MONETA GROUP INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 1989

Total AUM

$50.5B

Discretionary

$42.6B

84% of AUM

Avg account

$1M

Accounts

48,410

Employees

585

Advisory reps

253

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 104727
Registered since: June 30, 1989
Website: monetagroup.com
Custodians: CHARLES SCHWAB & CO., INC., COMMERCE BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.29%
Pension & Profit Sharing Plans5.5%
Individuals4.15%
Charitable Organizations1.42%
Corporations / Businesses0.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Moneta Group Investment Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 1989 and operates as a capital allocator to both individual/family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services span financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, pension consulting, selection of outside advisers, and educational seminars. Moneta is not classified as an active ESG investor and it reports using third‑party managers for portions of its alternative allocations. Moneta has been recognized in industry rankings, including placements on Barron’s Top 100 RIA lists (2021 and 2025), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America lists (2023 and 2025).