Modera Wealth Management, LLC

Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,800,794,762 in 10,050 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,801
    MILLION
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Modera Wealth Management, LLC
Showing 31 - 40 of 98 top financial advisors.
31
Jessie M. Goodwin
CRD#: 5854333
6 Wall Street, Asheville, NC 28801

Jessie Goodwin (CRD# 5854333) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 13 years of experience in the finance industry.

32
Karl H. Graf
CRD#: 1888675
6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209

Karl Graf (CRD# 1888675) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.

33
Ashley M. Gragtmans
CRD#: 6250061
6 Wall Street, Asheville, NC 28801

Ashley Gragtmans (CRD# 6250061) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 10 years of experience in the finance industry.

34
Stephen J. Haney
CRD#: 6071839
620 Lee Road, Suite 100, Wayne, PA 19087

Stephen Haney (CRD# 6071839) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 11 years of experience in the finance industry.

35
William S. Hansen
CRD#: 4251129
56 Jefferson Avenue, Westwood, NJ 07675

William Hansen (CRD# 4251129) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 24 years of experience in the finance industry.

36
Caitlin M. Heery
CRD#: 6871447
600 Lee Road, Suite 100, Wayne, PA 19087

Caitlin Heery (CRD# 6871447) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

37
Kelly A. Henning
CRD#: 6228401
56 Jefferson Avenue, Westwood, NJ 07675

Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.

38
William E. Houck
CRD#: 3117914
56 Jefferson Avenue, Westwood, NJ 07675

William Houck (CRD# 3117914) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry.

39
Gregory D. James
CRD#: 1625754
6700 Fairview Rd., Suite 360, Charlotte, NC 28210

Gregory James (CRD# 1625754) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 37 years of experience in the finance industry.

40
Roger A. James
CRD#: 5342157
56 Jefferson Avenue, Westwood, NJ 07675

Roger James (CRD# 5342157) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 16 years of experience in the finance industry.

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