CRD: 110905
Forvis Mazars Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-1999
- Office Locations
- 33
Office Locations
About Forvis Mazars Wealth Advisors, LLC
FORVIS MAZARS WEALTH ADVISORS, LLC provides wealth management and financial planning alongside broader Forvis Mazars tax, assurance, and consulting capabilities (including SEC services, SOC audits, and retirement plan consulting). Investment implementation emphasizes asset allocation and risk management across mutual funds, ETFs, and fixed income, with alternatives considered as appropriate. Serves both retail and institutional clients, including entrepreneurs and physicians; commonly custodies at Schwab and Fidelity and supports Orion/Tamarac workflows.
Reported data analysis
What the numbers show
Between September 10, 2025 and August 25, 2026, reported AUM increased 23.1%, from $9.8B to $12.0B.
Across 5 reported observations, AUM increased 62.3% between December 14, 2022 and August 25, 2026, from $7.4B to $12.0B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 82 advisory representatives and 4,697 clients, or 57.3 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 33 reported office locations and 26 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
NICOLE DANIELLE CONKLIN
Chief Compliance Officer
- CRD
- #5042249
- Ownership
- Less than 5%
JEFFREY ALLEN LAYMAN
Chief Investment Officer, Partner
- CRD
- #1732941
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Holden Grant Adams
--
- CRD
- #8225860
KAYSHA LOUISE ANDREWS
--
- CRD
- #6332358
Showing 2 of 82 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,823,764,830 | $848,129 |
| Non-Discretionary | $182,197,570 | $1,768,908 |
| Total | $12,005,962,400 | $854,882 |
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Separately Managed Accounts
SMA allocation detail is available
Forvis Mazars Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Forvis Mazars Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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