Modera is proud to be ranked 34th in Barron’s 2024 Top 100 RIA Firms list.
This is the fifth consecutive year that Barron’s has included Modera in its list of top firms. We are pleased to have moved up from 69th place in 2023 and from 96th place when we were first ranked in 2020.
According to Barron’s, “our 8th annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking.”
“It is always an honor to be recognized by respected industry publications such as Barron’s,” said Modera CEO Tom Orecchio. “Our clients are our number one focus, so we are very proud to be recognized for the hard work we do on behalf of our clients throughout the year.”
View the full list at Barron’s: 2024 Top 100 RIA Firms
Learn more about Barron’s methodology: Barron’s Top Advisors Methodology
We are a fee-only, independently-owned financial planning firm. We are fiduciaries and put our clients’ interests first at all times.
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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.
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.
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