Barron's ranks Moneta among nation's Top 10 RIAs for combination of quality and scale | Moneta | Fee Only Financial Planning | Investment Advisors

Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of its quality-over-quantity approach in which the client’s experience is much more important than the firm’s size. Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2020 marks the third year in a row Barron’s ranked Moneta in the Top 10.

Moneta’s client-first emphasis on scale over size quickly becomes apparent when examining the data provided for each firm in the rankings, highlighting Moneta’s unusually selective number of clients and advisors that sets it apart.

Moneta is one of only three firms in the Top 10 with a client-to-advisor ratio of lower than 45:1, which is significantly better than the 669:1 average among the Top 7 firms and the 260:1 average among the Top 100 collectively. This is how Moneta offers clients a combination of personal attention and large-scale resources that is rare among its competition.

© 2020 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.

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

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

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WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?