Modera Wealth Management, LLC

RIASEC Registered

Total AUM

$17.7B

Discretionary

$16.9B

96% of AUM

Avg account

$825K

Accounts

21,420

Employees

238

Advisory reps

145

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 RIA that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers; its business filings also list accounting-related activities, indicating in-house or affiliated tax/accounting capabilities. Modera is registered with the SEC (initial registration in 2010) and uses a mix of percentage-of-AUM, hourly and fixed fees. The firm reports being an active ESG investor and positions public funds/mutual funds as a central building block of client portfolios. Modera has received repeated industry recognition, including placements on Barron’s Top 100 RIA Firms (multiple years), a Forbes Top RIA Firms mention in 2024, FA Magazine coverage in 2020 and inclusion on AdvisorHub’s “50 RIA Firms to Watch” list in 2026.