Modera is proud to be ranked 69th in Barron’s 2023 Top 100 RIA ranking. This is the fourth consecutive year that Barron’s has included Modera in its list of top firms and up from 96th place when first ranked in 2020.
According to Barron’s, “our 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.”
“We are pleased to be continually recognized by respected industry publications such as Barron’s,” said Modera CEO Tom Orecchio. “Our clients are our number one focus, but we are always pleased to be recognized in our industry for the hard work we do on behalf of our clients throughout the year.”
View the full list: https://www.barrons.com/advisor/report/top-financial-advisors/ria/2023?page=7&mod=faranking_2023
Learn more about the methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-51615843316
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.
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