# Moss Adams Wealth Advisors

Moss Adams Wealth Advisors is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Sacramento, CA, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** mossadams.com
- **LinkedIn:** linkedin.com/company/moss-adams-wealth-advisors-llc

## About

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. 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.

## Sectors

- Financial Services
- Private Client Services
- Real Estate
- Technology
- Life Sciences
- Health Care

## Questions

### What regulatory jurisdiction applies to Moss Adams Wealth Advisors?

Moss Adams Wealth Advisors LLC operates as an SEC-registered investment adviser. Registration details are not directly published on the Moss Adams site but are standard for a subsidiary offering investment-management services to US clients.

### Has the 2024 Baker Tilly combination changed the wealth-management offering?

The combination brought together Moss Adams Wealth Advisors LLC and Baker Tilly Wealth Management, LLC under one alternative-practice umbrella. While the firm has stated the merger redefines middle-market advisory services, no public details specify operational integration, combined AUM, or leadership changes within either wealth arm.

## Related profiles

- [Mosley Wealth Management](https://altss.com/profile/mosley-wealth-management)
- [MOST Ventures](https://altss.com/profile/most-ventures)

---

Updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/moss-adams-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology