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RIA comparison · SEC Form ADV

Forvis Mazars Wealth Advisors, LLC vs Curi Capital, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Forvis Mazars Wealth Advisors, LLC is the larger of the two, with $12B in regulatory assets to $12B at Curi Capital, LLC, 4% more than its rival, by their latest Form ADV filings. Forvis Mazars Wealth Advisors, LLC reports more individual clients (4,329 vs 2,865), while Curi Capital, LLC’s clients hold more on average (about $2.9 million each against $2.5 million). Forvis Mazars Wealth Advisors, LLC is based in Springfield, Missouri and Curi Capital, LLC in Chicago, Illinois.

FigureForvis Mazars Wealth Advisors, LLCCuri Capital, LLC
Regulatory AUM$12B$12B
National rank#81#83
HeadquartersSpringfield, MissouriChicago, Illinois
Individual clients4,3292,865
High-net-worth clients1,8981,547
Average client assets$2.5 million$2.9 million
Accounts14,04416,939
Discretionary98% of AUM80% of AUM
Employees124180
Advisory staff82106
Clients per advisory employee5327
Offices6611
Form ADV filed2026-08-252026-07-07

Forvis Mazars Wealth Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Curi Capital, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Forvis Mazars Wealth Advisors, LLC or Curi Capital, LLC?

Forvis Mazars Wealth Advisors, LLC, with $12B in regulatory assets under management against $12B at Curi Capital, LLC. Nationally they rank #81 and #83 among 5,657 independent wealth management RIAs.

How many clients do Forvis Mazars Wealth Advisors, LLC and Curi Capital, LLC have?

Forvis Mazars Wealth Advisors, LLC reports 4,329 individual clients (1,898 high-net-worth) with 82 advisory employees; Curi Capital, LLC reports 2,865 (1,547 high-net-worth) with 106 advisory employees.

How do Forvis Mazars Wealth Advisors, LLC and Curi Capital, LLC charge clients?

Only Forvis Mazars Wealth Advisors, LLC lists hourly charges on Form ADV. Only Curi Capital, LLC lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Forvis Mazars Wealth Advisors, LLC and Curi Capital, LLC offer?

Forvis Mazars Wealth Advisors, LLC lists periodicals or newsletters; educational seminars and workshops, which Curi Capital, LLC does not. Curi Capital, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; other services, which Forvis Mazars Wealth Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Forvis Mazars Wealth Advisors, LLC ↗, Curi Capital, LLC ↗. How to check a financial advisor →