Moneta Ranked #4 Nationally by Barron’s

Download the PDF

SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment Advisors (RIA) in the nation by Barron’s. In their ranking decision, Barron’s weighs “dozens of qualitative and quantitative components, including assets managed, the size and experience of teams and the regulatory records of the advisors and firms.”

This year, the ranking expanded from a top 30 list in 2017, to a top 40 list in 2018 to make room for the explosive growth of firms. As the list of contenders gets longer, Moneta continues to rise to the top, ranked #7 in 2017 and up to #4 in 2018.

“We do not consider ourselves ‘Aggregators’ of other Registered Investment Advisors (RIAs),” says Eric Kittner, Managing Partner of Moneta. “We believe we are growing because our turn-key business management platform, proven paths to succession planning and a strong, trusted Midwest work ethic are an exceptional value to our clients. We are a ‘client first’ organization and it shows.”

Additional articles