Moss Adams Wealth Advisors Llc
- Regulatory AUM
- $5.8B
- Discretionary
- $4.4B
- Clients
- 1,246
- Avg AUM / client
- $4.6M
- Accounts
- 4,790
- Employees
- 59
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $21.8M | 0.38% |
| High net worth individuals | 1,002 | $5.1B | 89.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $71.8M | 1.24% |
| Charitable organizations | 6 | $20.7M | 0.36% |
| Insurance companies | 5 | $6.5M | 0.11% |
| Corporations and other businesses | 66 | $498M | 8.62% |
| Other | Fewer than 5 clients | $9.0M | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan Southern Oregon Orthopedics, Inc. | 2024 | |
| Matanuska Telecom Association, Inc. 401(k) Plan Matanuska Telecom Association, Inc. | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Rose Furness | Chief Compliance Officer | Mar 2004 (22y) | Less than 5% | |
| Justin Alexander Fisher | Private Clients National Leader | Feb 2008 (18y) | Less than 5% | |
| Evans, Kenneth, Daniel | Chief Operations Officer, Private Clients Practice Leader | Jan 2012 (15y) | Less than 5% | |
| Christopher John Waetzig | Head Of Wealth Advisory | Jul 2014 (12y) | Less than 5% | |
| Anneliese Mae Johnson | Registered representative | Oct 2002 (24y) | ||
| Jason Robert Romano | Registered representative | CFP | Oct 2002 (24y) | |
| Aaron Blake Mcfarland | Registered representative | CFP | Aug 2006 (20y) | |
| Ryan Lynn Franklin | Registered representative | CFP | Jan 2007 (20y) | |
| Benjamin Steven Shively | Registered representative | Aug 2011 (15y) | ||
| Richard Alexander Friedland | Registered representative | CFP | Jun 2014 (12y) | |
| Colten Chris Christianson | Registered representative | Mar 2015 (11y) | ||
| Joseph Thomas Ghidossi | Registered representative | CFP | Oct 2018 (8y) | |
| John Thomas Davis | Registered representative | CFP | Jan 2019 (8y) | |
| Scott Comfort | Registered representative | CFP | Jan 2023 (4y) | |
| Dominic Amato Cellitti | Registered representative | CFP | Mar 2023 (3y) | |
| Brandon Charles Zilles | Registered representative | CFP | Mar 2024 (2y) | |
| Kelsen William Edwins | Registered representative | CFP | Sep 2024 (2y) | |
| Kelly Michelle Gwynn | Registered representative | CFP | Jan 2025 (2y) | |
| Molly Markward | Registered representative | CFP | Jan 2025 (2y) | |
| Michael G. Anderson | Registered representative | Jan 2026 (1y) | ||
| Jacob M Demharter | Registered representative | Feb 2026 (0y) | ||
| Christopher Lee Haas Sittner | Registered representative | CFP | Mar 2026 (0y) | |
| Michelle Renee Walker | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Moss Adams Financial Services Llc | 100% Ownership Of Moss Adams Wealth Advisors Llc | Aug 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan | Southern Oregon Orthopedics, Inc. | 268 | $26.8M | 01/01/2024 |
| Matanuska Telecom Association, Inc. 401(k) Plan | Matanuska Telecom Association, Inc. | 279 | $57.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.6B (97% of AUM) May 2026
- National Financial Services (Fidelity) $149M (3% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗