Moneco Advisors
Moneco Advisors is an independent registered investment advisory firm serving high-net-worth individuals, families, and small business owners with integrated wealth planning, investment management, tax, and estate services across eight New England and NYC metro offices.
- Company typePrivate
- Founded1980
- HeadquartersFairfield, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Moneco Advisors does
Moneco Advisors is an independent registered investment advisory (RIA) firm founded in 1980 and headquartered in Fairfield, Connecticut, with eight offices across Connecticut, Massachusetts, New York, and New Jersey. The firm provides wealth planning and investment management, tax and estate strategy, and small-business retirement and fiduciary services to high-net-worth individuals, families, retirees, pre-retirees, and small business owners. It also serves targeted sub-segments including women navigating wealth transitions, rising professionals, and clients facing divorce or family matters. The firm operates a 24-partner ownership model and reports more than 75 team members managing in excess of $3 billion in assets under management.
Moneco runs on a primarily third-party technology stack rather than proprietary infrastructure. It offers the Moneco Client Portal (built on Orion Advisor) for account aggregation, financial plan viewing, and document vaulting, and uses MoneyGuidePro, eMoney, and RightCapital for plan production. Client assets are custodied across multiple independent platforms — LPL Financial, Fidelity, Charles Schwab, and BNY Pershing — supporting fiduciary, conflict-free investment execution. The firm does not offer proprietary investment products. In December 2025 it launched Moneco Tax Services following the acquisition of Lichtenstein Financial and Lichtenstein Tax Consultants, embedding tax preparation, accounting, and consulting under one roof with wealth advisory.
The business model is anchored in recurring AUM-based advisory fees, with additional revenue from financial planning engagements and the newer tax services practice. Pricing is structured around asset levels and planning complexity and is not publicly disclosed. Growth is delivered via a roll-up strategy: advisory teams and partner-level hires are integrated into the firm (four such integrations since December 2025), bringing client books, AUM, and senior talent. Distribution is relationship-led through eight physical offices and supported by thought-leadership content, a weekly newsletter, webinars, community events, and earned-media coverage from awards such as Forbes Top 250 RIAs, USA Today Best Financial Advisory Firms, Newsweek, and the Inc. 5000.
Moneco Advisors firmographics
Firmographics- Name
- Moneco Advisors
- Legal name
- Moneco Advisors, LLC
- Website
- https://monecoadvisors.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Moneco Advisors is an independent registered investment advisory firm serving high-net-worth individuals, families, and small business owners with integrated wealth planning, investment management, tax, and estate services across eight New England and NYC metro offices.
- Ownership category
- akta.pro rank
Moneco Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Moneco Advisors is headquartered
LocationHeadquarters
- HQ city
- Fairfield
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Moneco Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Under Management (AUM) Fees: The firm generates revenue primarily through fees based on assets under management, charging a percentage of total client assets managed. This creates a recurring revenue stream aligned with client outcomes and asset growth.
- Financial Planning and Advisory Fees: Comprehensive financial planning services including retirement planning, estate strategies, tax optimization, and investment management, charged through advisory agreements with clients.
- Tax Consulting Services: In-house tax preparation, accounting, and tax consulting through Moneco Tax Services, providing integrated tax and financial planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory services structured around client asset levels and planning complexity |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Moneco Advisors product offering
Product offeringCore offering
Moneco Advisors is an independent fee-only registered investment advisory (RIA) firm offering integrated financial planning services including wealth management, retirement planning, tax planning, estate strategies, and small business retirement solutions. Founded in 1980 and headquartered in Fairfield, Connecticut, the firm manages more than $3 billion in assets under management across eight offices in New England and the NYC metro area through a 24-partner ownership model. The firm expanded its offering in December 2025 with the launch of Moneco Tax Services following the acquisition of Lichtenstein Financial and Lichtenstein Tax Consultants.
Product overview
Moneco Advisors is a fee-only registered investment advisor offering integrated financial planning services through three core products: Wealth Planning & Investments, Tax Planning & Estate Strategies, and Business Solutions. The firm has expanded its platform through the 2025 acquisition of Lichtenstein Financial, launching Moneco Tax Services for in-house tax preparation and consulting. Clients access their accounts through the Moneco Client Portal (powered by Orion Advisor), with additional financial planning access through Money Guide Pro, eMoney, and Right Capital integrations. The firm manages $3 billion in assets under management across seven offices.
Differentiator
Problem solved
Functional benefit
Brands
- Moneco Tax: In-house tax services including tax preparation, accounting, and tax consulting, launched following the acquisition of Lichtenstein Financial and Lichtenstein Tax Consultants in December 2025.
Products and services
- Wealth Planning & Investments Comprehensive financial planning and investment management services focused on personalized guidance, retirement planning, and wealth accumulation strategies tailored to individual client goals.
- Tax Planning & Estate Strategies Integrated tax-aware financial strategies combined with estate planning coordination to help clients minimize tax burdens and effectively transfer wealth to future generations.
- Business Solutions Retirement plans and education services for small businesses, including fiduciary responsibility management and employee financial well-being support.
- Moneco Tax Services In-house tax preparation, accounting, and tax consulting services launched following acquisition of Lichtenstein Financial, enabling coordinated financial and tax planning.
Quantifiable outcome
- $3 billion+ in assets under management
- +2 more outcomes
Companies that use Moneco Advisors
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles2 records
Moneco Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature2 records
Moneco Advisors partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core.
- Keith Kolinsky / Complete Financial Planning, Inc.coreAdvisory team integration joining Moneco's Westchester office. Keith Kolinsky brings disciplined financial planning approach and joins alongside Byrke Sestok and Bill Brancaccio.
- David J. KarachukcoreStrategic acquisition bringing David Karachuk as Partner with nearly 15 years of advisory experience spanning investment banking, corporate finance, and private equity.
- Lichtenstein FinancialcoreAcquisition creating Moneco Tax, an in-house offering that pairs comprehensive wealth management with full-service tax planning.
- LPL FinancialcorePrimary custodial relationship for client accounts. Securities offered through LPL Financial, Member FINRA/SIPC. LPL is one of the largest independent broker-dealers supporting RIAs.
- Charles SchwabcoreCustodial platform option for client accounts, allowing clients to view balances, transactions, and statements through Schwab.
- Fidelity InvestmentscoreCustodial platform option for client accounts, providing account access through Fidelity's digital platform.
- BNY PershingcoreCustodial platform option for client accounts, offering institutional-level account services.
- Orion AdvisorcoreProvider of the Moneco Client Portal platform for account access, financial plans, and document vault.
- MoneyGuideProcoreFinancial planning software used for comprehensive financial planning and projections for clients not using the Moneco Client Portal.
- eMoneycoreFinancial planning platform for wealth management and financial plan access.
- RightCapitalcoreFinancial planning software platform for client financial plans and account access.
- Tim Tymniak and Joe Tatusko / CFO Capital ManagementcoreAdvisory team integration bringing approximately $250 million in collective assets with 4 advisors joining the Moneco platform.
Scale indicators6 records
Recent moves8 records
Expansion highlights6 records
Moneco Advisors competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: One of the largest independent RIAs in the US, offering comprehensive wealth and tax planning to HNW clients. Comparable in service model and growth trajectory, but significantly larger than Moneco.
- Focus Financial Partners: Wealth Enhancement Group-affiliated RIA consolidator that acquires advisory teams and provides back-office support. Closely comparable to Moneco's inorganic growth strategy but operates at far greater scale with institutional backing.
- Edelman Financial Engines: Large national RIA combining advisor-led and digital delivery across wealth, retirement, and planning services. Comparable in fiduciary positioning and comprehensive planning, but operates at meaningfully larger scale.
- Mariner Wealth Advisors: Large national RIA offering integrated wealth, tax, and estate planning. Comparable in service breadth and integrated offerings, but materially larger in AUM and geographic footprint than Moneco.
Direct peers
- Carson Group: National RIA platform that has scaled aggressively through advisor team integrations and partnership conversions. Closely comparable to Moneco's growth-via-acquisition strategy and partner ownership model.
- Homrich Berg: Atlanta-based fee-only RIA with similar AUM range and integrated wealth, tax, and estate planning services. Comparable in serving HNW individuals and families through a team-based advisor model.
- Altfest Personal Wealth Management: NYC-area independent RIA serving HNW individuals with fee-only, comprehensive financial planning. Closely comparable to Moneco's positioning, size, and fiduciary model in the Northeast market.
- Hightower Advisors: RIA platform built through advisor team integrations with partner equity stakes. Highly comparable to Moneco's roll-up strategy and partnership ownership structure across regional markets.
- Buckingham Strategic Wealth: Fee-only RIA offering integrated wealth management, tax planning, and estate services to HNW individuals. Comparable in fiduciary model, comprehensive planning approach, and partnership-style ownership.
- Sequoia Financial Group: Akron, Ohio-based RIA with comparable AUM scale and integrated wealth management focus. Comparable in offering comprehensive planning, tax coordination, and advisor-team acquisitions across multiple regions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Moneco Advisors social profiles
Digital presenceMoneco Advisors compliance and trust
Trust signalCompliance1 record
Moneco Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Moneco Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Moneco Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Moneco Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Moneco Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Moneco Advisors
What does Moneco Advisors do?
Moneco Advisors is an independent fee-only registered investment advisory (RIA) firm offering integrated financial planning services including wealth management, retirement planning, tax planning, estate strategies, and small business retirement solutions. Founded in 1980 and headquartered in Fairfield, Connecticut, the firm manages more than $3 billion in assets under management across eight offices in New England and the NYC metro area through a 24-partner ownership model. The firm expanded its offering in December 2025 with the launch of Moneco Tax Services following the acquisition of Lichtenstein Financial and Lichtenstein Tax Consultants.
Is Moneco Advisors a public or private company?
Moneco Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Moneco Advisors founded?
Moneco Advisors was founded in 1980. It employs 11 to 50 people.
Where is Moneco Advisors based?
Moneco Advisors is headquartered in Fairfield, United States, in the North America region.
How does Moneco Advisors make money?
Three revenue lines are on record. Asset Under Management (AUM) Fees are the primary driver. The others are financial Planning and Advisory Fees and tax Consulting Services.
Who are Moneco Advisors's main competitors?
Broad incumbents on record are Creative Planning, Focus Financial Partners, Edelman Financial Engines and Mariner Wealth Advisors. Direct peers are Carson Group, Homrich Berg, Altfest Personal Wealth Management, Hightower Advisors, Buckingham Strategic Wealth and Sequoia Financial Group.
Does Moneco Advisors have an API?
No public API is recorded for Moneco Advisors.
What industry is Moneco Advisors in?
Moneco Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.