Our most recent awards include:

  • Modera was named one the 75 Best Places to Work for Financial Advisers nationwide by InvestmentNews for the second year in a row, 2018 and 2019.  The InvestmentNews Best Places to Work for Financial Advisers project highlights employers of the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds were voluntarily surveyed. The inaugural list of 75 top firms was created by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data. The 75 organizations that made the cut scored the highest all around when evaluating their internal human resource practices and policies and employees were surveyed. The assessment focuses on a number of key areas, including the quality of leadership, pay and benefit practices and work-life balance issues. InvestmentNews also looked at how firms valued diversity and inclusion among their ranks. InvestmentNews eligibility requirements: Be a registered investment adviser (RIA) or affiliated with (but not an employee of) an independent broker-dealer (IBD) or be a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Note: Firms should directly provide financial advice to households or organizations. Be in business for a minimum of one year. Have a minimum of 15 full-time employees. Learn more at http://InvestmentNews.com/Bestplaces COPYRIGHT © 2019 INVESTMENTNEWSLLC. ALL RIGHTS RESERVED.
  • Inc. Magazine featured Modera as one of America’s fastest growing private companies for the fifth year, in 2017, 2016, 2015, 2013 and 2012. The 2017 Inc. 5000 is ranked according to percentage revenue growth when comparing 2013 to 2016. To qualify, companies must have been founded and generating revenue by March 31, 2013. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2016. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2013 is $100,000; the minimum for 2016 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.'s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.  
  • Modera awarded amongst the 2017, 2016, 2015 and 2014 Financial Times 300 Top Registered Investment Advisors.  For information on the methodology used to determine the ranking, please click on the following link:  https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c
  • Modera was awarded amongst the 2016 and 2012 Pensions & Investments’ Best Places to Work in Money Management Magazine.  For information on the criteria used to determine the award, please click on the following link:  http://www.pionline.com/specialreports/best-places-to-work/20161212
  • Modera was honored by Financial Advisor magazine as one of the nation’s Top 50 Fastest Growing RIAs in 2017.  For an article about the survey results, visit the following website:  http://www.fa-mag.com/news/ria-survey---ranking-2017-33401.html