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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We are a fee-only, independently-owned financial planning firm. We are fiduciaries and put our clients’ interests first at all times.

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Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.