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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-16-2010
- Office Locations
- 34
Office Locations
About Modera Wealth Management, LLC
Modera Wealth Management is a fee-only wealth manager providing personalized financial planning and investment management for families and professionals, including business owners and executives with complex equity compensation. The firm builds cost-effective, broadly diversified portfolios aligned to client goals and fiduciary duties, and is not paid via commissions. Custody includes Charles Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 3, 2025 and July 9, 2026, reported AUM increased 14.0%, from $15.5B to $17.7B.
Across 5 reported observations, AUM increased 154.3% between December 1, 2022 and July 9, 2026, from $7.0B to $17.7B.
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 106 advisory representatives and 6,351 clients, or 59.9 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 34 reported office locations and 15 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
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Owner & Executives
JOHN JOSEPH CEPARANO
Principal
- CRD
- #2582424
- Ownership
- Less than 5%
THERESA APRUZZESE DAYS
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
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THOMAS WOOD AUSFAHL
Principal
- CRD
- #5855446
EDWIN ROCKEFELLER BALDRIGE III
Principal
- CRD
- #2295239
Showing 2 of 142 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,896,049,968 | $827,224 |
| Non-Discretionary | $782,164,194 | $786,095 |
| Total | $17,678,214,162 | $825,313 |
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Separately Managed Accounts
SMA allocation detail is available
Modera Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Modera Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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