FORVIS MAZARS WEALTH ADVISORS, LLC

CRD

110905

SEC file #

801-56928

EIN

431815436

DBA names

—

Economics

AUM

$9.75B

AUM band

$1B+

AUM trajectory

'20 · $3.23B

'21 · $3.70B

'22 · $4.98B

'23 · $7.40B

'25 · $9.75B

'26 · $9.75B

'20'26

$3.23B → $9.75B▲ +202%

sec adv history

Client mix

Individuals Other	2,509
Individuals High Net Worth	1,674
Charitable Organizations	94
Corporations	92
Pension Profit Sharing Plans	29

Operations

Employees (total)

123

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 44 advisors

'21 · 47 advisors

'22 · 50 advisors

'23 · 79 advisors

'25 · 78 advisors

'26 · 78 advisors

'20'26

44 advisors → 78 advisors▲ +77%

sec adv history

Primary office

SPRINGFIELD MO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/25/2026

ADV-W filed at

—

Website

forvismazars.us

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FORVIS MAZARS, LLP

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FORVIS MAZARS, LLP

LAYMAN, JEFFREY, ALLEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

869,712

Form 5500 Compensation Trajectory 3y

2025	574,359
2026	295,353

Form 5500 Plan Count Trajectory 3y

2025	15
2026	3

Schedule C Total Compensation

869,712

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001352864

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2006-05-23

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-01

Accession0001352864-26-000002

Edgar Former Names

FORVIS Wealth Advisors, LLC

BKD Wealth Advisors, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

910 E. ST. LOUIS ST., STE. 200SPRINGFIELD, MO 65806

Business

910 E. ST. LOUIS ST., STE. 200SPRINGFIELD, MO 65806

Edgar EIN

431815436

Edgar Recent Filings

SCHEDULE 13G2026-05-11 · 0001352864-26-000003

13F-HR2026-05-01 · 0001352864-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (53)

LAYMAN, JEFFREY, ALLEN

1732941

PANTZER, HOLLY, MARIA

Executive Officer · 2.5%

4613300

SNEED, WILLIAM, THOMPSON

Executive Officer · 2.5%

1377917

CONKLIN, NICOLE, DANIELLE

Executive Officer · 2.5%

5042249

HEATHER MICHELLE BROYLES

4586921

Braiden James Jolliff

7428773

DAVID NICHOLAS WITHROW

Katherine Elizabeth Jaskinia

4495566

ALEXANDER JAMES HUNTER

RHONDA DENISE CHRISTOPHER

AMY ELIZABETH MANNING

Bronson Lyle Verhines

DONALD FREDERICK LARSEN

ANDREW LEONARD DOUGLAS

Kaytlan Michelle Uhlman

Adrian George Castner Vassallo

DOLLIE BEDDINGFIELD Halford

6860574

Mitchell John Bertrand

JEFFREY THOMAS LENHART