisors, LLC (Charlotte, NC): 12 of 20 registered, on the same dayAug 24, 2022 · Firm absorbed (people side) · derived
- 4 advisors left Dixon Hughes Goodman Wealth Advisors LLC (Greenville, SC) for Forvis Mazars Wealth Advisors, LLC on the same dayAug 24, 2022 · Team lift-out · derived
- Bkd Wealth Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)May 25, 2022 · Succession (Item 4) · fact
- Forvis Mazars Wealth Advisors, Llc reported 54 offices beyond its principal office, up from 39 (2022-04-06 to 2022-05-25)May 25, 2022 · Office count change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/forvis-mazars-us/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- forvismazars.usreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 417.831.7283reportedpublic record, Form ADV, Aug 25, 2026
- Contact form
- forvismazars.us/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $148Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026