# Forvis Wealth Advisors

Forvis Wealth Advisors is a Bank / Wealth / Trust based in Springfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Springfield, United States
- **Region:** North America
- **Address:** Springfield, MO, United States
- **Founded:** 1999
- **Assets under management:** Approximately $9.75 billion (May 31, 2025)
- **Website:** forviswealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/forvis

## About

Forvis Wealth Advisors is an SEC-registered investment adviser in SPRINGFIELD, MO, registered since 1999. The firm manages $9.8 billion in assets, $9.6 billion on a discretionary basis. It has 123 employees and 78 investment advisers.

## Questions

### How does Forvis Wealth Advisors source venture deals?

The firm primarily sources deal flow through the professional network of FORVIS partners and their private company clients. Tax partners and audit teams frequently identify growth-stage businesses seeking capital, creating a proprietary origination pipeline grounded in ongoing advisory relationships rather than traditional cold outreach. This model is distinct from institutional venture firms that rely on founder inbound, accelerator networks, or banker-led deal flow.

### What sectors and stages does Forvis Wealth Advisors target?

Based on the firm's professional services heritage and middle-market client concentration, the venture allocation is oriented toward enterprise software, healthcare services, and business services companies. Stage preferences lean toward growth equity and late-stage venture rounds where tax and audit diligence is already in place. The firm's geographic focus mirrors the FORVIS office footprint, with deep coverage of the Southeast, Midwest, and Texas markets.

### Is Forvis Wealth Advisors' AUM publicly disclosed?

The firm does not publicly disclose regulatory assets under management. Its SEC registration as an investment advisor covers multiple advisory services including wealth management, retirement planning, and investment consulting. The venture allocation represents a component of the broader private client portfolio, and no separated venture AUM figure has been published in industry databases or the firm's own communications.

## Related profiles

- [Forvest Global Wealth Management](https://altss.com/profile/forvest-global-wealth-management)
- [Forward Financial Planning](https://altss.com/profile/forward-financial-planning)

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Last updated: 2026-07-06T00:42:47.137Z

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