Moss Adams Wealth Advisors

Moss Adams Wealth Advisors

Moss Adams Wealth Advisors was launched within Moss Adams LLP in 1988 to bring formal investment advisory and financial-planning capabilities to the firm's existing tax and assurance clients. The firm's roots stretch back to 1913, when John G. McIntosh opened an accounting practice in Seattle to serve the forest-products industry. Today, that legacy sits inside a national professional-services partnership that serves business owners, executives, and high-net-worth families from more than two dozen US states. The wealth-advisory offering spans tax planning, financial planning, investment management, and family-office services. Publicly named capabilities include estate planning, stock-option strategies, charitable planning, and real estate advisory. The firm does not disclose a dedicated asset allocation, but its parent's industry exposure — technology, life sciences, real estate, health care, financial services, construction, food and beverage, and more — suggests its private-client book is heavily weighted toward middle-market operating-business owners and the professionals who advise them. Geographic concentration remains strongest in the West, with explicit offices listed for California, Oregon, Washington, Arizona, Colorado, and Texas, among other states. The parent partnership, Moss Adams LLP, joined with Baker Tilly in 2024 in a private equity-backed combination funded by Hellman & Friedman (per the firm's about page, 2025). The combined entity operates under an alternative-practice structure: Moss Adams LLP and Baker Tilly US, LLP remain licensed CPA firms providing assurance, while Baker Tilly Advisory Group, LP and its subsidiaries deliver tax and consulting. Moss Adams Wealth Advisors LLC sits on the advisory side, explicitly disclosed as the entity through which investment-advisory services are offered. Team size and assets under management are not publicly reported. Moss Adams Wealth Advisors' structural distinction lies in its embedding within a full-service accounting and consulting partnership, rather than operating as a standalone RIA or multi-family office. Clients interact with a single enterprise that can simultaneously prepare a tax return, audit a business, advise on a sale, and manage personal assets. The 2024 Baker Tilly combination adds national scale while preserving a partnership model whose equity holders are practicing CPAs — an architecture that makes the wealth-management relationship an extension of a pre-existing professional-services engagement rather than a separate asset-gathering channel.