Modera Wealth Management is a Barron’s Top 100 RIA Firm
September 18, 2024
Modera is proud to be ranked 34th in Barron’s 2024 Top 100 RIA Firms list.
This is the fifth consecutive year that Barron’s has included Modera in its list of top firms.
According to Barron’s, “our 8th annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking.”
“It’s an honor to be acknowledged by respected industry publications like Barron’s,” said Modera CEO Tom Orecchio. “Our clients remain our top priority, and we take great pride in being recognized for the dedication and effort we put into serving them each and every day.”
View the full list at Barron’s: 2024 Top 100 RIA Firms
Learn more about Barron’s methodology: Barron’s Top Advisors Methodology
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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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