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Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2026
Modera is proud to be ranked 37th in Barron’s  2026 Top 100 RIA Firms list.
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Modera Wealth Management Expands New York Presence
Albany-based Aaron Lieberman joins Modera as a wealth manager and principal, strengthening the firm’s presence in New York’s Capital Region
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Modera Wealth Management Hires Two New Chiefs to Lead Investments and Operations
Gaurav Mallik joins as CIO and Shelly Kapoor named COO as the RIA adds two industry veterans to aid expansion of investment and technology platforms.
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Modera Wealth Management Expands Florida Presence with Northstar Transaction
The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA
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CityWire—Vince Curtin: Modera hires Mather Group alum as M&A head
Vince brings a wealth of experience from Transcend Capital Advisors, The Mather Group, and UBS, and his arrival marks a pivotal moment in Modera’s strategic growth journey.
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Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
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Modera Wealth Management Acquires Parsec Financial
Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.
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Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment
Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020.
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