Nine times!?
Nine times.
Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among “the nation’s best wealth managers.”
These rankings of independent advisory companies are based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
This is the first year Barron’s ranked the largest registered investment adviser firms separately from its broader RIA ranking, splitting out firms that manage $70 billion or more in assets (2% or more of the total assets of all ranking applicants) into their own list of “Mega RIAs.” Moneta ranked No. 8 among its peers that manage less than $70 billion in assets.
In past years, RIAs of all sizes were ranked in the same list.
© 2024 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 2024 Top RIA Firms ranking dated September 16, 2024 based on data provided to Barron’s for the time period ending June 30, 2024. 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-c4831b04
