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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Modera Wealth Management, LLC, by the state and city of the office they work from.

125 registered advisors work at Modera Wealth Management, LLC, in 11 states and 19 cities; the most are in Westwood, NJ (48). 87 list the CFP designation and 0 are also registered broker representatives.

Search every Modera Wealth Management, LLC advisor by name →Who joined and left Modera Wealth Management, LLC →Modera Wealth Management, LLC: assets, clients and custodians →

Cities with the most Modera Wealth Management, LLC advisors

Westwood, NJ 48Charlotte, NC 12Wayne, PA 12Asheville, NC 11Boston, MA 9Atlanta, GA 7Inverness, FL 4Plantation, FL 4Allentown, PA 3McLean, VA 3Winston-Salem, NC 3New Providence, NJ 2Annapolis, MD 1Bountiful, UT 1Fenton, MI 1New York, NY 1New York City, NY 1South Jordan, UT 1Southern Pines, NC 1

Modera Wealth Management, LLC advisors by state

Modera Wealth Management, LLC in New Jersey 50

Westwood 48New Providence 2

Modera Wealth Management, LLC in North Carolina 27

Charlotte 12Asheville 11Winston-Salem 3Southern Pines 1

Modera Wealth Management, LLC in Pennsylvania 15

Wayne 12Allentown 3

Modera Wealth Management, LLC in Massachusetts 9

Boston 9

Modera Wealth Management, LLC in Florida 8

Inverness 4Plantation 4

Modera Wealth Management, LLC in Georgia 7

Atlanta 7

Modera Wealth Management, LLC in Virginia 3

McLean 3

Modera Wealth Management, LLC in New York 2

New York 1New York City 1

Modera Wealth Management, LLC in Utah 2

Bountiful 1South Jordan 1

Modera Wealth Management, LLC in Maryland 1

Annapolis 1

Modera Wealth Management, LLC in Michigan 1

Fenton 1

Questions

How many financial advisors does Modera Wealth Management, LLC have?

125 investment adviser representatives are registered with Modera Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 11 states and 19 cities. 87 list the CFP designation and 0 are also registered as broker representatives.

Where does Modera Wealth Management, LLC have the most advisors?

Westwood, NJ, with 48 registered advisors, then Charlotte, NC (12). By state, New Jersey has the most, with 50.

How do I find a Modera Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Modera Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Modera Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →