Modera’s roots date to 1983.
That’s when our predecessor firm established itself as one of the country’s first fee-only advisories, to align the best interests of the firm and its clients. Today, we operate offices in seven Eastern cities and manage nearly $7 billion in client assets.
Our growth has been driven by a desire to give clients an exceptionally personal service experience, and access to new investment opportunities. Ultimately, we’ve grown in those special moments when we’ve connected with firms and individuals who share our distinct combination of professional excellence and friendly, relatable work style.
There are more benefits to our increased scale: Streamlining and centralizing our operations lets us focus even more attention on you. Expanding our brain trust puts tremendous expertise at your disposal. Consolidating the pool of assets we manage gives you access to new investment opportunities, and gives us the power to negotiate lower fees on your behalf.
Financial Advisor Top 50 Fastest Growing Firms
Financial Advisor Magazine ranks Modera #8 on its list of Top 50 Fastest Growing Firms. The magazine also ranks Modera #85 of 607 in its 2021 annual RIA Firm Ranking.
Barron's Top 100 registered investment advisors
Barron’s honors Modera in its Top 100 Registered Investment Advisor Firms in 2020 and 2021.
Investment News 75 best places to work
Investment News includes Modera in its ranking of 75 Best Places to Work for Financial Advisors. (2018-2021)
Financial Times 300 Top registered investment advisors
Financial Times includes Modera in its ranking of 300 Top Registered Investment Advisors for five straight years.
National Association of Personal Financial Advisors robert J. underwood award
Modera founder & CEO Tom Orecchio receives the Robert J. Underwood Award for long-term service to NAPFA in 2013. Modera’s Giles Almond receives the award in 2017.
Pensions & Investments best places to work in money management
Pensions & Investments Magazine recognizes Modera in its Best Places to Work in Money Management edition, six years in a row from 2016 to 2021.