Wealth Manager
    SEC Registered
    Manages Private Funds

    Modera Wealth Management, LLC

    Registered investment advisor · Westwood, New Jersey · CRD #155649

    Assets Under Management
    $17.7B
    Client Accounts
    21,420
    Employees
    238
    CRD Number
    155649
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Modera Wealth Management, LLC

    Modera Wealth Management is a fee-only, fiduciary financial advisory firm that offers comprehensive wealth management services across the United States. Established in 1983, it has grown to manage over $15 billion in assets for more than 6,000 clients, primarily along the East Coast. The firm prides itself on a high client retention rate of 97% and an average client tenure of 10.5 years. Modera provides a wide range of services, including financial planning, investment management, trust service

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Modera Wealth Management, LLC

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    Frequently Asked Questions

    What is Modera Wealth Management, LLC's AUM?

    Modera Wealth Management, LLC reports approximately $17.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Modera Wealth Management, LLC headquartered?

    Modera Wealth Management, LLC is headquartered in Westwood, New Jersey.

    What is Modera Wealth Management, LLC's CRD number?

    Modera Wealth Management, LLC's CRD number is 155649. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Modera Wealth Management, LLC manage?

    Modera Wealth Management, LLC manages approximately 21,420 client accounts according to its latest SEC filing.

    Is Modera Wealth Management, LLC SEC registered?

    Yes, Modera Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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