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. We are pleased to have moved up from 69th place in 2023 and from 96th place when we were first ranked in 2020.
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 is always an honor to be recognized by respected industry publications such as Barron’s,” said Modera CEO Tom Orecchio. “Our clients are our number one focus, so we are very proud to be recognized for the hard work we do on behalf of our clients throughout the year.”
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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