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Modera Wealth Management Ranks in USA Today’s Inaugural List of “Best Financial Advisory Firms of 2023”

Modera was ranked in the top 500 registered investment advisory firms (“RIA Firms”) of 2023 by Statista on behalf of USA Today.

According to USA Today, “There were more than 32,000 RIA firms in the U.S. at the end of 2021, including about 14,800 that were registered with the Securities and Exchange Commission and managed more than 99% of total RIA assets of $128.4 trillion, the latest IAA figures show. The remaining 17,300 firms each manage less than $100 million in assets and are registered with state agencies. The list by Statista for USA TODAY has culled that daunting universe of RIAs to a top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers.”

 

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).

 

See the full list here.

 

Read more about the methodology.

 

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We are proudly a fee-only, independently-owned financial planning firm that acts as a fiduciary for our clients. We have built our organization to put our customers’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility.

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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.

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