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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Moneta Group Investment Advisors, LLC vs EP Wealth Advisors

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

The short answer

Moneta Group Investment Advisors, LLC is the larger of the two, with $51B in regulatory assets to $45B at EP Wealth Advisors, 12% more than its rival, by their latest Form ADV filings. EP Wealth Advisors reports more individual clients (19,618 vs 8,840), while Moneta Group Investment Advisors, LLC’s clients hold more on average (about $5.3 million each against $2.1 million). Moneta Group Investment Advisors, LLC is based in St. Louis, Missouri and EP Wealth Advisors in Torrance, California.

FigureMoneta Group Investment Advisors, LLCEP Wealth Advisors
Regulatory AUM$51B$45B
National rank#23#25
HeadquartersSt. Louis, MissouriTorrance, California
Individual clients8,84019,618
High-net-worth clients5,4601,589
Average client assets$5.3 million$2.1 million
Accounts48,41020,738
Discretionary84% of AUM99% of AUM
Employees585618
Advisory staff239320
Clients per advisory employee3761
Offices1036
Form ADV filed2026-03-312026-09-17

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

EP Wealth Advisors

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

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

Questions

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

Moneta Group Investment Advisors, LLC, with $51B in regulatory assets under management against $45B at EP Wealth Advisors. Nationally they rank #23 and #25 among 5,657 independent wealth management RIAs.

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

Moneta Group Investment Advisors, LLC reports 8,840 individual clients (5,460 high-net-worth) with 239 advisory employees; EP Wealth Advisors reports 19,618 (1,589 high-net-worth) with 320 advisory employees.

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

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

Moneta Group Investment Advisors, LLC lists portfolio management for pooled investment vehicles; pension consulting, which EP Wealth Advisors does not. EP Wealth Advisors lists other services, which Moneta Group Investment Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; 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: Moneta Group Investment Advisors, LLC ↗, EP Wealth Advisors ↗. How to check a financial advisor →