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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 Focus Advisor Solutions, LLC

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 $41B at Focus Advisor Solutions, LLC, 22% more than its rival, by their latest Form ADV filings. Focus Advisor Solutions, LLC reports more individual clients (33,235 vs 8,840), while Moneta Group Investment Advisors, LLC’s clients hold more on average (about $5.3 million each against $1.0 million). Both are based in St. Louis, Missouri.

FigureMoneta Group Investment Advisors, LLCFocus Advisor Solutions, LLC
Regulatory AUM$51B$41B
National rank#23#27
HeadquartersSt. Louis, MissouriSt. Louis, Missouri
Individual clients8,84033,235
High-net-worth clients5,4609,302
Average client assets$5.3 million$1.0 million
Accounts48,41091,359
Discretionary84% of AUM56% of AUM
Employees585309
Advisory staff23946
Clients per advisory employee37723
Offices101
Form ADV filed2026-03-312026-08-05

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

Focus Advisor Solutions, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • 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
  • Fixed fees
  • Other

Questions

Which is bigger, Moneta Group Investment Advisors, LLC or Focus Advisor Solutions, LLC?

Moneta Group Investment Advisors, LLC, with $51B in regulatory assets under management against $41B at Focus Advisor Solutions, LLC. Nationally they rank #23 and #27 among 5,657 independent wealth management RIAs.

How many clients do Moneta Group Investment Advisors, LLC and Focus Advisor Solutions, LLC have?

Moneta Group Investment Advisors, LLC reports 8,840 individual clients (5,460 high-net-worth) with 239 advisory employees; Focus Advisor Solutions, LLC reports 33,235 (9,302 high-net-worth) with 46 advisory employees.

How do Moneta Group Investment Advisors, LLC and Focus Advisor Solutions, LLC charge clients?

Only Moneta Group Investment Advisors, LLC lists hourly charges on Form ADV. Only Focus Advisor Solutions, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Moneta Group Investment Advisors, LLC and Focus Advisor Solutions, LLC offer?

Moneta Group Investment Advisors, LLC lists portfolio management for pooled investment vehicles, which Focus Advisor Solutions, LLC does not. Focus Advisor Solutions, 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 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: Moneta Group Investment Advisors, LLC ↗, Focus Advisor Solutions, LLC ↗. How to check a financial advisor →