WESTWOOD, N.J., June 26, 2017 /PRNewswire/ -- Modera Wealth Management, LLC has been named to the Financial Times (FT) 300 Top Registered Investment Advisers for the fourth consecutive year. The list recognizes independent RIA firms from across the U.S. based on certain criteria set by FT.
More than 2,000 RIA firms were invited to apply for consideration based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM, AUM growth rate, number of years in existence, advanced industry credentials of the firm's advisors, online accessibility and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
"It is an honor to be featured for the fourth year among other nationally recognized firms," said Michael Gibney, wealth manager at Modera.
With roots going back to 1983, Modera currently employs 58 staff members, including 30 with the Certified Financial Planner™ certification, five chartered financial analysts, four CPAs and others with advanced designations.
Modera is a fee-only, independent wealth management firm that works with individuals, families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis and education planning. As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics. As of January 31, 2017, the firm managed more than $2 billion in client assets. www.moderawealth.com
It has office locations in New Jersey, Massachusetts, Florida and Georgia and serves clients throughout the country.
Modera Wealth Management, LLC Disclosure:
Modera is an SEC registered investment adviser; 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. Please read the disclosure statement carefully before you invest or send money,.
FT 300 Disclosure:
The 2017 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. For more information on the methodology used, please see: https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c
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SOURCE Modera Wealth Management