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Modera Wealth Management Adds First West Coast Office Through RS Crum Transaction

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Newport Beach-based firm brings $750 million in assets and a 50-year legacy of fee-only advice to Modera.

WESTWOOD, N.J., November 4, 2026 — Modera Wealth Management, LLC (“Modera”), a fee-only wealth management firm for individuals, families, business owners, and nonprofit institutions, today announced a transaction with RS Crum Inc. (“RS Crum”) that establishes bicoastal operations and creates new growth opportunities.

Founded in 1976 as one of the country’s first fee-only financial planning firms, Newport Beach, California-based RS Crum serves more than 250 households. The team of nine will join Modera, including firm leaders Mark Rylance, CFP®, Jon Theriault, MBA, CFP®, and Daniel Sexton, CFP®, who will come in as wealth managers and principals. The transaction elevates Modera’s national platform with respected West Coast talent, authentic longstanding client relationships, and approximately $750 million in assets under management.

“The heart of this partnership is a strong cultural fit between our firms. Our shared commitment to delivering a personalized, high-touch client experience has set the stage for a smooth integration and strengthens our ability to come together as one team,” said Tom Orecchio, CEO of Modera. “We work with clients across the country, and we have a number of clients in Southern California. With the addition of an experienced team based in Newport Beach and aligned with our firm’s values and planning philosophy, Modera will be well positioned to support our West Coast clients and identify new expansion opportunities.”

For RS Crum, joining Modera provides deep planning and investment resources, career development opportunities, operational support, access to the firm’s AI-enabled operating platform, and an enduring home for the firm’s clients.

“RS Crum has been in business for 50 years, and we felt a real responsibility to find a partner who will keep doing things the way we always have: providing fee-only advice with a personal touch and a boutique feel,” Rylance said. “Our partnership with Modera opens exciting new opportunities for our team, and it lets Jon, Dan and I spend less time running a business and more time doing what we love, which is working with our clients. It’s the start of a great next chapter for our clients and our team.”
Turkey Hill Management served as exclusive advisor to RS Crum.

About Modera Wealth Management

Modera Wealth Management provides comprehensive wealth advisory, financial planning, investment management, and tax services to individuals, families, nonprofit institutions, and retirement plan sponsors. The firm serves more than 6,300 clients across the country and oversees $20 billion in assets under advisement as of September 30, 2026. With a strong client-first culture since its inception in 1983, Modera is majority owned by employee shareholders and committed to making a positive and lasting impact on its clients, employees, and in communities. Visit ModeraWealth.com to learn more.

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