$27 Billion Wealth Management Firm, Moneta, Celebrates 1 Year In Kansas City

After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office in Kansas City last fall. While large in scope with more than $27 billion AUM firmwide, Moneta is committed to their high-end client service. In Kansas City, Moneta has the area’s highest advisor-to-client ratio among its peer set, according to Barron’s most recent ranking of the nation’s Top 10 independent Registered Investment Advisors (RIAs).

The Compardo, Wienstroer, Conrad and Janes team at Moneta (CWCJ) look to build on their success in Kansas City under the leadership of Founding Partner and Missouri’s Top Female Advisor, Diane Compardo CPA, CFP®, PFS, AWMA®, and one of Forbes Best-In-State Wealth Advisors, Partner Mark Conrad CPA, CFP®. As one of the fastest growing teams within the firm, CWCJ consists of 29 professionals overseeing nearly $2 billion in client assets nationwide serving approximately 300 households.

The Kansas City CWCJ team is managed by advisors Grant Edmunds, CFP® and Margie Carmody CPA, CFP® who are both natives of the area. Edmunds and Carmody were drawn to CWCJ because of the opportunity to offer clients a more comprehensive and detailed approach to financial planning.

Financial advisors in Kansas City outside Moneta office building

“We pride ourselves on exceptional client service and attention to detail, which has led to tremendous growth nationally for our team,” expressed Edmunds. “Over the past year, we’ve grown our footprint in the Kansas City region, and I am thrilled to offer our Kansas City client base the opportunity to leverage the resources of one of the country’s Top 10 Independent RIAs while also providing the personal touch of our specialized team.”

Carmody joined CWCJ after spending six years in public accounting at KPMG, following in Compardo’s footsteps as a Big Four accounting graduate.

“When I joined the Kansas City office as the team’s first full-time employee in the area, I was drawn to the collaborative atmosphere and the rewarding opportunity to work closely and build relationships with clients and their families,” said Carmody. “Over the past year, we have done just that, and Grant and I look forward to continuing this work in the Kansas City marketplace for many years to come.”

CWCJ founding Partner Diane Compardo, who has seen large scale success at the national level, is excited about the opportunity the Kansas City market provides. “We are excited about the additional resources we have in Kansas City and the unique opportunity that we can fulfill within the market for clients. Our team’s size and deep bench of highly credentialed and diverse professionals allows us to offer robust Family Office and Family CFO services without conflict.”

"Moneta" sign outside Kansas City office building or financial advisors

About Moneta

Moneta financial advisors empower successful individuals, families, and organizations to navigate life’s path and protect what they cherish. Barron’s ranked Moneta among the nation’s Top 10 RIAs in five consecutive years (2017-2021) for its combination of quality and scale (more than $27 billion AUM). The firm consistently earns praise for the way it invests in and takes care of employees: In 2021 the St. Louis Post-Dispatch ranked Moneta among its “Top Workplaces” for the eighth-straight year and the St. Louis Business Journal named Moneta as one of its “Best Places to Work” for a seventh-straight year; in 2021, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the fourth straight year.

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