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.”
Learn more about the methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-51615843316
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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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