For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings.
The ranking recognizes outstanding advisors from across the nation. It comes as Barron’s most comprehensive listing, encompassing everyone from independents, who own and operate their own practices, to employees of the big Wall Street firms. Advisors are ranked based on factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
This is the fifth consecutive year on the list for Koeneman and third in a row for Compardo, who’s ranking rose from No. 4 in Missouri to No. 3.
As the founding Partner for Compardo, Wienstroer, Conrad & Janes at Moneta, Compardo delivers world-class expertise in designing, implementing and monitoring optimal solutions to meet the complex financial needs of multigenerational, successful families.
Brad Koeneman serves all of his clients as their Family CFO, using his expertise and significant experience to simplify his clients’ lives as much as possible.
Moneta financial advisors empower successful individuals, families and organizations to navigate life’s path and protect what they cherish. Barron’s ranked Moneta among the nation’s Top 10 RIAs in three consecutive years (2018-2020) for its combination of quality and scale (more than $23 billion AUM). The firm consistently earns praise for the way it invests in and takes care of employees: In 2020 the St. Louis Post-Dispatch ranked Moneta among its “Top Workplaces” for the seventh-straight year and the St. Louis Business Journal named Moneta as one of its “Best Places to Work” for a sixth-straight year; in 2019, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the second straight year.
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