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 2 of 3

• Michael Anthony InsognaCRD 7340002 · Allentown, PA
  IA Registered
• Gregory David JamesCRD 1625754 · Charlotte, NC
  IA Registered
• Roger Allen JamesCRD 5342157 · Asheville, NC
  IA Registered
• Barry Howard KaplanCRD 5155847 · Atlanta, GA
  IA Registered
• Thomas Edward KennedyCRD 6527403 · Boston, MA
  IA Registered
• Lizeth Damaso KishelCRD 7628546 · Atlanta, GA
  IA Registered
• Jeffrey Scott KittrellCRD 1431757 · Southern Pines, NC
  IA Registered
• Timothy Stephen KoehlCRD 2498031 · Mclean, VA
  IA Registered
• Athanasios KolefasCRD 4201141 · Westwood, NJ
  IA Registered
• Adam Joseph LeoneCRD 5653720 · Westwood, NJ
  IA Registered
• Mark Alexander LewisCRD 5429645 · Asheville, NC
  IA Registered
• Tammy Lynn LejuneCRD 7943459 · Charlotte, NC
  IA Registered
• Neil Von MahoneyCRD 4781371 · Inverness, FL
  IA Registered
• Suzanne Reichl MalikCRD 6888193 · Wayne, PA
  IA Registered
• Richard Dale ManskeCRD 2372960 · Asheville, NC
  IA Registered
• Christina Mc CulloughCRD 4425973 · Wayne, PA
  IA Registered
• William Brian McgowanCRD 7634917 · Wayne, PA
  IA Registered
• Peter James MckennaCRD 1704977 · Westwood, NJ
  IA Registered
• Dina MegretskaiaCRD 6641939 · Boston, MA
  IA Registered
• Judson Steward MeinhartCRD 6484838 · Winston-Salem, NC
  IA Registered
• Aaron Mark MellmanCRD 6925247 · Atlanta, GA
  IA RegisteredRegistration inactive
• Joshua Howard MaransCRD 8306392 · New York, NY
  IA Registered
• Marion MarreCRD 5248898 · Winston-Salem, NC
  IA Registered
• William Alexander MoirCRD 6945141 · Annapolis, MD
  IA RegisteredRegistration inactive
• Mindy Lynn Cleaveland NeiraCRD 5940154 · Boston, MA
  IA RegisteredRegistration inactive
• Neal Arthur NolanCRD 4797840 · Asheville, NC
  IA Registered
• Joseph NoleCRD 7728674 · Westwood, NJ
  IA Registered
• Thomas Anthony OrecchioCRD 2111250 · Westwood, NJ
  IA Registered
• Carter OteyCRD 8242862 · Charlotte, NC
  IA Registered
• George Thomas PadulaCRD 1922032 · Boston, MA
  IA Registered
• Harli Lynn PalmeCRD 5087332 · Asheville, NC
  IA Registered
• Jonie Marie ParksCRD 2277525 · Charlotte, NC
  IA Registered
• Isabel Maria PereiraCRD 6306782 · Asheville, NC
  IA RegisteredRegistration inactive
• Ryan Lee PopeCRD 5760988 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shane David PouliotCRD 6817343 · Charlotte, NC
  IA Registered
• Omar Patrick ParkerCRD 7538480 · Allentown, PA
  IA Registered
• Jacob PraterCRD 8233951 · Asheville, NC
  IA Registered
• Molly Hattrich RimesCRD 7389167 · New York, NY
  IA Registered
• Jordan RubinCRD 6608745 · Mclean, VA
  IA Registered
• Patrick Dennis RunyenCRD 5268397 · Wayne, PA
  IA Registered
• Julian RutskinCRD 8258462 · Boston, MA
  IA Registered
• Christina Erin SchappertCRD 7071638 · Charlotte, NC
  IA Registered
• Brian K SchiessCRD 6050503 · Westwood, NJ
  IA Registered
• Eric Michael SneiderCRD 1836085 · Westwood, MA
  IA Registered
• Peter John SomichCRD 6426396 · Boston, MA
  IA Registered
• Stephanie Helen SpiesCRD 6723160 · New Providence, NJ
  IA Registered
• William Edward StadlerCRD 4395370 · Winston-Salem, NC
  IA Registered
• Tyler Alfonso SuingCRD 6529183 · Denver, CO
  IA Registered
• Jun Bo ShimCRD 7287032 · New Providence, NJ
  IA RegisteredRegistration inactive
• Marley Danielle SmithCRD 7877892 · Wayne, PA
  IA Registered

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.