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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in McLean, VA

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

3 registered advisors work at Modera Wealth Management, LLC in McLean, out of 125 at the firm nationwide; it ranks number 36 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Modera Wealth Management, LLC advisors in McLean, 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 9Atlanta, GA 7Inverness, FL 4Plantation, FL 4Allentown, PA 3Winston-Salem, NC 3New Providence, NJ 2Annapolis, MD 1Bountiful, UT 1Fenton, MI 1New York, NY 1

Other firms in McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12

Questions

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

3 investment adviser representatives are registered at Modera Wealth Management, LLC offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 125 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Modera Wealth Management, LLC ranks number 36 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

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

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.