For the second 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 fourth consecutive year on the list for Koeneman and second in a row for Compardo, who’s ranking rose from No. 7 in Missouri to No. 4.
Diane 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.
Compardo and Koeneman are two of 39 Partners at Moneta. The firm also features 64 Advisors across 22 teams. In 2018, Barron’s ranked Moneta No. 4 in the nation among independent wealth management firms for its combination of quality and scale. InvestmentNews ranked Moneta as the Midwest’s largest independent RIA in 2018 with more than $20 billion in AUM and 300 employees.
Moneta delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. The firm provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta’s experienced and fully-dedicated retirement plan consulting professionals design custom sponsor plans through a high-touch process with a passionate emphasis on improving the retirement outcomes of their employees.
© 2019 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only. 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. These materials do not take into consideration your personal circumstances, financial or otherwise.