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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

MAI Capital Management, 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

MAI Capital Management, LLC is the larger of the two, with $52B in regulatory assets to $51B at Moneta Group Investment Advisors, LLC, 3% more than its rival, by their latest Form ADV filings. MAI Capital Management, LLC reports more individual clients (15,740 vs 8,840), while Moneta Group Investment Advisors, LLC’s clients hold more on average (about $5.3 million each against $2.2 million). MAI Capital Management, LLC is based in Cleveland, Ohio and Moneta Group Investment Advisors, LLC in St. Louis, Missouri.

FigureMAI Capital Management, LLCMoneta Group Investment Advisors, LLC
Regulatory AUM$52B$51B
National rank#21#23
HeadquartersCleveland, OhioSt. Louis, Missouri
Individual clients15,7408,840
High-net-worth clients4,9025,460
Average client assets$2.2 million$5.3 million
Accounts48,54748,410
Discretionary68% of AUM84% of AUM
Employees562585
Advisory staff230239
Clients per advisory employee6837
Offices3010
Form ADV filed2026-10-012026-03-31

MAI Capital Management, 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
  • 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, MAI Capital Management, LLC or Moneta Group Investment Advisors, LLC?

MAI Capital Management, LLC, with $52B in regulatory assets under management against $51B at Moneta Group Investment Advisors, LLC. Nationally they rank #21 and #23 among 5,657 independent wealth management RIAs.

How many clients do MAI Capital Management, LLC and Moneta Group Investment Advisors, LLC have?

MAI Capital Management, LLC reports 15,740 individual clients (4,902 high-net-worth) with 230 advisory employees; Moneta Group Investment Advisors, LLC reports 8,840 (5,460 high-net-worth) with 239 advisory employees.

How do MAI Capital Management, LLC and Moneta Group Investment Advisors, LLC charge clients?

Only MAI Capital Management, 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 MAI Capital Management, LLC and Moneta Group Investment Advisors, LLC offer?

MAI Capital Management, LLC lists portfolio management for investment companies; other services, which Moneta Group Investment Advisors, LLC does not. Moneta Group Investment Advisors, LLC lists educational seminars and workshops, which MAI Capital Management, 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.

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: MAI Capital Management, LLC ↗, Moneta Group Investment Advisors, LLC ↗. How to check a financial advisor →