About Forvis Wealth Advisors, LLC
<p>With offices in Kansas City, Wichita, and Indianapolis, Forvis Wealth Advisors, LLC works with plan sponsors across the Kansas City metro, south-central Kansas, and central Indiana. The firm is an SEC-registered investment advisor affiliated with Forvis Mazars, the national CPA and advisory firm.</p> <p>Forvis Wealth Advisors, LLC reports $9.8B in assets under management (2026). Its day-to-day work includes fiduciary support for employer retirement plans, with a focus on formal delegation services that help sponsors document roles and oversight.</p> <p>Plan sponsors often engage the firm for 3(21) co-fiduciary guidance and 3(38) investment manager services. That mix lets a committee keep decision-making authority with added support, or appoint a discretionary manager to take responsibility for selecting and monitoring the investment lineup.</p> <p>One differentiator is the firm’s connection to a large CPA and advisory platform, which can be helpful for organizations that want retirement plan advice aligned with broader tax and advisory resources.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>ERISA 3(21) investment advice fiduciary support</li> <li>ERISA 3(38) discretionary investment management</li> <li>Multi-office coverage across Missouri, Kansas, and Indiana</li> </ul>
Website: https://www.forvismazars.us/
Office Locations
- Kansas City, MO
- Wichita, KS
- Indianapolis, IN
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $9.8B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN | CHICAGO MERCANTILE EXCHANGE, INC., IL | $1.1B | 2,245 |
| HOME BANCSHARES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HOME BANCSHARES, INC., AR | $150M | 2,574 |
| LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | LAKEVIEW CENTER, INC., FL | $117M | 2,591 |
| CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN | CITIZENS MEMORIAL HOSPITAL DISTRICT, MO | $91M | 2,410 |
| CREWS & ASSOCIATES INC. 401(K) PLAN | CREWS & ASSOCIATES, INC., AR | $48M | 183 |
| 401(k) Retirement Plan | Healthcare Sponsor, NJ | $42M | 491 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IL | $39M | 211 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $33M | 55 |
| 401(k) Retirement Plan | Technology Sponsor, IN | $31M | 141 |
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