What Moneta Group does

Moneta Group Investment Advisors, LLC is a fee-only, partner-owned Registered Investment Advisor headquartered in St. Louis, Missouri. Founded in 1869, the firm manages $50.54 billion in assets under management as of December 31, 2025, up from $14.5 billion at year-end 2015, serving more than 8,000 families and institutions across ten U.S. office locations with approximately 600 employees, including more than 100 advisors and a 150+ member Enterprise Service Team. The firm operates under an SEC-registered fiduciary model with 65 partner-owners as of January 2026.

Moneta delivers comprehensive wealth management through dedicated advisor teams, spanning investment management, tax planning, estate planning, philanthropic advisory, family office services (Moneta Family Office), and corporate trustee services (Moneta Trust). Its technology stack centers on the Moneta Central client portal, which supports real-time advisor communication, secure document access and e-signatures, and personalized content, layered on the Orion Portal platform. The firm also maintains in-house bond trading and portfolio management capabilities. Marketing and client engagement are supported by an Insights & News content platform, an educational Director of Family Learning function, and the Moneta Charitable Foundation, which has contributed over $5.6 million to more than 550 nonprofits since 1999.

Revenue is generated almost entirely through recurring, AUM-based advisory fees under a fee-only fiduciary model, with no commission-based product sales. Distribution is high-touch and advisor-led across in-person, virtual, phone, and text channels, supplemented by a website-based advisor matching tool. The firm serves diversified HNW segments including entrepreneurs, corporate executives, multi-generational families, athletes and entertainers, and institutional retirement plans, with national expansion supported by acquisitions (e.g., Juniper Wealth Advisors from Wells Fargo in 2024), team recruiting, and a 2026 leadership slate focused on strategic growth and organic advisor acquisition.

Name

Moneta Group

Legal name

Moneta Group Investment Advisors, LLC

Website

https://monetagroup.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

251–500 employees

Short description

Moneta Group is a fee-only, partner-owned Registered Investment Advisor managing $50.54B AUM for 8,000+ families and institutions across 10 U.S. offices, delivering integrated investment, tax, estate, and philanthropic advisory services through 100+ advisors.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Tax-Focused Wealth Management RIAs (FSAAACAD), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Asset management

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. AUM-Based Advisory Fees: Moneta operates as a fee-only Registered Investment Advisor, generating revenue primarily through fees based on assets under management (AUM). The firm is a fiduciary, earning solely from client fees to ensure unbiased and objective investment advice.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Moneta Group is a fee-only, fiduciary Registered Investment Advisor that delivers comprehensive wealth management to high-net-worth individuals, families, and institutions through 100+ dedicated advisors across 10 U.S. offices. Core deliverables combine investment management, tax planning, estate planning, philanthropic advisory, and trust services into a single advisor relationship, supported by in-house bond trading, internal portfolio management, and a digital client portal (Moneta Central).

Product overview

Moneta Group Investment Advisors is a fee-only, partner-owned Registered Investment Advisor offering a unified wealth management platform. The core offering combines Moneta Central (client portal), investment management, tax planning, estate planning, and philanthropy services through dedicated advisors. The company serves individuals, institutions, and ultra-high-net-worth families through specialized service lines including Family Office Services and Moneta Trust Services. Services are delivered through approximately 150+ advisors across 10 office locations, with assets under management of $50.54 billion.

Differentiator

Problem solved

Functional benefit

Brands

• Moneta Family Office: Purpose-built family office services for families with exceptional wealth, including entrepreneurs, business leaders, athletes, entertainers, multi-generational families, and inherited wealth clients.
• Moneta Trust
• Moneta Charitable Foundation (MCF)
• Moneta Central

Products and services

• Services for Individuals Comprehensive wealth management for individuals and families including investment management, tax planning, estate planning, life transition planning, asset protection, and philanthropy services, delivered by dedicated Moneta advisors.
• Services for Institutions Fiduciary oversight and investment solutions for institutional clients, including group retirement plan management, investment selection, fiduciary support, and cost management services.
• Family Office Services Purpose-built family office services delivered through the wholly-owned Moneta Family Office subsidiary, including portfolio management, family lifestyle services, and estate and legacy planning for entrepreneurs, business leaders, athletes, entertainers, multi-generational families, and inherited wealth clients.
• Moneta Trust Services Corporate trustee and trust administration services delivered through the wholly-owned Moneta Trust subsidiary, providing fiduciary estate management, trust distribution, and wealth transfer plan execution for both liquid and illiquid assets.
• Philanthropy Services Strategic charitable giving advisory, including donor-advised funds, family foundations, charitable bequests, and trust-based, inclusive, and equitable grant-making guidance, led by Moneta's Chief Philanthropy Officer.

Quantifiable outcome

• Nearly tripled AUM from $14.5 billion to $50.54 billion over the past decade
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators9 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: Large, partner-influenced RIA offering comprehensive wealth planning, tax, estate, and family office services to HNW and UHNW clients nationally; highly comparable to Moneta in scale, fee-only fiduciary model, and acquisition-driven growth strategy.
• Hightower Advisors: Partner-owned RIA platform serving HNW clients with wealth management, planning, and trust services; competes directly with Moneta for breakaway wirehouse advisors and has a similar partnership/governance structure.
• Focus Financial Partners: Leading RIA consolidator that acquires partner-owned wealth management firms; directly comparable as both a competitor for advisor recruitment and a potential exit/scale template Moneta's model mirrors.
• Creative Planning: Large fee-only RIA with comprehensive wealth management, tax, estate, and family office offerings; comparable in scale and service breadth, with similar partner-style culture and national expansion.
• Cresset Capital Management: Family-office-oriented RIA providing integrated investment, tax, estate, and philanthropic planning to UHNW families; highly comparable to Moneta Family Office's service model.
• Sequoia Financial Group: Large national RIA offering comprehensive wealth management, tax, and retirement plan services; comparable in scale, AUM-based fee model, and institutional/HNW segment focus.
• Cerity Partners: Large, partner-influenced RIA providing tax-led wealth management, executive financial planning, and family office services; highly comparable in service breadth and HNW/UHNW target market.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the US with a strong retirement-plan and mass-affluent focus; comparable in overall scale but with greater institutional and workplace-channel weight than Moneta.
• Goldman Sachs Personal Financial Management (Ayco): Goldman Sachs-owned wealth advisor with executive compensation, tax, and family office services; broader institutional parent but directly comparable on service mix for executives and UHNW clients.
• Charles Schwab Wealth Management: Wirehouse-affiliated wealth advisory with national footprint and advisor recruiting; competes with Moneta for breakaway talent and offers an alternative RIA custody and platform model.

Market position

Strengths5 records

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/monetagroup
• Facebookfacebook.com/monetagroupfamilycfo
• LinkedInlinkedin.com/company/moneta-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moneta Group