Moneta Group provides wealth advisory services to clients with complex financial issues. Clients include High Net Worth and Ultra High Net Worth families and individuals, businesses with retirement plans, institutions and the emerging affluent. The firm's primary role is to serve as each client's advocate, helping them negotiate the many complexities encountered in managing their financial affairs. It is a comprehensive financial planning firm - totaling more than $16 billion in assets under management as of December 31, 2016. The 36 partners are owners of the firm. Individual partner teams serve as advisors to their select groups of clients, providing experienced insight across a broad range of financial topics. Moneta is the 7th largest RIA in the country, the largest in Missouri, and is consistently named as one of the best places to work in St. Louis by the St. Louis Business Journal and Post-Dispatch.
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