Nothing makes us happier than helping you live well
With us at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer. You’re empowered, supported, and respected.
This is the wealth management experience we want you to have.
$17.5B
Assets under management
11.2
Average Client Tenure in Years
6,300+
Currently Serving
Please Note: Data as of 12/31/2025. Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Modera Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Modera Wealth Management
Your financial situation has gotten complex and you recognize the need to simplify. But how?
At Modera, we understand your dilemma. We know that with simplicity comes confidence, and that’s what you desire and deserve. We also know you want to be heard and have your questions answered clearly and concisely by professionals whose job it is to look out for your best interests.
That’s why, as your partner, we will leverage the talents of our team to provide sophisticated, practical, and personalized advice to help provide clarity over your financial future. We have designed our services to meet you where you are, so our solutions are customized for your unique needs and stage in life.
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ABOUT US
We started this Wealth Management firm to help people like you
Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms.
Financial Planning
Investment Management
Our investment philosophy is centered on building cost-effective, broadly diversified portfolios, cost-effective implementation, and a comprehensive approach to the investment process that achieves client goals. We will construct a portfolio that has a target rate of return, as determined by the objectives of our clients. This approach aligns well with the fiduciary responsibilities we have for our clients.
OUR PEOPLE
We are proactive, positive problem solvers. We foster a culture of excellence and encourage diverse perspectives.
Who We Help
We strive to deliver sophisticated, fee-only wealth management in a highly personal way.
If you’re a business owner, you probably know how it feels to be spread too thin. Together, we can reduce that strain, so you can operate more efficiently and effectively.
For prospective clients going through a divorce, even contemplating one, we can help you make smart decisions during a difficult time. In the midst of such an emotional...
Together we can help ensure the health of your practice and your financial future. If you’re like most doctors and dentists, you’d rather spend more time focusing on your patients...
Executives come to us for our help to strategize and make the most of their equity-based compensation. Often, their package is so complex they’re worried they'll miss out on...
It is invigorating and rewarding to build your personal wealth. And oftentimes it is even more fulfilling to strategically pass on that wealth to your heirs. We understand that it’s...
Our LGBTQ+ clients have diverse needs and specialized considerations. As advisors and allies, we take special care in listening to and...
In planning an upcoming retirement or having recently transitioned into retirement, having a solid retirement plan is a core part of feeling...
All sophisticated financial planning is nuanced. For special needs families, it’s even more so. We know the terrain well.
Our clients rely on us for reassuring guidance during difficult times. Losing a spouse is a catastrophic life event. And while you’re grieving...
Regardless of your age, marital status or family situation, everyone’s priorities are unique. Learn how we work with female investors.
HOW WE ARE DIFFERENT
We have a relentless commitment to a client-first, fiduciary approach and helping the families we serve achieve their long-term financial goals.
We are fiduciaries.
We are fee-only.
Fee-only means we receive payment for our advisory services only in the form of fees paid by our clients for our advice. We are not compensated through commissions. This ensures aligned interest in your success.
We are independently managed.
Thought leadership
Wealth in Service of Life®
At Modera, we believe your financial resources should serve what matters most to you. We work closely with you to help ensure your wealth becomes a powerful tool for creating the life you envision—secure, purposeful, and fulfilling.
Recognition and Awards
Awarded by: Barron’s
Time Period: 2025
Compensation: None
Methodology: Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms).
The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.
Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.
For instance, we take into account not just the amount of assets an advisor manages, but also the type of assets—are they private-wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? We measure the growth of advisors’ practices and their client retention. We also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records.
The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.
- AUM signals experience managing money and client trust.
- AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on one- and two-year growth rates.
- Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
- Compliance record provides evidence of past client disputes — a string of complaints can signal potential problems, for example.
- Industry certifications (CFA, CFP, etc.) show the company’s staff has industry knowledge and signals a professional commitment to investment skills.
- Online accessibility demonstrates a desire to provide easy access and transparent contact information.
- AUM comprised approximately 70 to 75 per cent of each adviser’s score, while asset growth accounted for 15 to 20 per cent. Additionally, the FT caps the number of companies from any one state, based roughly on the distribution of millionaires across the US.
- Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation.
- AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025.
- The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70.
- The firm is registered as an RIA firm with the SEC or at state level for at least one year
- The firm has a principal office in the United States
- The firm has a clean disciplinary record
- The firm offers financial planning services or portfolio management for individuals and/or small businesses
- The firm’s AUM must be greater than $500,000
- The firm achieved an overall score among the top 500
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
