Modera Ranked #2 on USA TODAY’s 2025 Best Advisory Firms List
Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.
Highlights of the Ranking and Recognition
1. Top-Tier Industry Ranking
- Ranked #2 nationally among RIAs managing over $5 billion in AUM.
- Selected from a pool of over 30,000 U.S.-based RIAs.
2. Rigorous Evaluation by USA TODAY & Statista
- Rankings based on:
- Short- and long-term AUM growth.
- Peer and client recommendations.
- Published on April 22, 2025, as part of USA TODAY’s third annual ranking.
3. Fiduciary Approach Recognized
- Focus on holistic, fee-only financial guidance during volatile economic times.
- Emphasis on acting in the best interests of clients, rather than commission-based sales.
Leadership Perspective
“Our advisors embody what it means to deliver sophisticated, reflective, and personable wealth management counsel that helps our clients live well,”
— Tom Orecchio, CEO, Modera Wealth Management
4. CEO Statement on the Honor
- The ranking reflects continued trust from clients and industry peers.
- Reinforces Modera’s long-standing dedication to transparent and thoughtful wealth planning.
About the Methodology
5. Independent and Transparent Evaluation Process
- No fees paid to influence or obtain the rating.
- Recommendations sourced through:
- Independent surveys of financial professionals and clients.
- Objective analysis of asset growth data.
- USA TODAY also segmented firms by AUM tiers, making it easier for readers to compare within peer groups.
Modera Wealth Management’s second-place ranking on the USA TODAY 2025 list reflects not only impressive asset growth but also a deep commitment to fiduciary standards and client trust. As economic conditions remain uncertain, Modera’s comprehensive, fee-only model and client-first approach continue to set it apart as a leader in wealth management.
