RIA Intel›Advisers›Missouri›MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

Advisory

N·ST. LOUIS, MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$50.5B

1-Year AUM Growth

+22.3%

3-Year CAGR

+11.0%

Employees

239

Assets Under Management

Total AUM$50.5B

Discretionary AUM$42.6B

Non-Discretionary AUM$8.0B

Discretionary %84.2%

Total Clients8,021

Team

Total Employees239

Investment Advisers585

Employee Growth (1Y)+13.8%

Filing History

Total Filings on Record71

First FilingJan 25, 2001

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 71 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONETA GROUP INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.