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.
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