Moneta Institutional Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

Clayton, MO, February 14 – Moneta Institutional is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.

Moneta Institutional was recognized in the large team segment based on its reported plan AUA of approximately $3 billion.

“Our service is focused on two areas – doing everything possible to help participants successfully plan and save for retirement, and helping plan sponsors offer the best retirement benefit possible while reducing the burden associated with managing that benefit,” says Jake Winegrad, a Partner specializing in Institutional Consulting at Moneta. “Our recognition as one of the top 100 advisors is the result of our passion and commitment to these plan sponsors and their participants.”

The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: Individual advisers are one adviser with support staff; a small team comprises of two or more advisers and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisers and support staff; mega teams have 36 or more team members.

The 2018 PLANADVISER Top 100 Retirement Plan Advisers list is available online at It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 29. Please visit the event page for more information.


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