Recognition and Awards
We believe that it is equally easy for a survey participant to provide favorable and unfavorable responses in the preparation of these third-party ratings which are not designed or prepared to produce any predetermined result. Modera has not directly or indirectly provided compensation to obtain or use these third-party ratings.
Barron's
TOP 100 REGISTERED INVESTMENT ADVISORS
Modera is proud to be ranked 34th in Barron’s 2024 Top 100 RIA Firms list. This is the fifth consecutive year that Barron’s has included Modera in its list of top firms.
Financial Advisor Magazine
RIA SURVEY AND RANKING
Financial Advisor Magazine ranks Modera 41st in its 2024 RIA Firm Ranking, up from the 68th spot in 2023. FA Magazine ranked 431 RIA firms in total, 91 of which had more than $5 billion in assets managed as of the end of 2023.
Financial Advisor Magazine
TOP 50 FASTEST GROWING FIRMS
Financial Advisor Magazine ranks Modera #7 on its list of Top 50 Fastest Growing Firms.
Worth
TOP 300 REGISTERED INVESTMENT ADVISORS
Worth included Modera in its 2024 list of top 300 Registered Investment Advisory firms. Worth used “a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.”
USA Today
BEST FINANCIAL ADVISORY FIRMS
Modera Wealth Ranks in USA Today’s Inaugural List of “Best Financial Advisory Firms of 2023.” The ranking of the best RIA firms is based on two dimensions: recommendations by clients and peers and a firm’s growth of assets under management (AUM).
Pensions and Investments
BEST PLACES TO WORK IN MONEY MANAGEMENT
Pensions & Investments Magazine recognizes Modera in its Best Places to Work in Money Management edition, eight years in a row from 2016 to 2023.
Charlotte Business Journal
LARGEST FINANCIAL PLANNING & WEALTH MANAGEMENT FIRM
Charlotte Business Journal recently released its 2024 rankings of largest financial planning firms and wealth management firms for the Charlotte, NC, area, both of which included Modera.
