Build Your
Legacy.
We believe that legacy is not just a testament to our work but also a reflection of the choices we make and the bonds we forge.
We understand the challenges and rewards of building a successful RIA. Moneta was built for those looking for the strength of a large firm to help drive success. But as a 100% Partner-owned RIA we understand that you want the autonomy to make the best decisions for your clients. We promise to guide you in creating more time for life’s precious moments. Whether it’s an extra hour with family, time for a passion project, or the peace of mind that comes with knowing your legacy is secure.
A message from our CEO – Eric Kittner
What compels you to take your time back?
RUN & GROW YOUR BUSINESS
Leverage our Enterprise Service Team of more that 150 professionals and our industry leading tech stack to determine how you want to serve your clients best.
TRANSITION YOUR BUSINESS
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 own personal highest ROI.
A Wealth of Information
Dive into the latest insights from our expert team.
Half Of RIAs Are Dissatisfied With Their M&A Deals
Merging or selling your practice is a big decision, and we get it. A decision this important is more than just a transaction. It should be a relationship based on an understanding of you, your team and your clients to ensure a successful coupling for the long term.
The RIA M&A trend started off strong in Q1 2024
In its Q1 2024 RIA Deal Book, DeVoe & Company logged 65 transactions over the first three months of the year, representing a 3 percent rise compared to the 63 deals in Q1 2023. It also marked the second consecutive quarter of growth after a rebound…
Are You Wearing Too Many Hats?
The uncomfortable reality of running an independent RIA is that running your own practice too often takes time away from what you want to do most: serving your clients and developing referrals.
Who has time to improve their client…