Modera Wealth Management, LLC

RIASEC RegisteredEst. 2010

Total AUM

$17.7B

Discretionary

$16.9B

96% of AUM

Avg account

$825K

Accounts

21,420

Employees

238

Advisory reps

128

Firm details

Headquarters: Westwood, New Jersey
CRD number: 155649
Registered since: November 16, 2010
Website: moderawealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.61%
Individuals5.94%
Charitable Organizations3.55%
Corporations / Businesses2.65%
Pension & Profit Sharing Plans2.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Modera Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2010 and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its billing combines percentage-of-AUM fees with hourly and fixed-fee arrangements, and the firm identifies as an active ESG investor. Modera also lists accountant services among its business activities. Modera has been recognized repeatedly in industry rankings, with placements on Barron’s Top 100 RIAs across multiple years, a Forbes acknowledgment in 2024, a FA Magazine mention in 2020, and inclusion on AdvisorHub’s “50 RIA Firms to Watch” list in 2026. Those citations reflect visibility among peer firms rather than a change in the firm’s stated service mix.