Moneco Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfield, CT. Its latest Form ADV filing, dated April 23, 2026, reports $2.3B in regulatory assets under management, 66 employees, 6 offices, and 6,443 accounts.
Assets Under Management
$2.3B
Employees
66
Offices
6 offices
Total Clients
2,812
Primary office
FAIRFIELD, CT
2150 POST ROAD, SUITE 201, FAIRFIELD, CT, United States
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
2,019
2
HNWI
27.1%
762
3
Charitable
0.5%
15
4
Corporations
0.3%
9
5
Pension Plans
0.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of April 23, 2026
Discretionary99.1%
$2.3B
99% of total RAUM99.1%
Non-discretionary0.9%
$21M
1% of total RAUM0.9%
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.
Total AUM$2.3B
Total Accounts6,443
10Y AUM Change+$2.0B (+854.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees66
Clients per Employee43:1
10Y Employee Change+57 (+633.3%)
* 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.