ST. LOUIS—July 10, 2016— Clayton-based Moneta Group has earned the number 9 spot on Financial Advisor’s 2017 Annual Registered Investment Advisor (RIA) Ranking based on total assets under management (AUM). As of Dec. 31, 2016, Moneta Group managed $16.2 billion in AUM.
This is the eighth year in a row that Moneta has been ranked on the list, and the eighth year that Moneta has been the highest ranking firm in Missouri. The firm reported an average AUM per client of more than $3.7 million, and continues to increase the number of clients annually.
“Our core values are centered on providing exceptional service that clients can count on. Recognition like this highlights that we are one of the largest RIA firms in the country, which allows us to serve our clients with a depth and breadth of expertise that is unparalleled by many others,” said Thomas O’Meara, Moneta Group’s Managing Partner and Chairman of the Board.
The independently-owned financial planning organization has been serving clients and their financial goals since 1869, helping them manage the multitude of financial issues they face in today’s complex financial world.