Headquarters: Westwood, N.J.
AUM: $13.6 billion as of June 30
U.S. employees: 203
Years Won: 2012, 2016-2024
Three cool things:
The firm’s diversity, equity and inclusion committee initiates an annual training with an outside company on such topics as allyship and unconscious bias; the committee leads quarterly virtual trivia to educate employees on DEI; and employees lead training on such topics as strategies for inclusion and conflict resolution in the wealth management industry.
Staffers receive 7.5 hours of time off each year to volunteer, and employees sitting for an exam get that day off. During the summer, the firm closes the office at 3 p.m. every Friday so employees can get a head start on the weekend.
Modera Wealth pays 100% of premiums for employees’ medical, dental and vision coverage, as well as pays for short-term and long-term disability benefits, plus life insurance. It covers 50% of medical, dental and vision for employees’ dependents.
Employees say:
“Modera putting their clients interests first isn’t just a statement, it's a practice. As a Modera employee, I know that they care about their employees not only through their words, but also through their actions.”
“There’s a happy-go-lucky attitude and culture.”
“Modera is a firm that deeply cares about its clients and employees. Modera allows me to work with clients as a true fiduciary. As a fiduciary, I am able to help clients solve problems and always keep their interest ahead of my own and our firm's.”
