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BrandsModera Wealth

How AI describes Modera Wealth

Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this

Modera Wealth logoModera Wealthmoderawealth.com

Modera Wealth Management is a fee-only fiduciary advisory firm that provides personalized financial planning and investment management services. The firm manages $17.5 billion in assets and serves over 6,300 clients, focusing on simplifying complex financial situations for individuals, families, and specialized groups like business owners and retirees.

Parse Score

55.5

#13 of 223 in Fee-Only Fiduciary Financial Planners

Strength45
Reach48
Authority21

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Sources

moderawealth.com shapes more of what AI says about Modera Wealth than any other source, at 41% of its citations.

wsj.com · bfsg.com · druckerwealth.com · linkedin.com

AI questions where Modera Wealth appears

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The market map

Fee-Only Fiduciary Financial Planners →
5%10%20%50%Category leadersSpecialistsIn the mixLong tailNamed in more AI answers →Appears earlier in the answer →National Associa…Fee-Only NetworkGarrett Planning…XY Planning Netw…Mercer AdvisorsFlat Fee AdvisorsAdvice Only Netw…WealthtenderFacetDarrow Wealth Ma…Mission WealthFortitude Financ…Certified Financ…SecfiModera Wealth

Where AI ranks Modera Wealth

Fee-Only Fiduciary Financial Planners#13

  • Excerpts where Modera Wealth appeared in the AI's answer

    Google AI Mode · excerpt
    Modera Wealth Management: Highly rated, comprehensive fee-only wealth management that builds custom strategies around concentrated stock positions, executive benefits, and complex tax mitigation.
    Google AI Mode · excerpt
    Modera Wealth Management: A larger independent fee-only RIA known for comprehensive, high-net-worth holistic planning

  • Excerpts where Modera Wealth appeared in the AI's answer

    ChatGPT Search · excerpt
    Modera Wealth Management — Southern Pines A fee-only fiduciary practice serving the Sandhills/Pinehurst area

  • Excerpts where Modera Wealth appeared in the AI's answer

    ChatGPT Search · excerpt
    Modera Wealth Management — Offers customized portfolio and planning services.