Modera listed among top 40 of 1,000 firms evaluated for growth and client commitment.
WESTWOOD, N.J. – [April 30, 2026] – Modera Wealth Management, a fee-only, comprehensive wealth management firm for individuals, families, business owners, and non-profit institutions, has been ranked on USA TODAY’s 2026 Best Financial Advisory Firms list for RIAs managing over $5 billion in assets under management (AUM).
In partnership with Statista, USA TODAY evaluated more than 30,000 RIAs across the U.S., selecting the top 1,000 firms based on a combination of short- and long-term AUM growth, as well as recommendations from clients, peers, and industry professionals. Modera’s recognition on the 2026 list reflects the firm’s consistent, long-term approach to wealth management.
“We appreciate being recognized for qualities that are important to us: the growth of the clients we serve, the trust they place in us, and the respect of our peers across the industry,” said Tom Orecchio, CEO of Modera Wealth Management. “This recognition reinforces our belief that a planning-led, deeply personalized approach is what clients value, especially in moments that matter.”
The USA TODAY list acknowledges the value of fiduciary advice during volatile times. It highlights RIAs that act in clients’ best interests, charge fees instead of commissions, and take a holistic view of financial well-being.
Click here to view the complete list of top-ranked RIAs.
About the Selection Process
The top 1,000 RIA firms were awarded based on an evaluation of the firm’s growth in AUM for the five years ending January 2026 and recommendations made in surveys of financial advisors, clients, and industry professionals. The ranking was first published on April 14, 2026, and will be valid until April 1, 2027
Click here for the full methodology.
About Modera Wealth Management
Modera Wealth Management is a nationally recognized, fiduciary wealth management firm that provides sophisticated wealth advisory, financial planning, investment management, and tax services to individuals, families, nonprofit institutions and retirement plan sponsors. The firm serves more than 6,300 clients across the country and oversees $17.5 billion in assets under management as of December 31, 2025. With a strong client-first culture since its inception in 1983, Modera is majority owned by employee shareholders and committed to making a positive and lasting impact on its clients, employees and communities.
Media Contact
Abbie Sheridan
516-286-7056
abbie@greenrosepr.com