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Modera Competitors or Alternatives

Modera's top competitors include Montecito Capital Management, Creative Planning and Cfany.

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Modera's company profile

Tom Orecchio

CEO

90/100
100 - 250
$71M
$5M - 25M
  • $71M
    $5M - 25M
  • 100 - 250
    $71M
  • $5M - 25M
  • 90/100
  • 100 - 250
  • $71M
  • $5M - 25M
View ProfileView
1
Modera's Competitor - Montecito Capital Management logo

Kipley J. Lytel

Founder

70/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 70/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
2
Modera's Competitor - Creative Planning logo

Peter Mallouk

President & CEO

97/100
1,000 - 5,000
- -
$500M - 1B
  • - -
    $500M - 1B
  • 1,000 - 5,000
    - -
  • $500M - 1B
  • 97/100
  • 1,000 - 5,000
  • - -
  • $500M - 1B
View ProfileView
3
Modera's Competitor - Cfany logo

CEO

- -
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • - -
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
4
Modera's Competitor - LFP logo

Ed Shill

Managing Director

90/100
1 - 25
- -
$100K - 5M
  • - -
    $100K - 5M
  • 1 - 25
    - -
  • $100K - 5M
  • 90/100
  • 1 - 25
  • - -
  • $100K - 5M
View ProfileView
5
Modera's Competitor - Bel Air logo

David Sadkin

President

87/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 87/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
Modera's top 23 competitors are Montecito Capital Management, Creative Planning, Cfany, Mission Wealth, LFP, Bel Air, Heron Wealth, Monarchwealthmanagement, Mariner, Aegis Financial, TC Wealth Partners, EFE, Stonegate, Equity Planning, Clearstead, WMG, Compass Financial Partners, Lake Point Advisory Group, Stafford Financial, Segall Bryant Hamill LLC, Standard Pension Services, Modern Wealth and Bailard. Together they have raised over 310.6M between their estimated 7.3K employees. Modera's revenue is the ranked 10th among it's top 10 competitors. The top 10 competitors average 63.8M. Modera has 190 employees and is ranked 5th among it's top 10 competitors. The top 10 competitors average 312.

Modera VS Montecito Capital Management

Montecito Capital Management is one of Modera's top competitors. Montecito Capital Management is a Private company that was founded in Santa Barbara, California in 11/2003. Montecito Capital Management is in the Investment Banking and Securities field. Montecito Capital Management has 133 fewer employees vs. Modera.

Modera VS Creative Planning

Creative Planning is perceived as one of Modera's biggest rivals. Creative Planning was founded in 1983 in Overland Park, Kansas. Creative Planning competes in the Asset & Investment Management industry. Creative Planning generates $578.1M more revenue than Modera.

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Frequently Asked Questions about Modera

  1. Who are Modera's top competitors?

    Modera's top 3 competitors are Montecito Capital Management, Creative Planning, Cfany.

  2. Who is similar to Modera?

    Montecito Capital Management is the most similar to Modera. Creative Planning and Cfany are also similar to Modera.

  1. Are Modera and Montecito Capital Management competitors?

    Yes, Montecito Capital Management is one of Modera’s top competitors.