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

140

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, SEC-registered investment adviser founded in 2010 that serves both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management and adviser selection, and it lists accounting among its business activities and industry affiliations. Modera bills clients on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. The firm describes itself as a capital allocator and identifies as an active ESG investor. Modera’s advisory coverage spans individual and small-business portfolio management, institutional and business portfolios, pension consultation, and referring or selecting outside managers when appropriate. The firm has been recognized repeatedly in industry rankings, including placements on Barron’s Top 100 RIA list for multiple years (2021–2025), a Forbes Top RIA mention in 2024, and other trade outlets such as FA Magazine and AdvisorHub.