Modera Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

155649

SEC number

801-71973

Firm type

RIA

Assets under management

$17.7B as of Jun 23, 2026

Website

www.facebook.com/moderawealthmanagement ↗

Phone

(201) 768-4600

Address

56 Jefferson Avenue, Westwood, NJ, 07675

Advisors at this firm

121 in our index · page 1 of 3

• Thomas Wood AusfahlCRD 5855446 · New York, NY
  IA Registered
• Edwin Rockefeller BaldrigeCRD 2295239 · Allentown, PA
  IA Registered
  Disclosure event(s) on record
• George Michael BaughmanCRD 3082789 · Tryon, NC
  IA Registered
• Douglas William BazleyCRD 4028929 · Asheville, NC
  IA RegisteredRegistration inactive
• Jeanne Foraste BernardinCRD 2206758 · Boston, MA
  IA Registered
• Benjamin Matthew BlakeCRD 6763973 · Fort Collins, CO
  IA Registered
• Keith Randall BlumenstockCRD 6332517 · Charlotte, NC
  IA RegisteredRegistration inactive
• Charles Philip BoinskeCRD 1295580 · Wayne, PA
  IA Registered
• Charles Paul BoinskeCRD 7298870 · Wayne, PA
  IA RegisteredRegistration inactive
• Melissa J BoyerCRD 4270485 · Charlotte, NC
  IA RegisteredRegistration inactive
• Travis Lee BoyerCRD 5413695 · Asheville, NC
  IA Registered
• Jeffrey Christopher BrewerCRD 5977196 · Charlotte, NC
  IA RegisteredRegistration inactive
• Elizabeth Saunders BrozenaCRD 6355330 · New York, NY
  IA RegisteredRegistration inactive
• Anna Elizabeth BruderCRD 7573992 · Asheville, NC
  IA Registered
• Jacob Evan BurlesonCRD 7034671 · Atlanta, GA
  IA Registered
• Alexander Lewis BedfordCRD 8223705 · Inverness, FL
  IA Registered
• James Merle BrunnerCRD 7512274 · Asheville, NC
  IA RegisteredRegistration inactive
• Boone Wade ButlerCRD 8249584 · Asheville, NC
  IA Registered
• Brett Vaughn CaldwellCRD 6417819 · Bountiful, UT
  IA Registered
• John Joseph CeparanoCRD 2582424 · Inverness, FL
  IA Registered
• Aaron David CombsCRD 5810738 · Charlotte, NC
  IA Registered
• Daniel Patrick CrimminsCRD 4632134 · Lakewood Ranch, FL
  IA Registered
• Elizabeth Hurt CunaginCRD 3041334 · Asheville, NC
  IA Registered
• Jonathan Dewayne CogginsCRD 1336817 · Littleton, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Elizabeth Hastings DanielsCRD 8061424 · Westwood, MA
  IA Registered
• Sarah Duffell DergarabedianCRD 4764331 · Asheville, NC
  IA Registered
• Robert James DowlingCRD 2789330 · Westwood, NJ
  IA Registered
• Nicholas Vincent Di PaloCRD 7589523 · Westwood, NJ
  IA Registered
• Malinda DornanCRD 7273904 · Charlotte, NC
  IA RegisteredRegistration inactive
• Jonah Andrew DuyvelaarCRD 8149246 · Atlanta, GA
  IA Registered
• John Daniel EbingerCRD 5378008 · Annapolis, MD
  IA RegisteredRegistration inactive
• Andrea FitzgeraldCRD 4936585 · Wayne, PA
  IA Registered
• Tana L FloresCRD 6903014 · Atlanta, GA
  IA Registered
• Chad Evans FosterCRD 5195729 · Asheville, NC
  IA Registered
• Elizabeth Lawrence GavinCRD 1788803 · Wayne, PA
  IA Registered
• Mark David GernerdCRD 5534299 · Wayne, PA
  IA RegisteredRegistration inactive
• Michael David GibneyCRD 2263163 · New York City, NY
  IA Registered
• Allen Page GieseCRD 2145424 · Plantation, FL
  IA Registered
• Ashley M GragtmansCRD 6250061 · Asheville, NC
  IA Registered
• Kelly Porter GuadagninoCRD 7694900 · Charlotte, NC
  IA Registered
• Stephen John HaneyCRD 6071839 · Wayne, PA
  IA RegisteredRegistration inactive
• Kelly Ann HenningCRD 6228401 · Westwood, NJ
  IA Registered
• Brian Scott HjalmarsonCRD 6045924 · Asheville, NC
  IA RegisteredRegistration inactive
• Robert Spencer HockettCRD 4670605 · Inverness, FL
  IA Registered
• William Emerson HouckCRD 3117914 · Westwood, NJ
  IA Registered
• William James HufnellCRD 4627519 · Sarasota, FL
  IA Registered
• William Joseph HufnellCRD 6584640 · Stevensville, MD
  IA Registered
• Henry HagedornCRD 8158056 · Westwood, NJ
  IA Registered
• Caitlin Marie HeeryCRD 6871447 · Wayne, PA
  IA RegisteredRegistration inactive
• Daniel J HumphreyCRD 7285064 · Westwood, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.