Barron’s again ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale

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.”

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.

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