business
Modera adds over $300m in AUM with Northstar Financial deal
Key takeaways
- Modera adds over $300m in AUM with Northstar Financial deal Northstar’s staff will become part of Modera.
- Financial terms of the deal remain undisclosed.
- The firm works with more than 350 households, majority of them in Florida.
Modera adds over $300m in AUM with Northstar Financial deal Northstar’s staff will become part of Modera. Credit: abumuhammad051992/ Shutterstock.com. · Private Banker International · abumuhammad051992/ Shutterstock.com. Vidhya Edwards Munnangi Wed, June 17, 2026 at 6:34 PM GMT+7 2 min read Modera Wealth Management has expanded its network with the addition of Northstar Financial Planners, a Plantation, Florida-based RIA.
Financial terms of the deal remain undisclosed.
Northstar was established in 2000 and developed its business around fee-only fiduciary advice, long-range planning, and targeted support for people nearing retirement, Florida Retirement System special risk employees, and families with children who have special needs.
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