Rankings, Awards, and Lists

Moneta as a firm receives periodic recognition in the industry. The page below outlines the sources, time periods, and methodologies used by any such recognition, as well as any payments made for inclusion or use of the award.

Barron's Top RIA Firms

Total Years: 10 (2016-2025)

2025: Ranking = 8; dated September 12, 2025 based on data provided to Barron's for the time period ending June 30, 2025.
2024: Ranking = 8; dated September 13, 2024 based on data provided to Barron's for the time period ending June 30, 2024.
2023: Ranking = 14; dated September 15, 2023 based on data provided to Barron's for the time period ending Dec. 31, 2022.
2022: Ranking = 11; dated September 16, 2022 based on ADV data provided to Barron's for time period ending Dec. 31, 2021.
2021: Ranking = 10; dated September 20, 2021 based on ADV data provided to Barron's for time period ending Dec. 31, 2020.
2020: Ranking = 10; dated September 11, 2020 based on ADV data provided to Barron's for time period ending Dec. 31, 2019.
2019: Ranking = 5; dated September 13, 2019 based on ADV data provided to Barron's for time period ending Dec. 31, 2018.
2018: Ranking = 4; dated September 14, 2018 based on ADV data provided to Barron's for time period ending Dec. 31, 2017.
2017: Ranking = 7; dated September 15, 2017 based on ADV data provided to Barron's for time period ending Dec. 31, 2016;
2016: Ranking = 7; dated August 27, 2016 based on ADV data provided to Barron's for time period ending Dec. 31, 2015.

Website: https://www.barrons.com/advisor/report/top-financial-advisors/ria

Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

Moneta Group Investment Advisors, LLC ("Moneta") has been recognized by Barron's as a Top RIA Firm for ten consecutive years: ranked #7 (2016), #7 (2017), #4 (2018), #5 (2019), #10 (2020), #10 (2021), #11 (2022), #14 (2023), #8 (2024), and #8 (2025).

Barron's is a weekly financial publication published by Dow Jones & Company. The Top RIA Firms ranking is compiled annually and published in September of each year; each year's ranking reflects data as of a period specified by Barron's for that year, which has varied between June 30 and December 31 depending on the year (see rankings by year below for the applicable measurement date). Moneta was invited by Barron's to participate and submitted an extensive survey about its practice (in recent years, a 102-question survey), which Barron's verifies against the firm's data and regulatory databases (e.g., Form ADV). Barron's then applies its own ranking formula, which weighs three broad categories — (1) assets, (2) revenue, and (3) quality of practice — each with multiple sub-calculations, to generate the final ranking. Additional information on Barron's methodology is available at [barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04].

Moneta did not pay a fee to be considered for or included in this ranking in any year, nor did it pay any fee for licensing rights or article reprints following its recognition.

This ranking is not indicative of Moneta's future performance and is not representative of any one client's experience. It is not an endorsement of Moneta or any of its investment professionals, and is not a guarantee that any client will experience a particular level of results. Barron's is not affiliated with Moneta. Investors should not rely on this ranking alone and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

Financial Advisor Magazine RIA Rankings

Total Years: 11 (2015-2026)

2026: Ranking = 15; dated July 10, 2026 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2025;
2025: Ranking = 17; dated July 11, 2025 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2024;
2024: Ranking = 16; dated July 12, 2024 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2023;
2023: Ranking = 12; dated July 14, 2023 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2022;
2022: Ranking = 15; dated July 15, 2022 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2021;
2021: Ranking = 11; dated July 16, 2021 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2020;
2020: Ranking = 10; dated August 1, 2020 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2019;
2019: Ranking = 10; dated July 1, 2019 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2018;
2018: Ranking = 11; dated July 2, 2018 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2017;
2017: Ranking = 9; dated July 5, 2017 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2016;
2016: Ranking = 11; dated July 1, 2016 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2015;
2015: Ranking = 6; dated July 1, 2015 based on data provided to Financial Advisor Magazine for the time period ending Dec. 31, 2014;

Website: https://www.fa-mag.com/research/ria-survey

Methodology:

Moneta Group Investment Advisors, LLC ("Moneta") has been ranked by Financial Advisor magazine in its annual RIA Survey & Ranking for twelve consecutive years: #6 (2015), #11 (2016), #9 (2017), #11 (2018), #10 (2019), #10 (2020), #11 (2021), #15 (2022), #12 (2023), #16 (2024), #17 (2025), and #15 (2026).

Financial Advisor magazine's RIA Survey & Ranking is a voluntary, annual survey of independent registered investment advisers. Moneta was invited by Financial Advisor to participate and submitted responses to the survey each year. To be eligible, firms must be independent registered investment advisers that file their own Form ADV with the SEC and provide financial planning and related services to individual clients; hybrid RIAs, corporate RIAs, and investment adviser representatives are not eligible. Firms are ranked from largest to smallest based on assets under management as of December 31 of the applicable year, as reported by the firm and reviewed by Financial Advisor against the firm's Form ADV filings.

Moneta did not pay a fee to be considered for or included in this ranking in any year, nor did it pay any fee for licensing rights or article reprints following its recognition.

This ranking is based solely on reported assets under management among eligible independent RIAs; it does not reflect any assessment of the quality of advice, client service, or investment performance provided by Moneta, and should not be construed as an endorsement of Moneta by Financial Advisor magazine or any client. This ranking is not indicative of Moneta's future performance and is not representative of any one client's experience. Registration as an investment adviser with the SEC does not imply any level of skill or training. Investors should not rely on this ranking alone and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

NAPA Top DC Advisor Multi-Office Firms

Total Years: 7 (2020-2026)

2026: Top DC Advisor Multi-Office Firms ranking dated March 23, 2026 based on data provided to NAPA for time period ending Dec. 31, 2025.
2025: Top DC Advisor Multi-Office Firms ranking dated March 25, 2025 based on data provided to NAPA for time period ending Dec. 31, 2024.
2024: Top DC Advisor Multi-Office Firms ranking dated March 25, 2024 based on data provided to NAPA for time period ending Dec. 31, 2023.
2023: Top DC Advisor Multi-Office Firms ranking dated March, 2023 based on data provided to NAPA for time period ending Dec. 31, 2022.
2022: Top DC Advisor Multi-Office Firms ranking dated March 31, 2022 based on data provided to NAPA for time period ending Dec. 31, 2021.
2021: Top DC Advisor Multi-Office Firms ranking dated March, 2021 based on data provided to NAPA for time period ending Dec. 31, 2020.
2020 (Top DC Advisor Teams): Top DC Advisor Teams ranking dated March, 2020 based on data provided to NAPA for time period ending Dec. 31, 2019.

Top DC Advisor Multi-Office Firms Website + Methodology: https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-multioffice/

Top DC Advisor Teams Website + Methodology: https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/

Moneta Group Investment Advisors, LLC ("Moneta") has been named to the National Association of Plan Advisors' ("NAPA") Top DC Advisor Multi-Office Firms list for six years (2021–2026, reflecting DC assets under advisement as of December 31 of the prior year in each case), and to NAPA's related Top DC Advisor Teams list in 2020 (reflecting DC assets under advisement as of December 31, 2019, when Moneta operated from a single office).

NAPA is a professional association for retirement plan advisors and publishes these lists annually based on an application process. Moneta submitted an application each year, including self-reported data on its defined contribution ("DC") assets under advisement ("AUA"). The Top DC Advisor Multi-Office Firms list recognizes organizations with more than one office or physical location and requires DC AUA in excess of $1 billion; the related Top DC Advisor Teams list recognizes single-location firms or teams with DC AUA of at least $100 million. Both lists present all qualifying firms that submit an application by NAPA's deadline; firms are not numerically ranked against one another. NAPA does not independently verify the AUA figures firms submit.

Moneta did not pay a fee to be considered for or included in either list in any year, nor did it pay any fee for licensing rights or article reprints following its recognition.

Inclusion on these lists reflects only self-reported defined contribution assets under advisement; it does not reflect any assessment of the quality of advice, client service, or investment performance provided by Moneta, and should not be construed as an endorsement of Moneta by NAPA or any client. This recognition is not indicative of Moneta's future performance and is not representative of any one client's experience. Investors should not rely on this recognition alone and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

USA Today Top Workplaces

Total Years: 6 (2021-2026)

Financial Services "Top Workplace" six consecutive years (2021-2026)

2026: Top Workplaces USA ranking dated April 2026 based on employee survey data such as workplace experience and culture provided to Energage for time period ending December 2025. No payment was made by Moneta to participate or receive the ranking, compensation was made in connection with using the third party rating.
2025: Top Workplaces USA ranking dated March 19, 2025 based on data provided to Energage for time period ending Dec. 31, 2024; compensation has been provided by the adviser in connection with using this third-party rating.
- Top Workplaces Financial Services Industry
2024: Top Workplaces USA ranking dated March 19, 2024 based on data provided to Energage for time period ending Dec. 31, 2023; compensation has been provided by the adviser in connection with using this third-party rating.
2023: Top Workplaces USA ranking dated February 1, 2023 based on data provided to Energage for time period ending Dec. 31, 2022; compensation has been provided by the adviser in connection with using this third-party rating.
2022: Top Workplaces USA ranking dated February 1, 2022 based on data provided to Energage for time period ending Dec. 31, 2021; compensation has been provided by the adviser in connection with using this third-party rating.
2021: Top Workplaces USA ranking dated February 1, 2021 based on data provided to Energage for time period ending Dec. 31, 2020; compensation has been provided by the adviser in connection with using this third-party rating.

Methodology: https://topworkplaces.com/resources/national-top-workplaces-methodology/

Moneta Group Investment Advisors, LLC ("Moneta") has been named a Top Workplaces USA award winner for six consecutive years (2021–2026), and was additionally recognized on the Top Workplaces Financial Services Industry list in 2025.

This recognition is administered by Energage, an HR technology and research company, in partnership with USA Today. It is based entirely on the results of Energage's confidential employee engagement survey, which measures workplace culture factors such as alignment, execution, leadership, and connection. There is no cost to participate in the survey or to be considered for recognition, and results are not shared with Moneta or any third party unless Moneta is named a winner. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Moneta has provided compensation to Energage in connection with its use of this third-party rating (for example, for licensing the award badge/logo, or for access to related reporting), though Moneta did not pay any fee to participate in the survey or to be selected as a winner.

This recognition is based solely on internal employee survey feedback regarding workplace culture; it is not based on, and does not reflect, the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as a client testimonial or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

Website: https://topworkplaces.com/award/top-workplaces-usa/

USA Today: https://www.usatoday.com/story/money/2025/03/20/best-places-to-work-2025-survey/77718021007/

Greater St. Louis Top Workplaces

Publisher: St. Louis Post-Dispatch

Total Years: 13 (2014-2026)

2026: Greater St. Louis Top Workplaces ranking dated June 2026 based on data provided to Energage for time period ending Dec. 31, 2025; compensation has been provided by the adviser in connection with using this third-party rating.
2025: Greater St. Louis Top Workplaces ranking dated June 20, 2025 based on data provided to Energage for time period ending Dec. 31, 2024; compensation has been provided by the adviser in connection with using this third-party rating.
2024: Greater St. Louis Top Workplaces ranking dated June 21, 2024 based on data provided to Energage for time period ending Dec. 31, 2023; compensation has been provided by the adviser in connection with using this third-party rating.
2023: Greater St. Louis Top Workplaces ranking dated June 23, 2023 based on data provided to Energage for time period ending Dec. 31, 2022; compensation has been provided by the adviser in connection with using this third-party rating.
2022: Greater St. Louis Top Workplaces ranking dated June 24, 2022 based on data provided to Energage for time period ending Dec. 31, 2021; compensation has been provided by the adviser in connection with using this third-party rating.
2021: Greater St. Louis Top Workplaces ranking dated June 20, 2021 based on data provided to Energage for time period ending Dec. 31, 2020; compensation has been provided by the adviser in connection with using this third-party rating.
2020: Greater St. Louis Top Workplaces ranking dated July 29, 2020 based on data provided to Energage for time period ending Dec. 31, 2019; compensation has been provided by the adviser in connection with using this third-party rating.
2019: Greater St. Louis Top Workplaces ranking dated June 21, 2019 based on data provided to Energage for time period ending Dec. 31, 2018; compensation has been provided by the adviser in connection with using this third-party rating.
2018: Greater St. Louis Top Workplaces ranking dated June 20, 2018 based on data provided to Energage for time period ending Dec. 31, 2017; compensation has been provided by the adviser in connection with using this third-party rating.
2017: Greater St. Louis Top Workplaces ranking dated June 1, 2017 based on data provided to Energage for time period ending Dec. 31, 2016; compensation has been provided by the adviser in connection with using this third-party rating.
2016: Greater St. Louis Top Workplaces ranking dated June 24, 2016 based on data provided to Energage for time period ending Dec. 31, 2015; compensation has been provided by the adviser in connection with using this third-party rating.
2015: Greater St. Louis Top Workplaces ranking dated June 23, 2015 based on data provided to Energage for time period ending Dec. 31, 2014; compensation has been provided by the adviser in connection with using this third-party rating.
2014: Greater St. Louis Top Workplaces ranking dated June 23, 2014 based on data provided to Energage for time period ending Dec. 31, 2013; compensation has been provided by the adviser in connection with using this third-party rating.

Methodology: https://topworkplaces.com/resources/national-top-workplaces-methodology/

Moneta Group Investment Advisors, LLC ("Moneta") has been named a Greater St. Louis Top Workplaces award winner for thirteen consecutive years (2014–2026).

This recognition is administered by Energage, an HR technology and research company, in partnership with the St. Louis Post-Dispatch. It is based entirely on the results of Energage's confidential employee engagement survey, which measures workplace culture factors such as alignment, execution, leadership, and connection, and uses the same methodology as Energage's national Top Workplaces USA program. There is no cost to participate in the survey or to be considered for recognition, and results are not shared with Moneta or any third party unless Moneta is named a winner. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Website: https://topworkplaces.com/award/stlouis/2026/

St. Louis Post-Dispatch: https://www.stltoday.com/news/local/business/workplaces/

Top Workplaces Culture Excellence Awards

Publisher: Top Workplaces

Moneta Group Investment Advisors, LLC ("Moneta") has received Top Workplaces Culture Excellence Awards in numerous categories from 2021 through 2025, based on the same Energage employee engagement survey underlying Moneta's Greater St. Louis and USA Today Top Workplaces recognitions (described above). These category-specific awards are given to organizations that rank in the top 25% among similarly sized companies on a given culture driver measured by the survey.

Moneta has received Culture Excellence recognition in the following categories by year:

Professional Development (2021 & 2023-2024)
Employee Well-Being (2021 & 2023-2024)
Appreciation (2021 & 2023-2024)
Company Direction (2021-2023)
Cross-Team Collaboration (2021-2023)
Leaders In-The-Know (2021-2023)
Meaningful Work (2021-2023)
Open Minded Culture (2021-2023)
Supportive Managers (2021-2023)
Innovation (2021-2023, 2025)
Compensation & Benefits (2021-2023, 2025)
Leadership (2022-2023, 2025)
Purpose & Values (2021-2023, 2025)
Work-Life Flexibility (2022-2023, 2025)
Clued-In Leaders (2021)
Communication (2021)
Empowering Employees (2021)
Employer Brand (2021)
Formal Training (2021)
Top Managers (2021)

Methodology: https://energage.my.site.com/FAQ/s/article/What-Workplace-Survey-statements-determine-the-Cultural-Excellence-Awards
https://topworkplaces.com/faqs/

Rankings in each category are determined by Energage based on responses to specific statements within its confidential Workplace Survey, benchmarked against other similarly sized organizations that completed the same survey. There is no cost to participate in the survey or to be considered for any Culture Excellence category award, and survey results are not shared with Moneta or any third party unless Moneta is recognized. These awards reflect the opinions of Moneta's employees who completed the survey and do not reflect the experience of Moneta's advisory clients.

These awards are based solely on internal employee survey feedback regarding specific aspects of workplace culture; they are not based on, and do not reflect, the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as client testimonials or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

Compensation has been provided by the adviser in connection with using this third-party rating.

St. Louis Business Journal Best Places to Work

Total Years: 9 (2017-2025)

2025: Best Places to Work ranking dated March 11, 2025 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2024;
- 2025: Best Places to Work for Advancement of Women
2024: Best Places to Work ranking dated May 16, 2024 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2023;
2023: Best Places to Work ranking dated March 24, 2023 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2022;
2022: Best Places to Work ranking dated May 19, 2022 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2021;
2021: Best Places to Work ranking dated June 14, 2021 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2020;
2020: Best Places to Work ranking dated February 28, 2020 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2019;
2019: Best Places to Work ranking dated March 7, 2019 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2018;
2018: Best Places to Work ranking dated February 1, 2018 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2017;
2017: Best Places to Work ranking dated February 6, 2017 based on data provided to the St. Louis Business Journal for time period ending Dec. 31, 2016

Methodology: https://www.bizjournals.com/stlouis/best-places-to-work#About-Event

Moneta Group Investment Advisors, LLC ("Moneta") has been named to the St. Louis Business Journal's Best Places to Work list for nine years (2017–2025), and was additionally recognized in 2025 for Advancement of Women.

This recognition is administered by Quantum Workplace on behalf of the St. Louis Business Journal. Participating companies and their employees complete a confidential survey measuring factors such as communication, management structure, benefits, teamwork, leadership, and culture. Quantum Workplace applies its own scoring algorithm to the survey results and ranks participating companies within employee-count size categories to determine each year's list and placements. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Moneta did not pay a fee to be considered for, included in, or to use this recognition in any year.

Website: https://www.bizjournals.com/stlouis/best-places-to-work

No payment made for inclusion

Best Places to Work for Financial Advisors

Publisher: InvestmentNews

Total Years: 3 (2018, 2019, 2021)

2021: Best Places to Work for Financial Advisors ranking dated March 1, 2021 based on data provided to Investment for time period ending Dec. 31, 2020;
2019: Best Places to Work for Financial Advisors ranking dated April 1, 2019 based on data provided to Investment for time period ending Dec. 31, 2018;
2018: Best Places to Work for Financial Advisors ranking dated March 24, 2018 based on data provided to Investment for time period ending Dec. 31, 2017;

Methodology: https://www.investmentnews.com/best-in-wealth/best-places-to-work-for-financial-advisors-in-the-usa/249810#methodologySection

Moneta Group Investment Advisors, LLC ("Moneta") was named a Best Places to Work for Financial Advisors by InvestmentNews in 2018, 2019, and 2021.

This program was managed by InvestmentNews in partnership with Best Companies Group, an independent research firm. To be considered, an organization had to be a registered investment adviser, an independent broker-dealer affiliate, or a hybrid firm doing business through an RIA; be based in the U.S.; have a minimum number of employees; and have been in business at least one year. Moneta proactively applied to participate each year it was recognized. Eligible organizations that choose to participate complete an employer questionnaire describing their workplace policies and offerings, and their employees separately complete a confidential survey covering topics such as culture, benefits, compensation, employee development, and diversity and inclusion. InvestmentNews and Best Companies Group then analyze both the employer and employee data to determine the final list. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Moneta did not pay a fee to be considered for, included in, or to use this recognition in any year.

InvestmentNews continues to publish this recognition annually; Moneta has not applied to participate since 2021, and this recognition reflects Moneta's workplace practices as of the years indicated only.

This recognition is based solely on internal employer and employee survey feedback regarding workplace culture; it is not based on, and does not reflect, the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as a client testimonial or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

Corporate Philanthropy Awards

Publisher: St. Louis Business Journal

Total Years: 5 (2022-2026)

2026: St. Louis Business Journal ranking dated April 2026 based on data compiled by St. Louis Business Journal and individual company submissions as of Dec. 31, 2025.
2025: St. Louis Business Journal ranking dated April 2025 based on data compiled by St. Louis Business Journal and individual company submissions as of Dec. 31, 2024.
2024: Mid-Sized Company (100-999 employees) Ranking = 7; St. Louis Business Journal ranking dated April 11, 2024 based on data compiled by St. Louis Business Journal and individual company submissions as of Sep. 30, 2023.
2023: St. Louis Business Journal ranking was published on April 21, 2023 and based on data from period of Jan. 1, 2022 to Dec. 31, 2022, as provided to St. Louis Business Journal.
2022: Mid-Sized Company (100-999 employees) Ranking = 8; St. Louis Business Journal ranking dated May 13, 2022 based on data compiled by St. Louis Business Journal and individual company submissions as of Dec. 31, 2021.

Methodology: https://www.bizjournals.com/stlouis/subscriber-only/2024/04/12/st-louis-largest-corporate-philanthropists-midsize.html

Moneta Group Investment Advisors, LLC ("Moneta") has been recognized by the St. Louis Business Journal's Corporate Philanthropy Awards for five consecutive years (2022–2026) in the Mid-Sized Company (100–999 employees) category, including a #8 ranking in 2022 and a #7 ranking in 2024. Moneta's specific numeric rank for 2023, 2025, and 2026 is not available; Moneta was recognized on the list for these years without a confirmed placement number.

This recognition is compiled annually by the St. Louis Business Journal based on data submitted by participating companies regarding their charitable cash and in-kind contributions to qualifying nonprofit organizations serving the greater St. Louis region. Companies are grouped into size categories (e.g., small, mid-sized, and large, based on employee count) and ranked within each category according to the total value of contributions reported for the applicable period. The Business Journal does not independently verify the contribution figures companies submit.

Moneta did not pay a fee to be considered for, included in, or to use this recognition in any year.

This recognition is based solely on self-reported charitable giving; it does not reflect any assessment of the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as a client testimonial or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

50 Growers Across America

Publisher: Citywire RIA

Total Years: 1 (2025)

2025: Fastest-Growing RIA in Missouri; ranking dated August 2025 based on data compiled by Citywire as of Dec. 31, 2024.
2023: Fastest-Growing RIA in Missouri; ranking dated August 2023 based on data compiled by Citywire as of Dec. 31, 2022.
2022: Fastest-Growing RIA in Missouri, runner-up; ranking dated July 2022 based on data compiled by Citywire as of Dec. 31, 2021.

Methodology: https://citywire.com/ria/special-reports/50-growers-july-2025/a2468618/growth-is-a-team-sport/a2471576

Moneta Group Investment Advisors, LLC ("Moneta") was recognized by Citywire RIA in its "50 Growers Across America" report as the fastest-growing RIA in Missouri in 2025 and 2023, and as runner-up for fastest-growing RIA in Missouri in 2022.

Citywire RIA is a financial industry publication that compiles this report annually using historical Form ADV data filed with the SEC (data compiled for Citywire by Discovery Data in 2022 and 2023, and by FINTRX in 2025). Citywire applies a series of eligibility screens to this data — excluding firms that do not offer financial planning as a core service, firms that are offshoots of broker-dealers or banks, and firms that function primarily as back-end service providers — and then evaluates eligible firms' year-over-year growth across three factors: percentage growth in assets under management, dollar growth in assets under management, and percentage growth in employees. These figures are combined into a "growth factor" score, and the highest-scoring firm in each state is named that state's top grower, with runners-up also recognized in most states.

This ranking is based entirely on publicly available regulatory data. Moneta did not apply, submit information, or request to be considered, and was selected by Citywire without any involvement from Moneta. Moneta did not pay a fee to be considered for or included in this ranking in any year, nor did it pay any fee for licensing rights or article reprints following its recognition.

This ranking reflects only asset and employee growth as reported to the SEC; it does not reflect any assessment of the quality of advice, client service, or investment performance provided by Moneta, and should not be construed as an endorsement of Moneta by Citywire or any client. This ranking is not indicative of Moneta's future performance and is not representative of any one client's experience. Investors should not rely on this ranking alone and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment made for inclusion

Best Places to Work for Women

Publisher: Best Companies Group

Total Years: 1 (2025)

2025: Large Companies Ranking = 26; dated September 30, 2025. Winners were selected through a comprehensive survey process focused on the experiences of women within each company's workforce.

Methodology: https://bestcompaniesgroup.com/best-workplaces-for-women-by-best-companies-group/

Moneta Group Investment Advisors, LLC ("Moneta") was ranked #26 in the Large Companies category of Best Companies Group's Best Places to Work for Women recognition in 2025.

This recognition is administered by Best Companies Group, an independent workplace-research firm. Participating organizations launch an employee survey process through Best Companies Group; survey responses are analyzed and compared across all participating companies, with a focus on the workplace experiences of women, and winners are selected from this comparative analysis. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Moneta paid a fee to Best Companies Group to submit for consideration for this recognition. Payment of this fee did not guarantee that Moneta would be selected as a winner or assigned any particular rank.

This recognition is based solely on internal employee survey feedback regarding the workplace experiences of women; it is not based on, and does not reflect, the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as a client testimonial or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

Payment was made to submit for consideration.

Financial Planning - 150 Largest Fee-Only RIAs

Publisher - Financial Planning

Total Years: 6 (2025)

2025: Largest fee-only RIAs = 1st; dated November 18, 2025; based on data provided to COMPLY for the time period ending Dec. 31, 2024
2024 Largest fee-only RIAs = 1st; dated November 20, 2024; based on data provided to COMPLY for the time period ending Dec. 31, 2023
2023 Largest fee-only RIAs = 2nd; dated October 17, 2023; based on data provided to COMPLY for the time period ending Dec. 31, 2022
2022 Largest fee-only RIAs = 2nd; dated October 3, 2022; based on data provided to COMPLY for the time period ending Dec. 31, 2021
2021 Largest fee-only RIAs = 6th; dated September 27, 2021; based on data provided to COMPLY for the time period ending Dec. 31, 2020
2020 Largest fee-only RIAs = 2nd; dated October 1, 2020; based on data provided to COMPLY for the time period ending Dec. 31, 2019

Methodology: Based on quantitative and qualitative data provided to COMPLY such as number of clients, compensation arrangements, and regulatory record Financial-planning RIA Leaders 2025: Download FP's list of the 150 largest fee-only RIAs

Moneta Group Investment Advisors, LLC ("Moneta") has been recognized by Financial Planning magazine on its RIA Leaders list of the 150 Largest Fee-Only RIAs for six consecutive years, most recently ranking #1 in 2025 (also #1 in 2024, #2 in 2023, #2 in 2022, #6 in 2021, and #2 in 2020).

This ranking is produced annually by Financial Planning's data partner, COMPLY, which compiles the list using firms' Form ADV filings with the U.S. Securities and Exchange Commission as of a date specified for each year's edition (for example, May 1, 2025, for the 2025 ranking). Firms are not required to apply, submit data, or pay any fee to be considered; COMPLY screens SEC filings against six eligibility criteria — including that the firm has no registered representatives of a broker-dealer, that at least 50% of its clients are individuals or high-net-worth individuals, that it does not list commissions as a compensation arrangement, and related tests intended to identify fee-only firms — and then ranks all qualifying firms by assets under management. Each year's ranking reflects Moneta's regulatory filings as of December 31 of the prior year.

Moneta did not pay a fee to be considered for or included in this ranking in any year, nor did it pay any fee for licensing rights or article reprints following its recognition.

This ranking is based solely on assets under management among firms meeting Financial Planning's fee-only screening criteria; it does not reflect any assessment of the quality of advice, client service, or investment performance provided by Moneta, and should not be construed as an endorsement of Moneta by Financial Planning, COMPLY, or any client. This ranking is not indicative of Moneta's future performance and is not representative of any one client's experience. Investors should not rely on this ranking alone and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment was made for inclusion.

Financial Planning - Best RIA's to Work For

Publisher - Financial Planning

Total Years: 1 (2025)

2025: Best RIAs to Work For = 40th; dated December 11, 2025

Methodology: Moneta Group Investment Advisors, LLC ("Moneta") was ranked #40 out of 60 firms nationally on Financial Planning's inaugural "Best RIAs to Work For" list, published December 11, 2025.

This ranking was created by Financial Planning in partnership with Best Companies Group, an independent workplace-research firm that manages the registration and survey process, analyzes the data, and determines the final rankings. The ranking is based on a two-part evaluation: an employee survey covering leadership, compensation and benefits, training, communication, workplace environment, and overall satisfaction; and a separate review by Best Companies Group of each firm's policies, practices, benefit structures, and demographic profile. Combined scores from both components determine the final ranking. To be eligible, firms were required to be SEC-registered, maintain a U.S. office, have at least 10 U.S. employees, and have been in business for at least one year. This recognition reflects the opinions of Moneta's employees who completed the survey and does not reflect the experience of Moneta's advisory clients.

Moneta paid a fee to Best Companies Group for administration of the employee survey. Moneta did not pay any fee to Financial Planning or Best Companies Group for its inclusion or selection in the ranking, or for use of the recognition afterward.

This recognition is based solely on internal employee survey feedback and an independent workplace review; it is not based on, and does not reflect, the quality of investment advice, client service, or investment performance provided by Moneta, and should not be construed as a client testimonial or an endorsement of Moneta's advisory services. This recognition is not indicative of Moneta's future performance and is not representative of any client's experience. Investors should not rely on this recognition when evaluating Moneta's advisory services, and are encouraged to conduct their own due diligence, including reviewing Moneta's Form ADV Part 2A and Form CRS, available at www.adviserinfo.sec.gov or upon request.

No payment was made by Moneta for inclusion or selection by Financial Planning.