FIDUCIARY FINANCIAL ADVISORS FOR LIFE'S BIG DECISIONS
We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the freedom to leverage a large and diverse set of solutions. As a result, our clients get unique solutions, specific to their needs and goals.
FIDUCIARY AT ALL TIMES
Fee-only* Compensation
independent Firm
big firm resources. PERSONALIZED attention.
Moneta is a $23 billion in Assets Under Management (AUM) firm. You can have both the personalized attention you deserve, but also backed by the resources, security and longevity of a large firm. Yes, you can have both.
100%+ more resources per client
48 to 1 Moneta Family CFO Client to Advisor ratio vs. 100 to 1 industry standard.
Robust 70+ person infrastructure team providing resources unavailable at small firms.
Close, personal attention of 20+ dedicated Client Teams.
97% Retention rate among Moneta Clients.
*Although neither Moneta Group, LLC nor Moneta Group Investment Advisors, LLC, receive commissions relative to the sale of insurance, certain of its employees are licensed insurance agents of third-party non-affiliated insurance companies and do receive commissions and other income from new and ongoing insurance policies.
NEWS & PERSPECTIVES
$23B Wealth Management Firm, Moneta, expands to Kansas City and continues to build national scale
ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its...
Barron’s ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale
Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of...
Investment Update: Election Year Market Impact
Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...
ST. LOUIS OFFICE
100 South Brentwood Blvd
St. Louis, MO 63105
(314) 726-2300
(314) 862-6139 (FAX)
CLAYTON OFFICE
1 N Brentwood Blvd
Suite 500
Clayton, MO 63105
(314) 726-2300
(314) 862-6139 (FAX)
KANSAS CITY OFFICE
1900 Shawnee Mission Parkway
Suite 225
Mission Woods, KS 66205
(913) 362-3242
COVID-19 / SEC FILING UPDATE:
Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.