Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100 RIA Firms.
Moneta immediately stands out on this list because of its quality-over-quantity approach that allows Moneta to offer clients a combination of personal attention and large-scale resources that is rare among its competition. Moneta’s 42:1 client-to-advisor ratio is the lowest among all the Top 10 RIAs. Only one other Top 10 firm is lower than 100:1 and the Top 5 firms average a client-to-advisor ratio of 991:1.
“Earning a Top 10 ranking for five straight years with such a low client-to-advisor ratio makes us an anomaly in our industry,” Moneta CEO Eric Kittner said. “We don’t have the pressure of shareholders or investors demanding growth at a pace that may not be what’s best for our clients. We do not ever want to over-extend our resources to compromise the high level of service we provide. Operating in a highly regulated industry, consistency is mandatory and we ensure that for our clients.”
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