Modera Wealth Management, LLC (Modera) is proud to announce that it ranks among Barron’s Top 100 RIA firms.
“We are honored that Barron’s has recognized Modera as one of the top registered investment advisors in the country for the second consecutive year,” said Tom Orecchio, Modera’s Chief Executive Officer, Principal, and Wealth Manager.
“This national accolade was made possible because of the commitment to excellent service and the long-term trust that our clients have placed in us.”
Barron’s independently ranks its list of the top 100 RIA firms based on several criteria, which it has determined in their past annual rankings by assets, revenue, and quality of practice. This year’s annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.*
Modera Wealth Management, LLC is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors, and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning, investment management, risk analysis, stock option analysis and education planning. Specialized services are also offered for corporate executives and small business owners.
As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics. Modera has offices in Massachusetts, New Jersey, North Carolina, Pennsylvania, Georgia, and Florida. Since the firm’s inception in 1983, Modera has maintained a client-first philosophy. Modera was formed as a fee-only registered investment adviser which, at that time, was rare in the industry.
Modera Wealth Management, LLC (Modera) is an SEC registered investment adviser with places of business in Massachusetts, New Jersey, North Carolina, Pennsylvania, Georgia, and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to our registration status, fees and services and/or a copy of our Form ADV disclosure statement, please contact Modera or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV.