Moneta Group Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$50.5B
Employees
585
Offices
9 offices
Total Clients
9,163
Primary office
ST. LOUIS, MO
190 CARONDELET PLAZA, SUITE 1200, ST. LOUIS, MO, United States
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
5,460
2
Individuals
36.9%
3,380
3
Pension Plans
2.1%
191
4
Charitable
0.7%
66
5
Corporations
0.7%
66
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$50.5Bas of March 31, 2026
Discretionary84.2%
$42.6B
84% of total RAUM84.2%
Non-discretionary15.8%
$8.0B
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$50.5B
Total Accounts48,410
10Y AUM Change+$34.3B (+212.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees585
Clients per Employee16:1
10Y Employee Change+310 (+112.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.