For Advisors
Large-scale resources and entrepreneurial independence.
Yes, you can have both.
Do more. Become an advisor with Moneta.
Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.
Moneta teams operate independently, with their own P&L, but work alongside each other, sharing expertise, ideas, and experience to better serve clients. Our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to get us there.
Practice Management Model
Four Key Pillars
Human Capital
Acquire, develop, and organize the best talent with our recruiting team and Moneta University’s comprehensive career resources.
Financial Management
Benchmark your team’s financial performance to understand strengths, weaknesses, opportunities, and threats.
Operational Efficiency
Gain the advantage of centralized processes and resources.
Strategic Planning
Focus your team’s goals and strategies around a vision and value proposition.
Supported by Moneta’s Enterprise Service Team (EST)
Running the middle- and back-office of an RIA requires more time, cost, and risk than ever. Moneta’s centralized Enterprise Service Team (EST) not only handles many of those challenges for you but also maximizes efficiencies and differentiates your services.
Our EST of approximately 130 industry professionals with specialized expertise is committed to providing a level of service that advisors can’t find anywhere else so advisors can do the same for their clients. We are uniquely qualified to design and deliver this platform. Our client service teams have worked together from a single location for more than 30 years. Now at 26 teams, our extensive experience and concentration of institutional knowledge give us a powerful perspective on what clients want and advisors need.
Investments
Compliance
Technology & Cybersecurity
Marketing
Human Resources & Talent Development
Business Systems
Back Office Support
Accounting & Finance
Data Analytics
Estate & Tax Consulting
Moneta Advisors
Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain entrepreneurial independence across teams. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.