Wealth Manager
    SEC Registered
    Manages Private Funds

    Moneta Group Investment Advisors, LLC

    Registered investment advisor · St. Louis, Missouri · CRD #104727

    Assets Under Management
    $50.5B
    Client Accounts
    48,410
    Employees
    585
    CRD Number
    104727
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Commerce Bank, N.a.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Moneta Group Investment Advisors, LLC

    Moneta Group is an independent, employee-owned Registered Investment Adviser (RIA) firm established in 1869. The firm specializes in personalized wealth management for high-net-worth individuals, families, and institutions, managing over $37.4 billion in client assets. With a strong presence in the US Midwest, Moneta Group emphasizes long-term relationships and holistic financial planning, offering customized strategies to address complex financial challenges. The firm provides a wide range of

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Moneta Group Investment Advisors, LLC

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    Frequently Asked Questions

    What is Moneta Group Investment Advisors, LLC's AUM?

    Moneta Group Investment Advisors, LLC reports approximately $50.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Moneta Group Investment Advisors, LLC headquartered?

    Moneta Group Investment Advisors, LLC is headquartered in St. Louis, Missouri.

    What is Moneta Group Investment Advisors, LLC's CRD number?

    Moneta Group Investment Advisors, LLC's CRD number is 104727. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Moneta Group Investment Advisors, LLC manage?

    Moneta Group Investment Advisors, LLC manages approximately 48,410 client accounts according to its latest SEC filing.

    Is Moneta Group Investment Advisors, LLC SEC registered?

    Yes, Moneta Group Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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