We are your advantage
Moneta is a $27 billion in Assets Under Management (AUM) firm. You can have both the personalized attention you deserve, but also backed by the resources, security and longevity of a large firm. Yes, you can have both.
With our size comes an industry-leading level of expertise in all facets of asset management for our clients. We maintain an exceptionally low, 48-to-1 client-to-advisor ratio.
Despite our successful growth, we are committed to maintain a small-firm feel for our clients. To do that, our experts are grouped into smaller, specialized client service teams to provide the personable, responsive service for which we are known.
At Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards in the industry for acting in our clients’ best interest–always. We are committed to a fee-only compensation structure.
RepEtition is no coincidence
Recognized as one of St. Louis’ Top Workplaces for the 8th consecutive year, and for the first time in the USA!
LONG-TIME industry leaders
We have been in this business longer than most, and the key to our success has been to stay at the forefront of industry and client needs.
We were around in 1933 when The Great Depression drove U.S. unemployment up to 25% and created the need for comprehensive financial planning. In 1963, Moneta operated under the name Physicians Planning Service Corp., focused on helping physicians, in particular, with financial planning. In 1988, the name changed again to Moneta Group, and we began our evolution to a fee-only service provider to further support the transparent approach to client service. 2019 was Moneta’s 30th Anniversary as an RIA and 150th year of staying true to our mission of “empowering people to navigate life’s path and protect what they cherish.”