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RIA comparison · SEC Form ADV

Aspiriant, LLC vs Modera Wealth Management, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Aspiriant, LLC is the larger of the two, with $18B in regulatory assets to $18B at Modera Wealth Management, LLC, 2% more than its rival, by their latest Form ADV filings. Modera Wealth Management, LLC reports more individual clients (5,918 vs 2,310), while Aspiriant, LLC’s clients hold more on average (about $7.3 million each against $2.7 million). Aspiriant, LLC is based in LOS Angeles, California and Modera Wealth Management, LLC in Westwood, New Jersey.

FigureAspiriant, LLCModera Wealth Management, LLC
Regulatory AUM$18B$18B
National rank#53#55
HeadquartersLOS Angeles, CaliforniaWestwood, New Jersey
Individual clients2,3105,918
High-net-worth clients1,6833,443
Average client assets$7.3 million$2.7 million
Accounts12,17321,420
Discretionary81% of AUM96% of AUM
Employees218238
Advisory staff105106
Clients per advisory employee2256
Offices1031
Form ADV filed2026-08-212026-09-14

Aspiriant, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Modera Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Aspiriant, LLC or Modera Wealth Management, LLC?

Aspiriant, LLC, with $18B in regulatory assets under management against $18B at Modera Wealth Management, LLC. Nationally they rank #53 and #55 among 5,657 independent wealth management RIAs.

How many clients do Aspiriant, LLC and Modera Wealth Management, LLC have?

Aspiriant, LLC reports 2,310 individual clients (1,683 high-net-worth) with 105 advisory employees; Modera Wealth Management, LLC reports 5,918 (3,443 high-net-worth) with 106 advisory employees.

How do Aspiriant, LLC and Modera Wealth Management, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Aspiriant, LLC and Modera Wealth Management, LLC offer?

Aspiriant, LLC lists portfolio management for investment companies; periodicals or newsletters; educational seminars and workshops, which Modera Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Aspiriant, LLC ↗, Modera Wealth Management, LLC ↗. How to check a financial advisor →