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.
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.
Modera is proud to be ranked 68th in FA Magazine’s 2023 RIA Ranking, up from the 75th spot in 2022. FA Magazine ranked 521 RIA firms in total, 91 of which had more than $5 billion in assets managed as of the end of 2022.
Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.
Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020.
Westwood, New Jersey (December 14, 2020) – Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2020 by Pensions & Investments. Modera won this award in 2012, 2016, 2017, 2018 and 2019 as well.
During the past few weeks, protests against systemic racism, prejudice and economic and social injustice have erupted across the country.
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
