Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in Atlanta, A to Z.

The short answer

7 registered advisors work at Modera Wealth Management, LLC in Atlanta, out of 125 at the firm nationwide; it ranks number 88 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Modera Wealth Management, LLC advisors in Atlanta, A to Z

Every Modera Wealth Management, LLC advisor →

Modera Wealth Management, LLC advisors in every city and state →Modera Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Modera Wealth Management, LLC advisors in other cities

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

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75

Questions

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

7 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 125 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Modera Wealth Management, LLC one of the largest advisor employers in Atlanta?

Modera Wealth Management, LLC ranks number 88 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Modera Wealth Management, LLC advisor in Atlanta?

Each advisor below 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. Advisors are listed at the city of the Modera Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.