USA TODAY Names Modera Wealth Management Among Industry's Best Financial Advisory Firms

Modera ranked second on the list of 500 firms evaluated for growth and client commitment

WESTWOOD, N.J., May 7, 2025 /PRNewswire/ -- Modera Wealth Management, a fee-only, comprehensive wealth management firm for individuals, families, business owners, and non-profit institutions, has been ranked second on USA TODAY's 2025 Best Financial Advisory Firms list for registered investment advisors managing over $5 billion in assets under management (AUM).

USA TODAY, in partnership with market research firm Statista, evaluated over 30,000 registered investment advisor firms across the U.S. and selected the top 500 based on a combination of short- and long-term AUM growth and peer and client recommendations. This is the third consecutive year of the rankings, and Modera's highest placement to date, having also placed on the list in 2023.

"Our advisors embody what it means to deliver sophisticated, reflective, and personable wealth management counsel that helps our clients live well," said Tom Orecchio, CEO of Modera Wealth Management. "This ranking reflects the deep confidence our clients have in Modera, and we're honored to be recognized by USA TODAY for our commitment to them."

The USA TODAY list acknowledges the value of fiduciary advice during volatile times. It highlights RIAs that act in clients' best interests, charge fees instead of commissions, and take a holistic view of financial well-being. View the complete list of top-ranked RIAs here.

About the Selection Process
The top 500 financial advisory firms were awarded based on an evaluation of the firm's growth in AUM as well as recommendations collected via an independent survey of financial advisors, clients, and industry professionals. This year, in addition to providing an overall ranking, USA TODAY and Statista included separate groupings based on the number of assets financial advisory firms manage so readers can compare firms of similar size classes. The ranking was first published on April 22, 2025. Modera has not directly or indirectly provided compensation to obtain or use this third-party rating. For more information on the methodology used in this award, click here.

About Modera Wealth Management
Modera Wealth Management is a nationally recognized, fiduciary wealth management firm that provides sophisticated wealth advisory, financial planning, investment management, and tax services to individuals, families, nonprofit institutions and retirement plan sponsors. The firm serves more than 6,000 clients across the country and oversees $15 billion in assets under management as of December 31, 2024. With a strong client-first culture since its inception in 1983, Modera is majority owned by employee shareholders and committed to making a positive and lasting impact on its clients, employees and communities. To learn more, please visit ModeraWealth.com.

SOURCE Modera Wealth Management, LLC