View in portrait for best experience

Build Your
Legacy

Join a team of forward-thinking advisors who are redefining wealth management. At Moneta, we provide the resources, support, and independence you need to build a successful practice while delivering exceptional client service.

Striking the Right
Balance Between:

Striking the Right
Balance Between:

Striking the Right
Balance Between:

Ambition
+
Personal
Fulfillment

FUTURE
PLANNING
+
PRESENT LIVING

Achievements
+
Experiences

Our advisor-owned model ensures that your interests align with those of your clients. We offer comprehensive support, advanced technology, and a collaborative culture that empowers you to grow your practice and make a lasting impact.

Run & Grow

Transition

Leverage our Enterprise Service Team of more than 150 professionals and our industry leading tech stack to determine how you want to serve your clients best.

You invest client’s assets all day, every day, but what about yours? Your time, talent, and connections are valuable and you should focus them for your highest ROI.

THE RESOURCES YOU NEED,
The autonomy you want

Learn how RIAs build their legacy with Moneta.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

VIEW ALL ARTICLES

Let’s make every moment count together…