Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2026

Modera is proud to be ranked 37th in Barron’s  2026 Top 100 RIA Firms list.

This is the seventh consecutive year that Barron’s has included Modera in its list of top firms.*

According to Barron’s, “Our 11th 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 2026 mega RIAs each manage over $120 billion in assets, a 33% increase from last year, and staff over 1,000 people. Collectively, the nine firms represent nearly half of the total assets of all ranked firms.”

“It’s exciting to be recognized once again by Barron’s as one of the top RIAs in the nation. Being included for the seventh consecutive year highlights the value of our dedicated commitment to supporting all aspects of our clients’ financial lives.” -Tom Orecchio, CEO, Modera Wealth Management.

View the full list at Barron’s: 2026 Top 100 RIA Firms

Learn more about Barron’s methodology: Barron’s Top Advisors Methodology

* Prior to 2026, Modera Wealth Management made the Barron’s Top 100 RIA Firms list in years 2020, 2021, 2022, 2023, 2024, and 2025.

 

Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation. This award was given on (September 11, 2026) and the period of time to which the award relates was (January 1-December 31, 2025). The third party that created the rating is (Barron’s). Please see (HERE) for the complete methodology regarding this award.

If you are unable to access the methodology, please call 201-768-4600 or email Marketing@moderawealth.com and Modera will provide a copy for you at your request so that you can make a determination regarding the credibility of the source.

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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. 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.

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