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.

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