Moneta Group Named #7 on Barron’s Inaugural Top 20 Independent Advisory Firms List
ST. LOUIS—September 6, 2016—Clayton-based Moneta Group Investment Advisors has been named to Barron’s Inaugural Top 20 Independent Advisory Firms Ranking. As of Dec. 31, 2015 Moneta Group managed $14.5 billion in Assets under management (AUM).
Moneta is ranked seventh on the list of twenty advisory firms from around the nation and is the highest ranked firm in Missouri.
This ranking, which was published on August 27, was based on a number of criteria, including assets under management, client retention, and various factors that speak to the firms’ ability to provide broad and consistent services to their clients. The firms’ filings with the Securities and Exchange Commission were used to cross-check the data provided to Barron’s.
Thomas E. O’Meara, Moneta Group’s managing partner and chairman of the board, called the ranking an affirmation of the firm’s success in the industry.
“This award hits home especially hard because it acknowledges our independence, something that we hold very dear at Moneta Group,” said O’Meara. “Our primary focus will also be putting our clients first and acting in their best interests; but, we couldn’t do that without our independence. We want to be able to serve our clients for decades to come. To do that we must be sustainable, and to be sustainable we must be independent.”
To learn more about Moneta’s vision for sustainability and independence, click here.