Wealth manager, independent · St. Louis, MO
Moneta Group Investment Advisors, LLC
SEC-registered investment adviser · CRD 104727 · SEC 801-34723
At a glance
Moneta Group Investment Advisors, LLC is an SEC-registered investment adviser based in St. Louis, Missouri, with $51B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 8,840 individual clients, 5,460 of them high-net-worth, holding an average of about $5.3 million each, and 585 employees. That ranks it 23rd among the nation’s 5,657 independent wealth management RIAs and 2nd of 92 in Missouri. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Commerce Trust.
Main office 314-726-2300monetagroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $51B
- Rank among independent wealth managers
- #23 of 5,657
- Rank among all SEC RIAs
- #425 of 17,210
- Rank in Missouri
- #2 of 92
- Individual clients
- 8,840
- High-net-worth clients
- 5,460
- Accounts
- 48,410
- Discretionary
- 84% of AUM
- Employees
- 585
- Advisory staff
- 239
- Offices
- 10
Owners and executives on its Form ADV
- Keith J. BowlesPresident/chief Operating Officer
- Eric M. KittnerCEO & Board Chair
- Adam C. KrugerChief Compliance Officer
- Andrew K. KelsenChief Investment Officer
- Amanda C. BarraleChief Platform Officer
- Dan G. ShermanChief Technology Officer
- Bethany A. WilkinsonChief Talent Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Moneta Group Investment Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 5,460 | $45B | 88% |
| Pension and profit sharing plans | 191 | $2.8B | 6% |
| Individuals | 3,380 | $2.1B | 4% |
| Charitable organizations | 66 | $720M | 1% |
| Corporations or other businesses | 66 | $320M | <1% |
Disciplinary disclosures
Moneta Group Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗monetagroup.com ↗
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The full record on Moneta Group Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 89 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Focus Partners Wealth, LLCSt. Louis | $182B | 61,002 |
| Focus Advisor Solutions, LLCSt. Louis | $41B | 33,235 |
| Forvis Mazars Wealth Advisors, LLCSpringfield | $12B | 4,329 |
| Modern Wealth Management, LLCKansas City | $11B | 11,524 |
| Plancorp, LLCSaint Louis | $11B | 2,251 |
| KrilogySt. Louis | $5.2B | 3,061 |
Compare Moneta Group Investment Advisors, LLC with
- Moneta Group Investment Advisors, LLC vs Focus Partners Wealth, LLC $182B · St. Louis, MO
- Moneta Group Investment Advisors, LLC vs MAI Capital Management, LLC $52B · Cleveland, OH
- Moneta Group Investment Advisors, LLC vs CWM, LLC $51B · Omaha, NE
- Moneta Group Investment Advisors, LLC vs SCS Capital Management LLC $49B · Boston, MA
- Moneta Group Investment Advisors, LLC vs EP Wealth Advisors $45B · Torrance, CA
- Moneta Group Investment Advisors, LLC vs Focus Advisor Solutions, LLC $41B · St. Louis, MO
Background
Questions
How much does Moneta Group Investment Advisors, LLC manage?
Moneta Group Investment Advisors, LLC reports $51B in regulatory assets under management across 48,410 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Moneta Group Investment Advisors, LLC have?
It reports 8,840 individual clients: 5,460 high-net-worth individuals and 3,380 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Moneta Group Investment Advisors, LLC headquartered?
Its main office is in St. Louis, Missouri. It reports 10 offices in total and 585 employees, 239 of whom perform investment advisory functions.
How does Moneta Group Investment Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Moneta Group Investment Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Commerce Trust. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($29B); Commerce Trust ($12B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Moneta Group Investment Advisors, LLC a hybrid RIA with a broker-dealer?
Moneta Group Investment Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Moneta Group Investment Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Moneta Group Investment Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Moneta Group Investment Advisors, LLC’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →