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Rankings


  1. One of the Largest Financial Planning Firms

    01 October 2009

    Investment News listed Moneta Group at No. 3 on its list of “50 Largest Financial Planning Firms: Leading registered investment advisory firms that provide financial planning services to individual investors.”

  2. A Top Wealth Manager

    01 August 2009

    Wealth Manager magazine published its “Top Wealth Managers” ranking, and Moneta Group has moved from No. 97 in 2008 to No. 81 in the ranking. The magazine ranks firms based on the average AUM per client.

  3. No. 3 Top RIA

    01 July 2009

    The July, 2009 issue of Registered Rep magazine ranked Moneta Group at No. 3 on its list of "America's Top 100 RIAs." 

  4. Moneta CEO One of the "Most Infuential People"

    01 May 2009

    Moneta Group CEO, Gene Diederich, was named one of Investment Advisor’s "Top 25 Most Influential People,” an annual list of the most influential people in and around the independent advice business.

  5. No. 2 RIA in the Nation

    23 February 2009

    Financial Advisor Magazine identified Moneta Group at No. 2 in the nation in their “2009 RIA Ranking,” when ranked by total assets. Moneta ranked No. 1 in Missouri in their survey of Mid-West firms in Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, Ohio and Wisconsin.

  6. A Top Dog

    01 August 2008

    The July/August edition of Wealth Manager includes the feature, "Revealed: Secrets of the 2008 Top Dogs," in which Moneta Group ranks at No. 97 (of 478 firms) based on average AUM per client.  Only two firms exceeded Moneta Group in total AUM.

  7. Moneta Principal Jim Blair One of Nation's Top Advisors

    01 August 2008

    In August 2008, Jim Blair was again recognized by both Barron's and Worth Magazine as one of the nation’s top wealth advisors. He was named ‘One of the Top 250 Wealth Managers in the Country’ by Worth Magazine.

  8. One of the Top 10 Fastest-Growing Firms

    01 July 2008

    Financial Advisor Magazine ranked Moneta Group at No. 4 in "Top 10 Fastest-Growing Firms" (of those with assets of $1 billion or more) and at No. 2 when ranked by total assets.

  9. One of America's Top RIAs

    01 July 2008

     

    Registered Rep Magazine identified Moneta Group as one of "Americas Top 100 RIAs."  Moneta was ranked at No. 6. The AUM for the ranking was $5.772 billion. The actual AUM at the end of 2007 (nearly $8 billion) would have placed Moneta Group at No. 3.

  10. Most Dependable Wealth Manager

    19 May 2008

    Goldline Research selected Moneta Group as one of the Most Dependable (TM) Wealth Managers of The Central U.S. for 2008. The list was published in Forbes Magazine.