WESTWOOD, N.J., September 16, 2020 — Modera Wealth Management, LLC is proud to announce that it ranks among Barron’s Top 100 RIA firms, as reported in its September 14th, 2020 publication.
“We are honored that Barron’s has recognized Modera as one of the best registered investment advisors in the country,” said Tom Orecchio, Chief Executive Officer, Principal, and Wealth Manager at Modera Wealth Management LLC. “These have been unprecedented times for our country, the financial markets, and our clients. This is an accomplishment that is only made possible because of the efforts of our entire staff and experienced wealth managers, and the long-term commitment and trust that our clients place 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 ranking formula also included new additional metrics such as technology spending, staff diversity, and succession planning.
Modera Wealth Management, LLC (Modera) 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, Georgia, and Florida and serves clients in over 39 states. 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, 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.
*Methodology from past year: https://www.barrons.com/report/top-financial-advisors/ria/2017?mod=faranking_subnav