A complete list of active advisors currently associated with Moss Adams Wealth Advisors LLC

Warmer can help you find a great advisor at Moss Adams Wealth Advisors LLC or one who fits your needs even better.

Moss Adams Wealth Advisors provides investment advisory, financial planning and investment consulting to high‑net‑worth individuals and families as well as trusts, estates, charitable organizations, corporations, foundations, pension and profit‑sharing plans and tribal government entities. The firm manages multiple account types—including discretionary and non‑discretionary portfolios, separately managed account allocations and recommendations of private/alternative funds—and reported approximately $5.77 billion in client assets as of year‑end. The firm typically develops a written Investment Policy Statement with each client and manages most accounts on a discretionary basis, employing a long‑term, strategic asset allocation with core‑satellite portfolio construction, periodic rebalancing and both quantitative and qualitative manager due diligence. Moss Adams may use margin and options where appropriate, allocates to third‑party managers or private funds for qualifying clients, and provides standalone or ongoing financial planning and investment consulting engagements. Moss Adams is controlled by Baker Tilly Advisory Group, LP and discloses a network of affiliated entities that includes licensed CPA firms and related broker‑dealer, municipal advisory, insurance and pooled‑vehicle sponsor affiliates, which the brochure identifies as potential sources of conflicts and operational restrictions (for example, independence securities limitations tied to attest relationships). The firm also describes arrangements to facilitate insurance solutions with Long Road Risk Management Services and ValMark (including an annual advisory fee paid in certain cases) and notes that some marketing materials include hypothetical performance, all of which distinguish its operating and referral structure from many peers.

To learn more about the advisors currently working at Moss Adams Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.