Modera Wealth Ranked in Worth 2024 Top Registered Investment Advisory Firm List
May 22, 2024
Modera is honored to be included in Worth’s 2024 list of top 300 Registered Investment Advisory firms. Worth stated that they used “a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.”
Per their explainer article:
- “AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.”
Modera did not apply or pay a fee for consideration. Rather, information was pulled from firms’ ADVs filed with the SEC. “Worth’s editorial staff has evaluated more than 41,000 RIAs and financial advisors operating in the United States and identified the top 300 firms.”
“Our number one focus is always on our clients, but we are honored that our industry recognizes our hard work,” said Modera CEO Tom Orecchio.
View the ranking: https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
View the methodology: https://worth.com/leading-advisors/methodology/
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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.
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