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Modera Wealth Management's Stellar Recognition

In a remarkable achievement, Modera Wealth Management has secured the second position on USA TODAY's prestigious list of the best financial advisory firms for 2025. This accolade is a testament to the firm's commitment to excellence in wealth management and client satisfaction.

As a fee-only firm, Modera focuses on providing comprehensive wealth management services tailored for individuals, families, business owners, and non-profit organizations. With over $5 billion in assets under management (AUM), Modera has consistently demonstrated its ability to grow and adapt in a competitive landscape. This recognition is particularly significant as it reflects not only the firm’s impressive growth but also the trust and confidence that clients place in its advisors.

Methodology Behind the Rankings

The evaluation process was conducted in partnership with the research firm Statista, which assessed more than 30,000 registered investment advisor firms across the United States. The criteria for selection were based on both short- and long-term AUM growth alongside peer and client recommendations. Modera's placement is particularly notable as it marks the third consecutive year the firm has made the list, showcasing its consistent performance and the loyalty of its client base.

Tom Orecchio, CEO of Modera Wealth Management, expressed his gratitude for the recognition, stating, “This ranking reflects the deep confidence our clients have in Modera, and we’re honored to be recognized by USA TODAY.” His statement underscores the firm’s commitment to providing sophisticated, reflective, and tailored wealth management solutions that empower clients to achieve their financial goals.

The Importance of Fiduciary Advice

The rankings also emphasize the growing importance of fiduciary advice, especially in today's volatile financial climate. The firms that made the top 500 list adhere to a client-first ethos, emphasizing transparency and fairness as they offer a holistic view of financial well-being. These firms typically charge fees instead of earning commissions, which aligns their interests with those of their clients, fostering a trustworthy and collaborative relationship.

A Client-Centric Approach

Modera Wealth Management stands out in a crowded market thanks to its client-centric philosophy. The firm has built a solid reputation for delivering exceptional client service and customized financial strategies that cater to the specific needs of its diverse clientele. This client-first culture has remained a pillar of the firm since its inception in 1983, and it continues to drive Modera's growth and innovation.

With over 6,000 clients and $15 billion in assets under management as of the end of 2024, Modera Wealth Management is redefining what it means to be a fiduciary in the financial advisory sector. The firm remains dedicated to making a positive impact not only on its clients’ financial wellbeing but also on the communities it serves.

For those seeking comprehensive financial services that prioritize personal attention and professional integrity, Modera Wealth Management’s recognition by USA TODAY is a promising indicator of the caliber of service and commitment clients can expect. To learn more about what Modera has to offer or to delve into its rich history of client advocacy, visit ModeraWealth.com.