Moneta Group was selected out of more than 2,000 independent RIA firms who had $300 million or more in assets. The top 300 winners on average managed more than $2.5 billion in AUM (assets under management) and served 3,000+ clients.
Financial Times graded firms on six broad factors and calculated a numeric score for each advisor. Areas of consideration include AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility.
Gene Diederich, Moneta Group’s CEO, says the ranking is an affirmation of the firm’s prominence in the industry. “Recognitions like these underscore the fact that we’re one of the largest investment advisory firms in the country, but our primary focus continues to be delivering the exceptional ‘Raving Fan’ service that the clients of a boutique practice expect and deserve.”
Moneta Group, whose Principals own the firm and serve a select group of affluent clients, has been in the finance business since 1869 and prides itself on its independence. To learn more about Moneta Group, visit www.monetagroup.com.
About Moneta Group
Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1905, the firm’s primary role is serving as their clients’ advocate ‐ while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As the Family CFO, Moneta allows their clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams. For more information on Moneta Group, visit www.monetagroup.com.