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Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida. IA Principals Charles Boinske, CFA®, Mark Rioboli, CFP®, CFS, and Patrick Runyen, CPA/PFS, CFP® continue as Principals of the combined firm, bringing the total number of employee-owners to twenty and positioning Modera Wealth Management strongly for multi-generational stability. ....