How we’re different.

firm Stats Q4 2023

You can have both the personalized attention you deserve and be backed by a large firm’s resources and security.

We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on strategies and solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.

Ranked in the Top 10 by Barron’s

Ranked in the top 10 in the nation among independent registered investment advisors by Barron’s for five years in a row (2017-2021) for our combination of quality and scale.

100% Partner-owned and Independent

repitition is no coincidence

1989:  Moneta’s conversion to a Registered Investment Advisor (RIA) marked an official declaration to act as a fiduciary.

2019: Moneta’s 30th Anniversary as an RIA and 150th year of staying true to their mission of “empowering people to navigate life’s path and protect what they cherish.” We can trace Moneta’s roots back to 1869 as Home Life Insurance Company. Even in this earliest iteration of our existence, every business decision was made considering clients’ needs first.

© 2024, Moneta Group Investment Advisors, LLC an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.  All rights reserved. Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022 based on ADV data provided to BN for time period ending Dec. 31, 2021; Sept. 20, 2021 ranking based on ADV data provided to BN for time period ending Dec. 31, 2020; Sept. 11, 2020 ranking based on ADV data provided to BN for time period ending Dec. 31, 2019; Sept. 13, 2019 ranking based on ADV data provided to BN for time period ending Dec. 31, 2018; Sept. 14, 2018 ranking based on ADV data provided to BN for time period ending Dec. 31, 2017; Sept. 15, 2017 ranking based on ADV data provided to BN for time period ending Dec. 31, 2016; Aug. 27, 2016 ranking based on ADV data provided to BN for time period ending Dec. 31, 2015.