We share a common idea of how to help you thrive.
Principal & Wealth Manager
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 eight 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.
Recognition
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Pensions & Investments
best places to work in money management
Pensions & Investments Magazine recognizes Modera in its Best Places to Work in Money Management edition, seven years in a row from 2016 to 2022.
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Barron's
Top 100 registered investment advisors
Barron’s honors Modera in its Top 100 Registered Investment Advisor Firms in 2020, 2021, and 2022.
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Financial Advisor Magazine
RIA Survey and Ranking
Modera is ranked in the top 15% of those RIA firms with AUM of $1 billion and over in FA Magazine‘s 2022 RIA Survey and Ranking. Out of 534 firms that made the list, Modera ranked #75, with 40.2% growth in assets, 22.79% growth in assets per client, and 14.18% increase in number of clients for 2021.
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National Association of Personal Financial Advisors
Inspiring Leader Award
Mindy Neira is recognized as NAPFA’s 2022 Inspiring Leader Award recipient for an established record of encouraging, motivating, and engaging others in reaching their full professional potential under the auspices of the association.
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Financial Advisor Magazine
Top 50 Fastest Growing Firms
Financial Advisor Magazine ranks Modera #8 on its list of Top 50 Fastest Growing Firms.
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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)
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Financial Times
300 Top registered investment advisors
Financial Times includes Modera in its ranking of 300 Top Registered Investment Advisors from 2014-2019.
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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.