Third Quarter Investment Report – 2025
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
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
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Personal
Fulfillment
FUTURE
PLANNING
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PRESENT LIVING
Achievements
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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.
Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...