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: 9 (2016-2024)
- 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
No payment made for inclusion
Financial Advisor Magazine RIA Rankings
Total Years: 10 (2015-2024)
- 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
No payment made for inclusion
NAPA Top DC Advisor Multi-Office Firms
Total Years: 6 (2020-2024)
- 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/
No payment made for inclusion
USA Today Top Workplaces
Total Years: 4 (2021-2024)
Financial Services "Top Workplace" four consecutive years (2021-2024)
- 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/
Website: https://topworkplaces.com/award/top-workplaces-usa/2024/500-999/
USA Today: https://www.usatoday.com/story/money/2024/03/19/best-places-to-work-2024-employers/72843732007/
Greater St. Louis Top Workplaces
Publisher: St. Louis Post-Dispatch
Total Years: 11 (2014-2024)
- 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/
Website: https://topworkplaces.com/award/stltoday/2024/
St. Louis Post-Dispatch: https://www.stltoday.com/news/local/business/workplaces/
Top Workplaces Culture Excellence Awards
Publisher: Top Workplaces
Top 25% across all similarly sized companies in culture categories evaluated in the survey:
- 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)
- Compensation & Benefits (2021-2023)
- Leadership (2022-2023)
- Purpose & Values (2021-2023)
- Work-Life Flexibility (2022-2023)
- 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/
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;
- 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
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;
No payment made for inclusion
Corporate Philanthropy Awards
Publisher: St. Louis Business Journal
Total Years: 4 (2022-2025)
- 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.
No payment made for inclusion