SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Moneta Group Investment Advisors, LLC
St. Louis, MO
CRD 104727
Firm filing updated March 31, 2026 ·
- $50.5BAssets
- 239Advisory staff
- 48,410Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals5,460
- Individuals3,380
- Pension and profit sharing plans191
- Charities66
- Corporations or other businesses66
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,380 | $2.1 billion |
| High net worth individuals | 5,460 | $44.6 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 191 | $2.8 billion |
| Charitable organizations | 66 | $719.7 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 66 | $320.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$50.5 billion
- Accounts48,410
- Discretionary$42.6 billion · 36,367 accounts
- Non-discretionary$8.0 billion · 12,043 accounts
People
- Employees585
- Advisory staff239
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients8,000
Advisors
165 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 104727, SEC file 801-34723.
- Registered with the SEC as an investment advisor (status date on record: June 30, 1989).
Is Moneta Group Investment Advisors, LLC a fiduciary?
Short answer: Moneta Group Investment Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.