ST. LOUIS—July 9, 2015—Clayton-based Moneta Group Investment Advisors, LLC, one of the nation’s leading independent financial advisory firms, was ranked No. 6 in Financial Advisor Magazine’s RIA Ranking 2015 based on total assets under management (AUM) as of December 31, 2014.
This is the sixth year in a row that Moneta has ranked in the top ten. Plus, of the 545 RIAs ranked in the survey, Moneta Group was the highest ranked firm from Missouri, leading the pack of St. Louis-based advisors by over $7 billion in assets.
“As Family CFOs, our goal is to protect and grow your family’s assets,” says Gene Diederich, CEO at Moneta Group. “We are founded on the trust and confidence families place in us.”
Moneta reported an average AUM per client of $4.76 million, and continues to grow the number of clients represented annually.
“As fiduciaries and as our clients’ advocates, our top priority is providing comprehensive advice and ‘Raving Fan’ service,” says Diederich. “We are absolutely committed to serving successful individuals and businesses that manage the many complex financial issues of today’s world.”
Moneta Group, whose Principals own the firm and serve a select group of affluent clients, has been in the business since 1869 and prides itself on its independence. To learn more about Moneta Group, visit www.monetagroup.com.