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

257

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, SEC-registered advisory firm that acts as a capital allocator for both individual and institutional clients. The firm provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection and investor education. Moneta charges in multiple ways — percentage of assets under management, hourly fees and fixed fees — and does not position itself as an active ESG investor. The firm has received industry recognition from Barron’s (Top 100 RIA Firms, 2021 and 2025), FA Magazine (Top RIA Firms, 2020) and Citywire (50 Growers Across America, 2023 and 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds58%
State & Local Bonds12%
Cash & Cash Equivalents11%
Exchange Traded Equities6%
Private Funds6%

Owners & executives

3 of 6

Keith Bowles
President and Chief Operating OfficerCRD 2966021
Amanda Barrale
Chief Platform OfficerCRD 7325533
Dan Sherman
Chief Technology OfficerCRD 2248367

Unlock 3 more executives →

Contacts

3 of 251

Peter Racen
PartnerCRD 4089151
Daniel Brown
Senior SpecialistCRD 5000601
Samriti Dhingra
Senior AdvisorCRD 5288550

Unlock 248 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 431

Active vs passive

$11.9B in ETFs

Passive

92%

$11B

Active

3%

$954M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)	Schwab	Passive	Large Blend	$1.1B	38,698,661	9.55%

Unlock additional holdings →

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 190 Carondelet Plz
Time zone: CT (UTC-6)
Office locations

Similar firms

Focus Advisor Solutions, LLC

Saint Louis, MO

AUM $41.5BTEAM 309REPS 48

Ascension Investment Management

Saint Louis, MO

AUM $40.8BTEAM 27REPS 6

Focus Partners Wealth, LLC

Saint Louis, MO

AUM $182BTEAM 1915REPS 1036

Olive Street Investment Advisers, LLC

Saint Louis, MO

AUM $204BTEAM 232REPS 4

ACR Alpine Capital Research, LLC

Saint Louis, MO

AUM $10.8BTEAM 35REPS 11

Plancorp, LLC

Saint Louis, MO

AUM $9.9BTEAM 112REPS 60

More RIAs in Saint Louis →All Missouri RIAs →