Modera Wealth Ranked in 2024 Financial Planning and Wealth Management Firm Listings by Charlotte Business Journal

May 13, 2024

Charlotte Business Journal recently released its 2024 rankings of largest financial planning firms and wealth management firms for the Charlotte, NC, area, both of which included Modera.

The list of Charlotte-area’s largest financial planning firms is ranked by number of local CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Modera is tied for #6 with 11 local CFP® employees. None of the larger firms ranked are fee-only firms.

The list of Charlotte-area’s largest wealth management firms is ranked by assets under management by Charlotte-area offices. Information for local firms is self-reported or compiled from ADV forms. Firms based elsewhere, including Modera, provided numbers for Charlotte-area operations. Modera is ranked #13 with $1.85 billion in total assets under management for Modera’s Charlotte offices, approximately 15% of the firm’s total assets of $12.53 billion.

“We are thrilled to be recognized on both rankings as we equally prioritize our financial planning and investment capabilities,” said Modera Wealth Manager and Principal Erica Yount, CFA, CFP®.

In 2023 Modera acquired Parsec Financial, essentially doubling its presence in Charlotte.

“I am delighted that Parsec found a great partner with Modera to strengthen our presence across the East Coast, and particularly to double down on our efforts in Charlotte,” said Modera Wealth Manager and Principal Michael Ziemer, CFP®. “Now we have two offices and 29 employees locally to better serve our Charlotte clients in the years ahead.”

Contact an Experienced Wealth Management Advisor Near You

We are proudly a fee-only, independently-owned financial planning firm that acts as a fiduciary for our clients. We have built our organization to put our customers’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility.

If you’re interested in our services, please contact us. If you would like to learn more about financial planning, wealth management, and finding a financial advisor, please visit other areas of our education section.

Contact us

"*" indicates required fields

Office location preference:*
Choose the one that fits you best:*
Approximately how much are you looking to have managed?*
(Modera has a $1M minimum.)

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

This field is for validation purposes and should be left unchanged.

Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.

Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.