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

141

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 offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of third‑party advisers. Its billing mixes percentage‑of‑AUM fees with hourly and fixed fees, and the firm identifies itself as an active ESG investor. Modera also lists accounting among its business activities, which can inform tax and reporting coordination for clients. The firm has gathered external recognition over the past several years, including placements on Barron’s Top 100 RIA lists (2021–2025), inclusion in Forbes’ Top RIA Firms in 2024, a FA Magazine mention in 2020, and an AdvisorHub “50 RIA Firms to Watch” nod in 2026.