Modera Wealth Management has bought into the West Coast through a transaction with RS Crum, a Newport Beach, California, firm that manages about $750 million in assets. The deal gives Modera its first West Coast office and bicoastal operations. Founded in 1976, RS Crum is one of the country's first fee-only financial planning firms. It serves more than 250 households, and its team of nine will join Modera. Leaders Mark Rylance, Jon Theriault, and Daniel Sexton will become wealth managers and principals. Modera, which was founded in 1983, serves more than 6,300 clients and oversees $20 billion in assets under advisement as of September 30, 2026. "We have a number of clients in Southern California," said chief executive officer Tom Orecchio, who expects the deal to help Modera find new expansion opportunities.

CEO talks succession planning at Future Proof. * Published: October 27, 2026 Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for "The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done." Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for "The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done," a panel focused on the evolving landscape of succession planning in the wealth management industry. The discussion explored the realities of succession planning, including data, deal structures and the considerations that can help firms successfully navigate a transition. Orecchio shared perspectives informed by Modera's continued growth and experience bringing together firms with shared values and a commitment to serving clients. As the wealth management industry continues to evolve, succession planning remains an important consideration for firm leaders looking to position their businesses, employees and clients for long-term success. Orecchio's participation reflects Modera's commitment to contributing to conversations shaping the future of the wealth management industry and sharing insights from the firm's continued growth. Find the recording for "The Succession Reality Check" panel here. Follow Modera Wealth Management, LLC on social: Talk to an experienced financial planner. By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from Modera Wealth Management, LLC. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to its registration status, the fees Modera Wealth Management, LLC charge including how Modera Wealth Management, LLC is compensated and by whom, additional costs that may be incurred, its conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services Modera Wealth Management, LLC offer, please contact Modera Wealth Management, LLC directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of its disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, its Privacy Notice outlines how Modera Wealth Management, LLC handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money. This material is limited to the dissemination of general information about Modera's investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, Modera Wealth Management, LLC recommend you seek the advice of a qualified attorney or accountant. This material is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this material are relevant as of the date of publication and are subject to change without notice based on changes in the law and other conditions. Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(R), and CFP(R)(with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.