Our clients have always been our top priority, and it shows

When our clients do well, so do we. We have grown to become a $27 billion Assets Under Management (AUM) firm. In addition to scale, Barron’s ranks firms on their quality, with Moneta placing in the Top 10 nationally among independent RIAs from 2018-2020.

We consistently also earn praise for the way we invest in and take care of our employees: The St. Louis Post-Dispatch ranked Moneta a “Top Workplace” for the eigth-straight year in 2021. Nationally, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” 2018-2021.