Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list.
This year was no different.
Barron’s ranked Moneta No. 14 on its list of the “2023 Top 100 RIA Firms,” marking the eighth time in eight years that Moneta ranked in the Top 15.
The rankings are “based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.” They are published “to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.”
© 2023 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
Rankings, ratings, or lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients.
Barron’s 2023 Top RIA Firms ranking dated September 18, 2023 based on data provided to Barron’s for time period ending June 30, 2023. No payment was made by Moneta for inclusion or selection by Barron’s.
Barron’s ranking methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-51615843316
