Modera is proud to be ranked 40th in Barron’s 2025 Top 100 RIA Firms list.
This is the sixth consecutive year that Barron’s has included Modera in its list of top firms.*
According to Barron’s, “Our tenth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. Our 2025 mega RIAs each manage over $90 billion in assets and staff over 1,000 people. Collectively, the nine firms represent nearly half of the total assets of all ranked firms.”
“We’re grateful to be recognized once again by Barron’s. This honor reflects the care and commitment our team brings to serving clients every day. Being included for the sixth consecutive year affirms the consistency and depth of the work we aspire to do to support our clients in all aspects of their financial lives.” -Tom Orecchio, CEO, Modera Wealth Management.
View the full list at Barron’s: 2025 Top 100 RIA Firms
Learn more about Barron’s methodology: Barron’s Top Advisors Methodology
* Prior to 2025, Modera Wealth Management made the Barron’s Top 100 RIA Firms list in years 2020, 2021, 2022, 2023, and 2024.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.
This material is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This material is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this material are relevant as of the date of publication and are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
