Modera Wealth Management, LLC
Westwood, NJ·SEC-registered · CRD #155649
Modera Wealth Management, LLC is an SEC-registered investment advisory firm in Westwood, NJ managing $18B across 22k client accounts, with 106 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
22k
Advisory staff
106
Fee model
Fee-based
How Modera Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Modera Wealth Management, LLC
How much does Modera Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (06/23/2026), Modera Wealth Management, LLC reports $18B in regulatory assets under management across roughly 22k client accounts.
How does Modera Wealth Management, LLC charge?
Modera Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Modera Wealth Management, LLC a fiduciary?
Yes. Modera Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155649), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Modera Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Modera Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westwood, NJ
Profile compiled from Modera Wealth Management, LLC's public SEC Form ADV filing (CRD #155649, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Modera Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Modera Wealth Management, LLC? Claim this profile.