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

144

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 organized as an LLC and active since 2010. The firm serves both individual/family and institutional clients and operates as a capital allocator that selects third‑party managers on behalf of clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and pension consulting services. Modera charges using a mix of percentage of assets under management, hourly fees, and fixed fees. The firm identifies as an active ESG investor and lists accounting among its business and industry affiliations. Modera has been recognized in industry rankings across multiple years, including placements in Barron’s Top 100 RIA Firms (2021–2025), a Forbes Top RIA listing in 2024, a FA Magazine mention in 2020, and an AdvisorHub “50 RIA Firms to Watch” mention in 2026. These citations reflect external visibility but do not describe Modera’s investment approach or client outcomes.