Modera Wealth Management, LLC

Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,950,534,211 in 8,913 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,951
    MILLION
  • Total Number of Accounts
    8,913
    ACCOUNTS
  • Average Account Value
    $779,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA, WA

Financial Advisors at Modera Wealth Management, LLC
Showing 31 - 40 of 59 top financial advisors.
31
Aaron M. Mellman
CRD#: 6925247
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342

Aaron Mellman (CRD# 6925247) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

32
Mindy L. Neira
CRD#: 5940154
56 Jefferson Avenue, Westwood, NJ 07675

Mindy Neira (CRD# 5940154) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 10 years of experience in the finance industry. Mindy Neira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

33
Thomas A. Orecchio
CRD#: 2111250
56 Jefferson Avenue, Westwood, NJ 07675

Thomas Orecchio (CRD# 2111250) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 31 years of experience in the finance industry. Thomas Orecchio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

34
George T. Padula
CRD#: 1922032
535 Boylston Street, Suite 300, Boston, MA 02116

George Padula (CRD# 1922032) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry. George Padula has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

35
Jonie M. Parks
CRD#: 2277525
6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209

Jonie Parks (CRD# 2277525) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 29 years of experience in the finance industry. Jonie Parks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

36
Ryan L. Pope
CRD#: 5760988
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342

Ryan Pope (CRD# 5760988) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Ryan Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

37
Mark A. Rioboli
CRD#: 2391185
620 Lee Road, Suite 100, Wayne, PA 19087

Mark Rioboli (CRD# 2391185) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 28 years of experience in the finance industry. Mark Rioboli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

38
Charles S. Roberson
CRD#: 1228347
56 Jefferson Avenue, Westwood, NJ 07675

Charles Roberson (CRD# 1228347) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 37 years of experience in the finance industry. Charles Roberson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

39
Patrick D. Runyen
CRD#: 5268397
56 Jefferson Avenue, Westwood, NJ 07675

Patrick Runyen (CRD# 5268397) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 15 years of experience in the finance industry. Patrick Runyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

40
Brian K. Schiess
CRD#: 6050503
56 Jefferson Avenue, Westwood, NJ 07675

Brian Schiess (CRD# 6050503) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Brian Schiess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.