Moneta, ranked by InvestmentNews as the Midwest’s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron’s ranked Moneta No. 4 among the nation’s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement. Learn more at monetagroup.com
View Top Employees from Moneta GroupWebsite | http://www.monetagroup.com |
Revenue | $206.2 million |
Employees | 543 (543 on RocketReach) |
Founded | 1869 |
Address | 100 S Brentwood Blvd, St. Louis, Missouri 63105, US |
Phone | (314) 726-2300 |
Fax | (314) 862-6139 |
Technologies |
JavaScript,
HTML,
PHP
+53 more
(view full list)
|
Industry | Financial Services, Finance General, Banking, Family CFO Services, Finance, Retirement and Education Planning, Lending and Investments, Investment Planning, Consulting, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning |
Web Rank | 4 Million |
Keywords | Financial Advisor, Wealth Management, Employee Benefits, Investment Management Services, Financial Planning, Retirement Planning |
Competitors | Homrich Berg, Ronald Blue Trust, Summit Financial, Tax & Financial Group, Wealth Enhancement Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Moneta Group employee's phone or email?
The Moneta Group annual revenue was $206.2 million in 2024.
Rick Weissinger is the Chief Marketing and Communications Officer of Moneta Group.
543 people are employed at Moneta Group.
Moneta Group is based in St. Louis, Missouri.
The NAICS codes for Moneta Group are [52393, 52, 523, 5239].
The SIC codes for Moneta Group are [628, 62].