Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
Modera Wealth Management is pleased to announce that we have made the Forbes Top RIA Firms 2024 List, ranking #98 out of 250 firms nationwide.
Modera is proud to be ranked 34th in Barron’s 2024 Top 100 RIA Firms list.
Modera is pleased to announce that Principals and Wealth Managers Gordon Bernhardt, CFP®, Solon Vlasto, CFP®, and Tim Koehl, CFP®, AAMS® have been recognized in Northern Virginia Magazine’s “Top Financial Professionals” listing.
Modera is proud to be ranked 41st in FA Magazine’s 2024 RIA Ranking, up from the 68th spot in 2023. FA Magazine ranked 431 RIA firms in total, 99 of which had more than $5 billion in assets managed as of the end of 2023.
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.”
Charlotte Business Journal recently released its 2024 rankings of largest financial planning firms and wealth management firms for the Charlotte, NC, area, both of which included Modera.
For the 8th year in a row, P&I magazine has awarded Modera the distinction of being one of the Best Places to Work in Money Management for 2023. We are very grateful to be recognized by our colleagues, whose opinions we hold in the highest regard. We would not be where we are today without each and every employee.
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.
Modera was ranked in the top 500 registered investment advisory firms (“RIA Firms”) of 2023 by Statista on behalf of USA Today.
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