LARGE SCALE RESOURCES. ENTREPRENEURIAL INDEPENDENCE.

Yes, You Can Have Both.

Do More. Become an Advisor with Moneta.

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta teams operate independently, with their own P&L, but work alongside each other, sharing expertise, ideas and experience to better serve clients. Our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to get us there.

Practice Management Model

FOUR KEY PILLARS

Human Capital

Acquire, develop and organize the best talent with our recruiting team and Moneta University’s comprehensive career resources.

Financial Management

Benchmark your team’s financial performance to understand strengths, weaknesses, opportunities and threats.

Operational
Efficiency

Gain the advantage of centralized processes and resources.

Strategic
Planning

Focus your team’s goals and strategies around a vision and value proposition.

Supported by Moneta’s Enterprise Service Team (EST)

Running the middle- and back-office of an RIA requires more time, cost and risk than ever. Moneta’s centralized Enterprise Service Team (EST) not only handles many of those challenges for you, but also maximizes efficiencies and differentiates your services. Our EST of nearly 80 industry professionals with specialized expertise is committed to providing a level of service that advisors can’t find anywhere else so advisors can do the same for their clients. We are uniquely qualified to design and deliver this platform. Our client service teams have worked together from a single location for more than 30 years. Now at 23 teams, our extensive experience and concentration of institutional knowledge gives us a powerful perspective on what clients want and advisors need.

Investments

Compliance

Technology & Cybersecurity

Marketing

Human Resources & Talent Development

Business Systems

Back Office Support

Accounting & finance

Data Analytics

Estate & Tax Consulting

Moneta Advisors

Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain entrepreneurial independence across teams. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.

CONTACT US TO LEARN MORE

    Call Us

    303-955-6884

    Visit Us

    200 Columbine, Suite 220,
    Denver, CO 80206

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