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About Moneta Group
With roots dating to 1869, Moneta is an independently owned, fee-only wealth management firm based in St. Louis, Missouri. Registered as an investment adviser since 1989, the firm reported approximately $50.54 billion in regulatory assets under management and approximately 585 employees in its 2026 disclosure brochure.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Insurance Analysis
- Family Office Services
- Business Succession Planning
- Retirement Plan Consulting
- Bill Pay and Bookkeeping
More about Moneta Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 104727 | 239 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Moneta Group.