Forvis Mazars Wealth Advisors, LLC

$12.01BAssets under management
as of Aug 2026 · SEC Form ADV
Springfield, MO
Visit websiteLinkedIn
83 people on Advicer connected to this.

Tech stack

No one at Forvis Mazars Wealth Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Forvis Mazars Wealth Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $8.1B held · filed Aug 2024