Moss Adams Wealth Advisors LLC
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Learn more about Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC operates as a financial advisor company located in Seattle, Washington. It has $3.3 billion in total assets throughout 4,118 customer accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has an average-sized team, including 45 financial advisors. Moss Adams Wealth Advisors LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, options and equities.
Moss Adams Wealth Advisors LLC manages most of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring the client's authorization. It also manages 494 non-discretionary accounts with a total of $576.5 million in assets under management. The investment advisory firm manages roughly $809,577 in assets for each account. The average financial advisor at Moss Adams Wealth Advisors LLC manages around 92 client accounts.
Moss Adams Wealth Advisors LLC's central office is located at 999 Third Ave Ste 2800, Seattle, Washington 98104. The firm is allowed to provide services to clients throughout 18 U.S. states and territories.
Assets Under Management
Number of Advisors
Moss Adams Wealth Advisors LLC by the Numbers
Products and Services
Moss Adams Wealth Advisors LLC provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, Moss Adams Wealth Advisors LLC provided financial planning services to 1000 of its accounts. Moss Adams Wealth Advisors LLC does not sell products or offer services other than investment advice to its investment advisory customers. Moss Adams Wealth Advisors LLC is affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Financial advisory fees vary depending on which services the firm provides the client. Fees billed by the company likely consist of any blend of the following fee types: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company does business with a broad range of clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, corporations and other. Out of its 4,118 clients, Moss Adams Wealth Advisors LLC's biggest client by number of accounts is high net worth investors, though it also serves 1,037 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 85.49%
- Other Individuals - 8.9%
- Corporations - 5.19%
- Charitable Organizations - 0.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Moss Adams Wealth Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Moss Adams Wealth Advisors LLC
Los Angeles, CA
Rancho Cordova, CA
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