Barron’s
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Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different. Barron’s ranked Moneta No. 14 on its list of the “2023 Top 100 RIA Firms,”…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth year in a row (2017-2022) that Barron’s ranked Moneta in the Top 11 of its…
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Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S. For the…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100…
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St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…
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Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of its quality-over-quantity approach in which the client’s experience is much more important than the…
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Diane Compardo named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients.
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For the third year in a row, Barron’s named Moneta Partner Diane Compardo to its annual Top 1,200 Financial Advisors rankings. Compardo’s ranking among other financial advisors in Missouri rose to 3rd, up from 4th…