Modera Wealth Management Revenue, Growth & Competitor Profile

DBA MODERA WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Modera Wealth Management

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Modera Wealth Management Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	56 Jefferson Avenue Westwood, NJ 07675

Note: Revenues for privately held companies are statistical evaluations.


Modera Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Modera Wealth Management's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Modera Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Modera Wealth Management Annual Revenue and Growth Rate

Modera Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Modera Wealth Management's revenues are gauged from an analysis of company filings.

Modera Wealth Management's Income Statement (based on Industry Averages)

Modera Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Modera Wealth Management is developing and marketing. Modera Wealth Management doesn't have any recent trademark applications, indicating Modera Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
TOTAL TRANSPARENCY ~ OBJECTIVE ADVICE Financial advice	04/07/2017
MODERA Financial services, namely, investment advisory services, financial planning, wealth management, portfolio management	10/10/2008
MODERA WEALTH MANAGEMENT Financial services, namely, investment advisory services, financial planning, wealth management, portfolio management	10/10/2008

See all trademarks and details in the Full Report.

Market Share of Modera Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Modera Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Modera Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
RSM HOLDINGS	Paramus, NJ	100
MODERA WEALTH MANAGEMENT	Westwood, NJ	39
MADISON ADMINISTRATION	Montvale, NJ	15
SMITH MANAGEMENT	Englewood, NJ	13
CERTIFIED FINANCIAL SERVICES	Paramus, NJ	11
WEALTH PRESERVATION SOLUTIONS	Paramus, NJ	6

Future Competition: Modera Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Modera Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)