View in portrait for best experience

Insights & News

Moneta Named Among Nation’s Top Defined Contribution Advisor Multi-Office Firms

News Room

April 8, 2021

Moneta Named Among Nation’s Top Defined Contribution Advisor Multi-Office Firms

Moneta’s retirement plan consulting services continue to be ranked among the industry’s best.

For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s Top DC Advisors. Moneta debuted on NAPA’s list of Top DC Advisor Teams for 2019. For the 2020 awards published in March of 2021, Moneta moved to NAPA’s list of Top DC Advisor Multi-Office Firms as a result of its growing national footprint with expansions into Denver, Kansas City and the Greater Boston Area.

Moneta adds these accolades to its run of four consecutive years being named among PlanAdviser Magazine’s Top 100 Retirement Plan Advisers from 2017-2020.

The firm is also fresh off of winning five Top Workplaces awards and being honored among the nation’s best places to work for financial advisors.

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.

Additional articles

Dive into the latest insights from our expert team with our personal touch.

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

VIEW ALL ARTICLES

Let’s make every moment count together…