Forvis Mazars Wealth Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 110905
· SEC file 801-56928
· Springfield, MO
· www.forvismazars.us
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $9.8B
- Discretionary
- $9.6B
- Clients
- 4,398
- Avg AUM / client
- $2.2M
- Accounts
- 13,227
- Employees
- 123
AUM over time
$1.5B
$9.8B
Dec 2011
Mar 2026
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,509 | $1.2B | 11.9% |
| High net worth individuals | 1,674 | $7.8B | 80.2% |
| Pension and profit sharing plans | 29 | $144M | 1.47% |
| Charitable organizations | 94 | $189M | 1.94% |
| Corporations and other businesses | 92 | $442M | 4.53% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Forvis Mazars, Llp Employees' Savings Plan I Forvis Mazars, Llp | 2024 | |
| Forvis Mazars, Llp Employees Savings Plan Ii Forvis Mazars, Llp | 2024 | |
| Home Bancshares, Inc. 401(k) And Employee Stock Ownership Plan Home Bancshares, Inc. | 2024 | |
| Century Mining, Llc 401(k) Plan Century Mining, Llc | 2024 | |
| Go Mart, Inc. 401(k) Plan Go Mart, Inc. | 2024 | |
| R & D Maintenance Services, Inc. 401(k)plan R & D Maintenance Services, Inc. | 2024 | |
| Certified Industrial Partners Retirement Plan Certified Industrial Partners, Inc. | 2024 | |
| Maries County Bancorp, Inc. 401(k) Profit Sharing Plan Maries County Bancorp, Inc. | 2024 |
People (83)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Allen Layman | Chief Investment Officer | CFA | Apr 2000 (26y) | Less than 5% |
| Nicole Danielle Conklin | Chief Compliance Officer | Apr 2011 (15y) | Less than 5% | |
| Toomey, Steven, Louis | Managing Partner | May 2020 (6y) | Less than 5% | |
| William Thompson Sneed | Executive Vice President | Jun 2022 (4y) | Less than 5% | |
| Shari Lynn Hoffman | Registered representative | Aug 2002 (24y) | ||
| Jeffrey Scott Gann | Registered representative | Mar 2003 (23y) | ||
| Stephanie Ann Hurt | Registered representative | CFA | Aug 2007 (19y) | |
| Gretchen Kay Cliburn | Registered representative | CFP | Mar 2008 (18y) | |
| Matthew Lane Wahl | Registered representative | CFP CFA | Jun 2008 (18y) | |
| Rhonda Denise Christopher | Registered representative | Personal Financial Specialist | Mar 2010 (16y) | |
| Brandon Scott Falbe | Registered representative | CFP | Nov 2012 (14y) | |
| Mary Lynn Mayabb | Registered representative | CFP | Nov 2012 (14y) | |
| Leia Huffman | Registered representative | CFP | Dec 2013 (13y) | |
| Donald Frederick Larsen | Registered representative | CFP | Jan 2015 (12y) | |
| Travis Joseph Liles | Registered representative | CFP | Feb 2015 (11y) | |
| Michelle L Titus | Registered representative | CFP | Jun 2015 (11y) | |
| Andrew Leonard Douglas | Registered representative | CFA | Sep 2015 (11y) | |
| Christine Mies | Registered representative | Dec 2017 (9y) | ||
| Bronson Lyle Verhines | Registered representative | CFP CFA | Mar 2018 (8y) | |
| Marva Anne Riley | Registered representative | CFP | Jul 2018 (8y) | |
| Kaytlan Michelle Uhlman | Registered representative | CFP | Sep 2020 (6y) | |
| Audrey Fersten | Registered representative | CFP | Jan 2021 (6y) | |
| Connor Hargrave Mc Clew | Registered representative | CFA | Mar 2021 (5y) | |
| Katherine Elizabeth Jaskinia | Registered representative | CFP | Apr 2021 (5y) | |
| Carlee Rose Lynn | Registered representative | CFP | Jul 2021 (5y) | |
| Amy Elizabeth Manning | Registered representative | CFP | Jun 2022 (4y) | |
| Adrian George Castner Vassallo | Registered representative | Jun 2022 (4y) | ||
| Carson Skottowe Wannamaker | Registered representative | Jun 2022 (4y) | ||
| Clayton Lenhart Thornton | Registered representative | Jun 2022 (4y) | ||
| Colby Brittan Robinson | Registered representative | CFP | Jun 2022 (4y) | |
| Dollie Beddingfield Halford | Registered representative | CFP | Jun 2022 (4y) | |
| David John Koppenheffer | Registered representative | CFP | Jun 2022 (4y) | |
| Ellen Hawke Lindh | Registered representative | Jun 2022 (4y) | ||
| Marie Christine Hadwin | Registered representative | Jun 2022 (4y) | ||
| Suzanne R. Holbert | Registered representative | Personal Financial Specialist | Jun 2022 (4y) | |
| Steven Paul Phillips | Registered representative | CFP | Jun 2022 (4y) | |
| Patrick John Keefer | Registered representative | CFP | Jun 2022 (4y) | |
| Jonathan Earl Buckley | Registered representative | Jun 2022 (4y) | ||
| Richard Cory Waters Spaulding | Registered representative | CFP | Aug 2022 (4y) | |
| Jacob Taylor Durbin | Registered representative | CFP | Sep 2022 (4y) | |
| Yan Yu | Registered representative | CFP | Jan 2023 (4y) | |
| Peter Murray | Registered representative | CFP | Jan 2023 (4y) | |
| Jarrett Samuel Paoni | Registered representative | CFP | Jun 2023 (3y) | |
| Amy Lyn Wren | Registered representative | Oct 2023 (3y) | ||
| Jeffrey Thomas Lenhart | Registered representative | CFP | Dec 2023 (3y) | |
| Alexander James Hunter | Registered representative | Jan 2024 (3y) | ||
| Amy Dawn Frizzell | Registered representative | CFP | Jan 2024 (3y) | |
| Bobby Lee Lamb | Registered representative | CFP | Jan 2024 (3y) | |
| Brian Thomas Lowery | Registered representative | CFP | Jan 2024 (3y) | |
| David Nicholas Withrow | Registered representative | CFP CFA | Jan 2024 (3y) | |
| Heather Michelle Broyles | Registered representative | CFP | Jan 2024 (3y) | |
| Justin David Wheeler | Registered representative | CFP | Jan 2024 (3y) | |
| Laura Anne Taylor | Registered representative | Jan 2024 (3y) | ||
| Paige Williams | Registered representative | Jan 2024 (3y) | ||
| Tara Kaye Grogan | Registered representative | Jan 2024 (3y) | ||
| Zachary Allyn Swartz | Registered representative | CFA | Jan 2024 (3y) | |
| Ashley Renee Furlong | Registered representative | CFP | Jan 2024 (3y) | |
| Braiden James Jolliff | Registered representative | CFP | Mar 2024 (2y) | |
| Bill Nguyen | Registered representative | CFA | Apr 2024 (2y) | |
| Natalie Grace Hyde | Registered representative | CFP | Jun 2024 (2y) | |
| Joseph Gregory Tonkovic | Registered representative | CFP | Jun 2024 (2y) | |
| Sydney Erin Koopmann | Registered representative | CFP | Jun 2024 (2y) | |
| Rebekah Anne Wright | Registered representative | Jul 2024 (2y) | ||
| Melissa Boyer | Registered representative | CFP | Nov 2024 (2y) | |
| Jonathon Ron Briney | Registered representative | Dec 2024 (2y) | ||
| Mitchell John Bertrand | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Cody Arron Blevins | Registered representative | CFP | Mar 2025 (1y) | |
| Rohan Suresh Patel | Registered representative | CFA | Apr 2025 (1y) | |
| Norma Adame Rodriguez | Registered representative | Apr 2025 (1y) | ||
| Trey Allen Taylor | Registered representative | Jun 2025 (1y) | ||
| Brandon Reed | Registered representative | CFA | Jul 2025 (1y) | |
| Henry Lewis Soule | Registered representative | Aug 2025 (1y) | ||
| Paige Yeomans | Registered representative | CFP | Aug 2025 (1y) | |
| Anthony Bridges | Registered representative | Aug 2025 (1y) | ||
| Nicholas Hai Hoang Hathuc | Registered representative | CFP | Sep 2025 (1y) | |
| Brian Mark Stigliano | Registered representative | CFP | Oct 2025 (1y) | |
| Nelson Robert Matzen | Registered representative | CFP | Jan 2026 (1y) | |
| Kaysha Louise Andrews | Registered representative | Jan 2026 (1y) | ||
| Ty Andrew Lindenman | Registered representative | CFP | Feb 2026 (0y) | |
| Holden Grant Adams | Registered representative | CFP | Feb 2026 (0y) | |
| Jackson Sloan Harvey | Registered representative | CFP | Mar 2026 (0y) | |
| Jessie Elizabeth Martens | Registered representative | May 2026 (0y) | ||
| Adam Khaled Farag | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forvis Mazars, Llp | Managing Member/Full Owner | May 1998 | A | 75% or more |
| Forvis Mazars, Llp | Managing Member/Full Owner | May 1998 | B | ≈ 56.25% – 100% via Forvis Mazars, Llp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Forvis Mazars, Llp: 75% – 100% of Forvis Mazars, Llp × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Forvis Mazars, Llp Employees' Savings Plan I | Forvis Mazars, Llp | 2,471 | $955M | 06/01/2024 |
| Forvis Mazars, Llp Employees Savings Plan Ii | Forvis Mazars, Llp | 2,551 | $881M | 06/01/2024 |
| Home Bancshares, Inc. 401(k) And Employee Stock Ownership Plan | Home Bancshares, Inc. | 2,574 | $150M | 01/01/2024 |
| Century Mining, Llc 401(k) Plan | Century Mining, Llc | 367 | $12.3M | 01/01/2024 |
| Go Mart, Inc. 401(k) Plan | Go Mart, Inc. | 996 | $12.9M | 01/01/2024 |
| R & D Maintenance Services, Inc. 401(k)plan | R & D Maintenance Services, Inc. | 202 | $7.9M | 01/01/2024 |
| Certified Industrial Partners Retirement Plan | Certified Industrial Partners, Inc. | 187 | $8.3M | 01/01/2024 |
| Maries County Bancorp, Inc. 401(k) Profit Sharing Plan | Maries County Bancorp, Inc. | 121 | $10.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.11 MB | 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
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $9.0B (92% of AUM) Mar 2026
- National Financial Services (Fidelity) $910M (12% of AUM) Jun 2024
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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗