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

122

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, SEC-registered since 2010 and organized as an LLC, provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, consulting for businesses and institutions, pension consulting and manager selection services. Its billing options include a percentage-of-AUM fee model alongside hourly and fixed-fee engagements. Modera identifies as an active ESG investor and lists accounting among its business activities and industry affiliations. The firm has received repeated industry recognition, including placement on Barron’s Top 100 RIA Firms (2021–2025), Forbes’ Top RIA Firms in 2024, FA Magazine’s Top RIA Firms in 2020, and AdvisorHub’s 50 RIA Firms to Watch in 2026. These listings reflect visibility among industry rankings rather than a statement about performance or client outcomes.