Moneta Group Investment Advisors, LLC
St. Louis, MO·SEC-registered · CRD #104727
Moneta Group Investment Advisors, LLC is an SEC-registered investment advisory firm in St. Louis, MO managing $51B across 60k client accounts, with 239 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$51B
Client accounts
60k
Advisory staff
239
Fee model
Fee-based
How Moneta Group Investment Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Moneta Group Investment Advisors, LLC
How much does Moneta Group Investment Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Moneta Group Investment Advisors, LLC reports $51B in regulatory assets under management across roughly 60k client accounts.
How does Moneta Group Investment Advisors, LLC charge?
Moneta Group Investment Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Moneta Group Investment Advisors, LLC a fiduciary?
Yes. Moneta Group Investment Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #104727), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Moneta Group Investment Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Moneta Group Investment Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in St. Louis, MO
Profile compiled from Moneta Group Investment Advisors, LLC's public SEC Form ADV filing (CRD #104727, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Moneta Group Investment Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Moneta Group Investment Advisors, LLC? Claim this profile.