RIA comparison · SEC Form ADV
LNW vs Forvis Mazars Wealth Advisors, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
LNW is the larger of the two, with $12B in regulatory assets to $12B at Forvis Mazars Wealth Advisors, LLC, 1% more than its rival, by their latest Form ADV filings. Forvis Mazars Wealth Advisors, LLC reports more individual clients (4,329 vs 1,079), while LNW’s clients hold more on average (about $9.9 million each against $2.5 million). LNW is based in Seattle, Washington and Forvis Mazars Wealth Advisors, LLC in Springfield, Missouri.
| Figure | LNW | Forvis Mazars Wealth Advisors, LLC |
|---|---|---|
| Regulatory AUM | $12B | $12B |
| National rank | #79 | #81 |
| Headquarters | Seattle, Washington | Springfield, Missouri |
| Individual clients | 1,079 | 4,329 |
| High-net-worth clients | 850 | 1,898 |
| Average client assets | $9.9 million | $2.5 million |
| Accounts | 6,041 | 14,044 |
| Discretionary | 96% of AUM | 98% of AUM |
| Employees | 169 | 124 |
| Advisory staff | 96 | 82 |
| Clients per advisory employee | 11 | 53 |
| Offices | 5 | 66 |
| Form ADV filed | 2026-03-31 | 2026-08-25 |
LNW
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
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
Questions
Which is bigger, LNW or Forvis Mazars Wealth Advisors, LLC?
LNW, with $12B in regulatory assets under management against $12B at Forvis Mazars Wealth Advisors, LLC. Nationally they rank #79 and #81 among 5,657 independent wealth management RIAs.
How many clients do LNW and Forvis Mazars Wealth Advisors, LLC have?
LNW reports 1,079 individual clients (850 high-net-worth) with 96 advisory employees; Forvis Mazars Wealth Advisors, LLC reports 4,329 (1,898 high-net-worth) with 82 advisory employees.
How do LNW and Forvis Mazars Wealth Advisors, LLC charge clients?
Only Forvis Mazars Wealth Advisors, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do LNW and Forvis Mazars Wealth Advisors, LLC offer?
LNW lists portfolio management for pooled investment vehicles, which Forvis Mazars Wealth Advisors, LLC does not. Forvis Mazars Wealth Advisors, LLC lists pension consulting, which LNW does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers; periodicals or newsletters; educational seminars and workshops.
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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: LNW ↗, Forvis Mazars Wealth Advisors, LLC ↗. How to check a financial advisor →