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

August 29, 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: https://www.usatoday.com/in-depth/money/2023/04/26/best-financial-advisor-firms/11570568002/

 

Read more about the methodology: https://www.statista.com/page/usa-today-best-financial-advisory-firms-2023

 

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