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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 SCS Capital Management 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 $49B at SCS Capital Management LLC, 4% more than its rival, by their latest Form ADV filings. Moneta Group Investment Advisors, LLC reports more individual clients (8,840 vs 491), while SCS Capital Management LLC’s clients hold more on average (about $62 million each against $5.3 million). Moneta Group Investment Advisors, LLC is based in St. Louis, Missouri and SCS Capital Management LLC in Boston, Massachusetts.

FigureMoneta Group Investment Advisors, LLCSCS Capital Management LLC
Regulatory AUM$51B$49B
National rank#23#24
HeadquartersSt. Louis, MissouriBoston, Massachusetts
Individual clients8,840491
High-net-worth clients5,460491
Average client assets$5.3 million$62 million
Accounts48,410713
Discretionary84% of AUM87% of AUM
Employees585213
Advisory staff23999
Clients per advisory employee375
Offices1013
Form ADV filed2026-03-312026-07-14

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

SCS 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
  • Fixed fees
  • Performance-based fees
  • Other

Questions

Which is bigger, Moneta Group Investment Advisors, LLC or SCS Capital Management LLC?

Moneta Group Investment Advisors, LLC, with $51B in regulatory assets under management against $49B at SCS Capital Management LLC. Nationally they rank #23 and #24 among 5,657 independent wealth management RIAs.

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

Moneta Group Investment Advisors, LLC reports 8,840 individual clients (5,460 high-net-worth) with 239 advisory employees; SCS Capital Management LLC reports 491 (491 high-net-worth) with 99 advisory employees.

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

Only Moneta Group Investment Advisors, LLC lists hourly charges on Form ADV. Only SCS Capital Management LLC lists performance-based fees; 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 SCS Capital Management LLC offer?

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

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 ↗, SCS Capital Management LLC ↗. How to check a financial advisor →