Forvis Mazars Wealth Advisors, LLC
● SEC registered since 1999CRD 110905SEC# 801-56928Springfield, MO
Reg. AUM
$12.01B
Employees
124
Accounts
14,044
Location
Springfield, MO
About Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors, through Forvis Mazars Private Client, provides wealth management for high-net-worth individuals and families plus investment consulting for retirement plans and institutions. It plans holistically across near-term needs and long-term milestones.
Summary based on the firm’s website.
Forvis Mazars Wealth Advisors, LLC assets under management
Forvis Mazars Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Springfield, MO. The firm has been registered since 1999. It reports $12 billion in regulatory assets under management and employs 124 people.
Forvis Mazars Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Forvis Mazars, LLP Control | Managing Member/Full Owner | Over 75% | 1998 |
| Holly Maria Pantzer Control | Managing Partner | Under 5% | 2026 |
| Jeffrey Allen Layman Control | Chief Investment Officer | Under 5% | 2008 |
| Nicole Danielle Conklin | Chief Compliance Officer | Under 5% | 2013 |
| William Thompson Sneed Control | Regional Sector Leader | Under 5% | 2022 |
| Forvis Mazars, LLP Control | Managing Member/Full Owner | Over 75% | 1998 |
Frequently asked questions
How much does Forvis Mazars Wealth Advisors, LLC manage?
Forvis Mazars Wealth Advisors, LLC reports $12 billion in regulatory assets under management on its Form ADV.
How many employees does Forvis Mazars Wealth Advisors, LLC have?
Forvis Mazars Wealth Advisors, LLC reports 124 employees.
Where is Forvis Mazars Wealth Advisors, LLC located?
Forvis Mazars Wealth Advisors, LLC is based in Springfield, MO and has been SEC-registered since 1999.
Does Forvis Mazars Wealth Advisors, LLC disclose fund performance?
Forvis Mazars Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 910 East St Louis St, Springfield, MO 65806 |
| Phone | 417.831.7283 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1352864 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.01B▲ 35%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,369 advisers
EmployeesTop 6%
More than 94% of 16,804 advisers
Assets under management
$12.01Bregulatory AUM
Discretionary $11.82BNon-discretionary $182.2M