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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Focus Partners Wealth, LLC vs Moneta Group Investment Advisors, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Focus Partners Wealth, LLC is the larger of the two, with $182B in regulatory assets to $51B at Moneta Group Investment Advisors, LLC, 3.6 times the size of its rival, by their latest Form ADV filings. Focus Partners Wealth, LLC reports more individual clients (61,002 vs 8,840), while Moneta Group Investment Advisors, LLC’s clients hold more on average (about $5.3 million each against $2.6 million). Both are based in St. Louis, Missouri.

FigureFocus Partners Wealth, LLCMoneta Group Investment Advisors, LLC
Regulatory AUM$182B$51B
National rank#7#23
HeadquartersSt. Louis, MissouriSt. Louis, Missouri
Individual clients61,0028,840
High-net-worth clients30,1775,460
Average client assets$2.6 million$5.3 million
Accounts220,58548,410
Discretionary82% of AUM84% of AUM
Employees1,915585
Advisory staff1,025239
Clients per advisory employee6037
Offices11310
Form ADV filed2026-09-292026-03-31

Focus Partners Wealth, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees
  • Other

Moneta Group Investment Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Focus Partners Wealth, LLC or Moneta Group Investment Advisors, LLC?

Focus Partners Wealth, LLC, with $182B in regulatory assets under management against $51B at Moneta Group Investment Advisors, LLC. Nationally they rank #7 and #23 among 5,657 independent wealth management RIAs.

How many clients do Focus Partners Wealth, LLC and Moneta Group Investment Advisors, LLC have?

Focus Partners Wealth, LLC reports 61,002 individual clients (30,177 high-net-worth) with 1,025 advisory employees; Moneta Group Investment Advisors, LLC reports 8,840 (5,460 high-net-worth) with 239 advisory employees.

How do Focus Partners Wealth, LLC and Moneta Group Investment Advisors, LLC charge clients?

Only Focus Partners Wealth, LLC lists performance-based fees; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Focus Partners Wealth, LLC and Moneta Group Investment Advisors, LLC offer?

Focus Partners Wealth, LLC lists portfolio management for investment companies; periodicals or newsletters; other services, which Moneta Group Investment Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; pension consulting; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Focus Partners Wealth, LLC ↗, Moneta Group Investment Advisors, LLC ↗. How to check a financial advisor →