Modera is honored to be included in Worth’s 2024 list of top 300 Registered Investment Advisory firms. Worth stated that they 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.”
Per their explainer article:
Modera did not apply or pay a fee for consideration. Rather, information was pulled from firms’ ADVs filed with the SEC. “Worth’s editorial staff has evaluated more than 41,000 RIAs and financial advisors operating in the United States and identified the top 300 firms.”
“Our number one focus is always on our clients, but we are honored that our industry recognizes our hard work,” said Modera CEO Tom Orecchio.
View the ranking: https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
View the methodology: https://worth.com/leading-advisors/methodology/
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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