Tune into the Perfect RIA podcast with Matthew Jarvis to hear an interview with Modera’s Jenny Martella. In this warm and engaging conversation, Jenny details her long and storied career in wealth management.
Modera Wealth Management has been named one of the “Fastest-Growing Fee-Only RIAs” of 2024 by InvestmentNews.
For the 9th 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 2024. 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.
How Your “Why” Drives Growth in a Financial Advisory Firm
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.”
