Modera Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westwood, NJ. Its latest Form ADV filing, dated March 18, 2026, reports $17.7B in regulatory assets under management, 238 employees, 30 offices, and 21,420 accounts.
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
3,443
2
Individuals
39.2%
2,475
3
Charitable
3.1%
195
4
Pension Plans
1.8%
111
5
Corporations
1.3%
84
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.7Bas of March 18, 2026
Discretionary95.6%
$16.9B
96% of total RAUM95.6%
Non-discretionary4.4%
$782M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$17.7B
Total Accounts21,420
10Y AUM Change+$15.6B (+755.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees238
Clients per Employee27:1
10Y Employee Change+182 (+325.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.