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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

WE Family Offices 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

WE Family Offices and Modera Wealth Management, LLC are almost exactly the same size, with $18B and $18B in regulatory assets (WE Family Offices slightly ahead), by their latest Form ADV filings. Modera Wealth Management, LLC reports more individual clients (5,918 vs 112), while WE Family Offices’ clients hold more on average (about $159 million each against $2.7 million). WE Family Offices is based in Coral Gables, Florida and Modera Wealth Management, LLC in Westwood, New Jersey.

FigureWE Family OfficesModera Wealth Management, LLC
Regulatory AUM$18B$18B
National rank#54#55
HeadquartersCoral Gables, FloridaWestwood, New Jersey
Individual clients1125,918
High-net-worth clients1123,443
Average client assets$159 million$2.7 million
Accounts11221,420
Discretionary0% of AUM96% of AUM
Employees65238
Advisory staff35106
Clients per advisory employee356
Offices231
Form ADV filed2026-04-212026-09-14

WE Family Offices

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based 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, WE Family Offices or Modera Wealth Management, LLC?

WE Family Offices, with $18B in regulatory assets under management against $18B at Modera Wealth Management, LLC. Nationally they rank #54 and #55 among 5,657 independent wealth management RIAs.

How many clients do WE Family Offices and Modera Wealth Management, LLC have?

WE Family Offices reports 112 individual clients (112 high-net-worth) with 35 advisory employees; Modera Wealth Management, LLC reports 5,918 (3,443 high-net-worth) with 106 advisory employees.

How do WE Family Offices and Modera Wealth Management, LLC charge clients?

Only WE Family Offices lists performance-based fees on Form ADV. Only Modera Wealth Management, LLC lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do WE Family Offices and Modera Wealth Management, LLC offer?

Modera Wealth Management, LLC lists portfolio management for businesses and institutions; pension consulting, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; 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: WE Family Offices ↗, Modera Wealth Management, LLC ↗. How to check a financial advisor →