DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Moneta Group Investment Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Apr 2, 2012 · 45 filings
SEC status approved since Jun 30, 1989
RAUM
$51B
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
92%
$47B individuals and HNW
Advisors
255
registered through the firm on IAPD
RAUM per advisor
$198M
derived; firm RAUM over IAPD count
Employees
585
239 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$51B as of Mar 31, 2026
Apr 2, 2012$11B then
HNW client RAUM$45B as of Mar 31, 2026
Mar 26, 2018$15B then
State-registered IARs (5.B.3)239 as of Mar 31, 2026
Apr 22, 201375 then
Employees (5.A)585 as of Mar 31, 2026
Apr 22, 2013205 then
Private funds: no history
RAUM +18% over the last fiscal year+18% a year over threeIARs 220 to 239offices 6 to 9
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $198MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.2MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 6.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 25.5derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +8.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 8,000reportedItem 5.H
- Custody
- $25B, 4,928 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$45B88%
- Pension and profit-sharing plans$2.8B5.5%
- Individuals$2.1B4.1%
- Charitable organizations$720M1.4%
- Corporations and businesses$320M0.6%
- Individual clients
- 3,380reported
- HNW clients
- 5,460reported
- Pension plan clients
- 191reported
- Charitable clients
- 66reported
- Accounts
- 48,410reported
- Financial planning clients
- 8,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $25B for 4,928 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
255 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Patrick Clinton Duff | St. Louis, Mo | Jun 26, 1996 | 32 y | 0 |
| Douglas Jay WeberPersonal Financial Specialist | St. Louis, Mo | Jul 28, 1997 | 29 y | 0 |
| Michael Vincent JohnsonPersonal Financial Specialist | St. Louis, Mo | Feb 25, 1998 | 33 y | 0 |
| Steven Logan FinertyCertified Financial Planner | St. Louis, Mo | Nov 13, 1998 | 40 y | 0 |
| Richard Gustav Gast | St. Louis, Mo | May 6, 2002 | 24 y | 0 |
| Timothy John HallsCertified Financial Planner, Chartered Financial Analyst | St. Louis, Mo | May 6, 2002 | 24 y | 0 |
| Daniel Allen WestCertified Financial Planner | Longboat Key, Fl | Jul 15, 2002 | 34 y | 0 |
| David SadlerCertified Financial Planner, Personal Financial Specialist | St. Louis, Mo | Jul 15, 2002 | 33 y | 0 |
| Donald Thomas KuklaCertified Financial Planner, Personal Financial Specialist | St. Louis, Mo | Jul 15, 2002 | 37 y | 0 |
| Nancy Boos GeorgenChartered Financial Consultant | St. Louis, Mo | Jul 15, 2002 | 40 y | 0 |
| Linda Kay PietroburgoCertified Financial Planner | St. Louis, Mo | Jul 15, 2002 | 25 y | 0 |
| Allan Glasgow CurtisCertified Financial Planner | St. Louis, Mo | Jul 15, 2002 | 36 y | 0 |
| Mark Dean HeffernanCertified Financial Planner, Personal Financial Specialist | St. Louis, Mo | Jan 21, 2003 | 32 y | 0 |
| Bradford William KoenemanCertified Financial Planner | Naples, Fl | Dec 4, 2003 | 38 y | 0 |
| Diane Rene CompardoCertified Financial Planner, Personal Financial Specialist | St. Louis, Mo | Jul 27, 2004 | 29 y | 0 |
| Eric Michael KittnerCertified Financial Planner | St. Louis, Mo | Jul 27, 2004 | 22 y | 0 |
| Kara Leigh HarmonCertified Financial Planner | St. Louis, Mo | Jul 27, 2004 | 24 y | 0 |
| Robert Lee HehmeyerCertified Financial Planner | St. Louis, Mo | Jan 23, 2007 | 20 y | 0 |
| Ryan David MartinCertified Financial Planner | St. Louis, Mo | Apr 12, 2007 | 25 y | 2 |
| David C CurtisCertified Financial Planner | St. Louis, Mo | Aug 2, 2007 | 22 y | 0 |
| Matthew D. RingCertified Financial Planner | St. Louis, Mo | Aug 2, 2007 | 23 y | 0 |
| Anthony Robert DornCertified Financial Planner | St. Louis, Mo | Aug 2, 2007 | 25 y | 0 |
| Billy David DickensCertified Financial Planner | St. Louis, Mo | Oct 4, 2007 | 10 y | 0 |
| Patrick Joseph McginnisCertified Financial Planner, Chartered Financial Analyst | St. Louis, Mo | Oct 4, 2007 | 22 y | 0 |
| James Albert MealeyCertified Financial Planner | St. Louis, Mo | Nov 29, 2007 | 22 y | 0 |
| Kelli Anne JonesCertified Financial Planner | Jefferson City, Mo | Jan 8, 2008 | 24 y | 1 |
| Brooke Ann HunadyCertified Financial Planner | St. Louis, Mo | Jan 7, 2009 | 10 y | 0 |
| Gene Michael DiederichCertified Financial Planner | St. Louis, Mo | May 15, 2009 | 42 y | 2 |
| Megan Nangle Riley | St. Louis, Mo | Aug 10, 2010 | 26 y | 0 |
| Nicole Lynn BaileyCertified Financial Planner | St. Louis, Mo | Sep 21, 2010 | 15 y | 0 |
| Michael Thomas CarpenterCertified Financial Planner | St. Louis, Mo | Oct 8, 2010 | 15 y | 0 |
| Farah L WinklerCertified Financial Planner | St. Louis, Mo | Oct 14, 2010 | 21 y | 0 |
| John S. Steffens | St. Louis, Mo | Nov 1, 2010 | 23 y | 0 |
| Laura Anne HesselCertified Financial Planner | St. Louis, Mo | Dec 10, 2010 | 10 y | 0 |
| Julie Thomas SwardCertified Financial Planner | St. Louis, Mo | Jan 14, 2011 | 24 y | 2 |
| Kenneth Jake WinegradCertified Financial Planner | St. Louis, Mo | Jul 12, 2011 | 15 y | 0 |
| Bradlee Cottrell JacobsCertified Financial Planner | St. Louis, Mo | Nov 23, 2011 | 15 y | 0 |
| Ronald Gerard Wienstroer | St. Louis, Mo | Dec 5, 2011 | 14 y | 0 |
| Hunter Rombauer BrownCertified Financial Planner | St. Louis, Mo | Jan 18, 2012 | 14 y | 0 |
| Jeffrey Travis WistCertified Financial Planner | St. Louis, Mo | Jan 31, 2012 | 14 y | 0 |
Advisor movement
10 left, 18 joined in 12 months
net +8 in 12 months2 left in 90 days4 joined in 90 daysdeparture rate 3.9% of current headcount26 left over 36 months
Left, latest
- Richard J Bettger to Edward JonesSep 3, 2026 · RIA to affiliated broker-dealer or bank
- Robert Anthony Schafer to OnedigitalJun 22, 2026 · Other
- Jackson James Wegner to Sequoia Financial Group, L.L.C.Jun 2, 2026 · RIA to RIA
- Richard Patrick Mcdonald to Benjamin F. Edwards & Company, IncorporatedMay 11, 2026 · RIA to affiliated broker-dealer or bank
- Kaleb Stuart Doyle to Brand Asset Management Group, Inc.Feb 13, 2026 · RIA to RIA
- Geneen Marie Von Kloha to KrilogyJan 2, 2026 · RIA to RIA
- Sarah Rae Meyer to KrilogyNov 14, 2025 · RIA to RIA
- Andrew Louis Bouquet to KrilogyNov 6, 2025 · RIA to RIA
- Jack Andrew Brooks to Ieq Capital, LLCOct 10, 2025 · RIA to RIA
- Brian Patrick Riggs to Plancorp, LLCOct 7, 2025 · RIA to RIA
- Stacey Lynn Mannebach to Plancorp, LLCSep 8, 2025 · RIA to RIA
- Parshad Kirpal Singh to Centura Wealth AdvisorySep 5, 2025 · RIA to RIA
- Katherine Jane Gillette to The Ameriflex GroupJul 16, 2025 · RIA to affiliated broker-dealer or bank
- Mark J Webster to Edward JonesMay 30, 2025 · RIA to affiliated broker-dealer or bank
- Brandon Bineau to Owl Creek Wealth PartnersMay 30, 2025 · RIA to RIA
Joined, latest
- Stephanie Bridget Ritter from Edward JonesSep 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Daniel Brown from Stifel, Nicolaus & Company, IncorporatedAug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Andrey Vladimirovich Rudomiotov from Focus Partners Wealth, LLCJul 28, 2026 · RIA to RIA
- Matthew Herman from Bbr Partners, LLCJun 25, 2026 · RIA to RIA
- Matthew Robert Foster from Innovest Portfolio Solutions LLCJun 5, 2026 · Other
- Tyler Michael Joern from Alliancebernstein L.P.May 20, 2026 · Other
- Geoffrey Taylor Bowers from Strategic Advisers LLCMay 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Katherine Leigh Jochum from Wells Fargo AdvisorsMay 7, 2026 · Wirehouse to independent RIA
- Patrick Higgins from Stifel, Nicolaus & Company, IncorporatedApr 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jacob Anthony Stewart from Focus Partners Wealth, LLCApr 1, 2026 · RIA to RIA
- Derek M Wagner from Edward JonesMar 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Reagan from M Holdings Securities, Inc.Mar 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- Trent M Grass from Raymond James & Associates, Inc.Feb 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kristina Marie Ashworth from Cetera Planning PartnersFeb 2, 2026 · RIA to RIA
- Brian Stephen Page from Buckingham Strategic Wealth, LLCJan 16, 2026 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for KrilogyNov 6, 2025 · St Louis, Mo
- 2 left for Edward JonesMay 27, 2025 · St Louis, Mo
- 2 left for Adviceperiod, LLCJan 16, 2018 · St Louis, Mo
- 2 left for Clayton Financial Group, LLCAug 31, 2016 · St Louis, Mo
- 2 left for Clayton Financial Group, LLCJul 31, 2015 · Chesterfield, Mo
- 2 left for Clayton Financial Group, LLCJul 16, 2015 · St Louis, Mo
- 3 left for Mariner Wealth AdvisorsJun 30, 2015 · St Louis, Mo
- 5 joined from Lane Hipple - Wealth Management GroupDec 31, 2025 · Moorestown, Nj · Firm absorbed
- 3 joined from Aveo Capital Partners, LLCOct 1, 2025 · Englewood, Co
- 2 joined from Wells Fargo AdvisorsMar 12, 2024 · Boulder, Co
- 2 joined from Iwp Wealth - Private Client AdvisorsMar 31, 2023 · Denver, Co
- 3 joined from The Berry GroupFeb 12, 2021 · Worcester, Ma · Firm absorbed
- 2 joined from Dunston Financial Group, LLCNov 1, 2019 · Denver, Co
- 2 joined from Edward JonesFeb 28, 2019 · St Louis, Mo
- 2 joined from Rfg Advisory, LLCJun 29, 2018 · Creve Coeur, Mo
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Claire Amanda Barrale · Chief Platform Officer Officercontrolsince 10/2021 · owns less than 5%
- John Keith Bowles · President/Chief Operating Officercontrolsince 01/2017 · owns less than 5%
- Claire Aoifinn Devitt · Chief Global Market Strategistcontrolsince 02/2024 · owns less than 5%
- Kristian Andrew Kelsen · Chief Investment Officercontrolsince 02/2024 · owns less than 5%
- Michael Eric Kittner · Ceo & Board Chair Officercontrolsince 01/2018 · owns less than 5%
- Charles Adam Kruger · Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- Ann Bethany Wilkinson · Chief Talent Officercontrolsince 01/2021 · owns less than 5%
- Lynn Nicole Bailey · Board Membercontrolsince 12/2022 · owns F of Moneta Group, LLC
- John Keith Bowles · Board Membercontrolsince 01/2023 · owns F of Moneta Group, LLC
- Thomas Michael Carpenter · Board Membercontrolsince 01/2022 · owns F of Moneta Group, LLC
- William Logan Finerty · Board Membercontrolsince 01/2021 · owns F of Moneta Group, LLC
- William Travis Freeman · Ad Hoc Board Membercontrolsince 12/2022 · owns F of Moneta Group, LLC
- John Timothy Halls · Board Membercontrolsince 01/2024 · owns F of Moneta Group, LLC
- Leigh Kara Harmon · Board Membercontrolsince 01/2021 · owns F of Moneta Group, LLC
- Michael Eric Kittner · Board Membercontrolsince 01/2016 · owns F of Moneta Group, LLC
- David Michael Machnowski · Board Membercontrolsince 01/2022 · owns F of Moneta Group, LLC
- Joseph Patrick Mcginnis · Board Membercontrolsince 01/2017 · owns F of Moneta Group, LLC
- Coleman Joseph Sheehan · Board Membercontrolsince 01/2019 · owns F of Moneta Group, LLC
- Jake Kenneth Winegrad · Board Membercontrolsince 01/2021 · owns F of Moneta Group, LLC
Entity owners
- Moneta Group, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Argent Capital Management LLCinvestment advisernRAUM $4.0B
- Moneta Trustn
Advisers that list Moneta Group Investment Advisors, LLC as a related person
- 107930 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 255 | 36 | 10 | 1 | |
| Denver, Co | 13 | 1 | 0 | ||
| Mission Woods, Ks | 11 | 3 | 0 | ||
| Worcester, Ma | 8 | 0 | 0 | ||
| Chicago, Il | 8 | 1 | 0 | ||
| Moorestown, Nj | 6 | 1 | 0 | ||
| Greenwood Village, Co | 3 | 1 | 0 | ||
| Boulder, Co | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Denver, CO7 employees
- Chicago, IL3 employees
- Mission Woods, KS3 employees
- Worcester, MA3 employees
ADV anomalies
15 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026BARRALE, AMANDA, CLAIRE (CHIEF PLATFORM OFFICER OFFICER) appeared on Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026Wilkinson, Bethany, Ann (CHIEF TALENT OFFICER) appeared on Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026MACHNOWSKI, MICHAEL, DAVID (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026DEVITT, AOIFINN, CLAIRE (CHIEF GLOBAL MARKET STRATEGIST) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026HARMON, KARA, LEIGH (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026HALLS, TIMOTHY, JOHN (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026MCGINNIS, PATRICK, JOSEPH (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026FREEMAN, TRAVIS, WILLIAM (AD HOC BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026FINERTY, LOGAN, WILLIAM (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026SHEEHAN, JOSEPH, COLEMAN (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026BAILEY, NICOLE, LYNN (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026CARPENTER, MICHAEL, THOMAS (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026WINEGRAD, KENNETH, JAKE (BOARD MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026KRUGER, ADAM, CHARLES (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +2.0% (54 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $20B and over (54) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 44,504 to 48,410Nov 26, 2025 to Mar 31, 2026
- Advisory employees · 220 to 239Nov 26, 2025 to Mar 31, 2026
- Charity clients · 65 to 66Nov 26, 2025 to Mar 31, 2026
- Corporate clients · 58 to 66Nov 26, 2025 to Mar 31, 2026
- HNW clients · 4,976 to 5,460Nov 26, 2025 to Mar 31, 2026
- Individual clients · 2,686 to 3,380Nov 26, 2025 to Mar 31, 2026
- Pension plan clients · 236 to 191Nov 26, 2025 to Mar 31, 2026
- Assets in custody · $21B to $25BNov 26, 2025 to Mar 31, 2026
- Employees · 538 to 585Nov 26, 2025 to Mar 31, 2026
- Insurance-licensed employees · 2 to 0Nov 26, 2025 to Mar 31, 2026
- State-registered IARs · 220 to 239Nov 26, 2025 to Mar 31, 2026
- Other offices · 8 to 9Nov 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $35B to $43BNov 26, 2025 to Mar 31, 2026
- HNW RAUM · $36B to $45BNov 26, 2025 to Mar 31, 2026
- Individual RAUM · $1.3B to $2.1BNov 26, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $7.7B to $8.0BNov 26, 2025 to Mar 31, 2026
- Pension RAUM · $4.5B to $2.8BNov 26, 2025 to Mar 31, 2026
- RAUM · $43B to $51BNov 26, 2025 to Mar 31, 2026
- Other offices · 6 to 8May 21, 2025 to Nov 26, 2025
- Financial planning clients · More than 500 to More than 500Apr 1, 2025 to May 21, 2025
- Accounts · 40,790 to 44,504Jun 7, 2024 to Apr 1, 2025
- Advisory employees · 214 to 220Jun 7, 2024 to Apr 1, 2025
- Charity clients · 62 to 65Jun 7, 2024 to Apr 1, 2025
- Corporate clients · 48 to 58Jun 7, 2024 to Apr 1, 2025
- HNW clients · 4,485 to 4,976Jun 7, 2024 to Apr 1, 2025
- Individual clients · 2,565 to 2,686Jun 7, 2024 to Apr 1, 2025
- Pension plan clients · 224 to 236Jun 7, 2024 to Apr 1, 2025
- Assets in custody · $15B to $21BJun 7, 2024 to Apr 1, 2025
- Employees · 501 to 538Jun 7, 2024 to Apr 1, 2025
- State-registered IARs · 214 to 220Jun 7, 2024 to Apr 1, 2025
- Other offices · 4 to 6Jun 7, 2024 to Apr 1, 2025
- Discretionary RAUM · $28B to $35BJun 7, 2024 to Apr 1, 2025
- HNW RAUM · $32B to $36BJun 7, 2024 to Apr 1, 2025
- Individual RAUM · $1.4B to $1.3BJun 7, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $9.1B to $7.7BJun 7, 2024 to Apr 1, 2025
- Pension RAUM · $3.8B to $4.5BJun 7, 2024 to Apr 1, 2025
- RAUM · $37B to $43BJun 7, 2024 to Apr 1, 2025
- Accounts · 37,339 to 40,790Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 188 to 214Mar 31, 2023 to Mar 28, 2024
- Charity clients · 65 to 62Mar 31, 2023 to Mar 28, 2024
Signals
60 dated events
- Richard J Bettger left Moneta Group Investment Advisors, Llc for Edward Jones (registered 2026-09-08)Sep 3, 2026 · Advisor changed firm · fact
- Robert Anthony Schafer left Moneta Group Investment Advisors, Llc for Onedigital (registered 2026-06-22)Jun 22, 2026 · Advisor changed firm · fact
- Jackson James Wegner left Moneta Group Investment Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2026-06-18)Jun 2, 2026 · Advisor changed firm · fact
- Richard Patrick Mcdonald left Moneta Group Investment Advisors, Llc for Benjamin F. Edwards & Company, Incorporated (registered 2026-05-18)May 11, 2026 · Advisor changed firm · fact
- Kaleb Stuart Doyle left Moneta Group Investment Advisors, Llc for Brand Asset Management Group, Inc. (registered 2026-02-13)Feb 13, 2026 · Advisor changed firm · fact
- Geneen Marie Von Kloha left Moneta Group Investment Advisors, Llc for Krilogy (registered 2026-02-17)Jan 2, 2026 · Advisor changed firm · fact
- Lane Hipple - Wealth Management Group's advisors moved to Moneta Group Investment Advisors, LLC (Moorestown, NJ): 5 of 5 registered, on the same dayDec 31, 2025 · Firm absorbed (people side) · derived
- Sarah Rae Meyer left Moneta Group Investment Advisors, Llc for Krilogy (registered 2025-11-13)Nov 14, 2025 · Advisor changed firm · fact
- 2 advisors left Moneta Group Investment Advisors, LLC (ST Louis, MO) for Krilogy within 8 daysNov 6, 2025 · Team lift-out · derived
- Andrew Louis Bouquet left Moneta Group Investment Advisors, Llc for Krilogy (registered 2025-11-05)Nov 6, 2025 · Advisor changed firm · fact
- Jack Andrew Brooks left Moneta Group Investment Advisors, Llc for Ieq Capital, Llc (registered 2025-10-30)Oct 10, 2025 · Advisor changed firm · fact
- Brian Patrick Riggs left Moneta Group Investment Advisors, Llc for Plancorp, Llc (registered 2025-10-15)Oct 7, 2025 · Advisor changed firm · fact
- 3 advisors left Aveo Capital Partners, LLC (Englewood, CO) for Moneta Group Investment Advisors, LLC on the same dayOct 1, 2025 · Team lift-out · derived
- Stacey Lynn Mannebach left Moneta Group Investment Advisors, Llc for Plancorp, Llc (registered 2025-11-13)Sep 8, 2025 · Advisor changed firm · fact
- Parshad Kirpal Singh left Moneta Group Investment Advisors, Llc for Centura Wealth Advisory (registered 2025-11-24)Sep 5, 2025 · Advisor changed firm · fact
- Katherine Jane Gillette left Moneta Group Investment Advisors, Llc for The Ameriflex Group (registered 2025-08-19)Jul 16, 2025 · Advisor changed firm · fact
- Mark J Webster left Moneta Group Investment Advisors, Llc for Edward Jones (registered 2025-11-21)May 30, 2025 · Advisor changed firm · fact
- Brandon Bineau left Moneta Group Investment Advisors, Llc for Owl Creek Wealth Partners (registered 2025-06-30)May 30, 2025 · Advisor changed firm · fact
- Gerald T Plowman left Moneta Group Investment Advisors, Llc for Edward Jones (registered 2026-04-28)May 27, 2025 · Advisor changed firm · fact
- 2 advisors left Moneta Group Investment Advisors, LLC (ST Louis, MO) for Edward Jones within 3 daysMay 27, 2025 · Team lift-out · derived
- Richard David Armstrong left Moneta Group Investment Advisors, Llc for Faith Investor Services (registered 2025-04-23)Mar 10, 2025 · Advisor changed firm · fact
- David T Wickenhauser left Moneta Group Investment Advisors, Llc for Edward Jones (registered 2025-02-18)Dec 17, 2024 · Advisor changed firm · fact
- Jacob Christopher Neiner left Moneta Group Investment Advisors, Llc for Focus Partners Wealth, Llc (registered 2025-03-13)Nov 22, 2024 · Advisor changed firm · fact
- Justin H Volkmar left Moneta Group Investment Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-02-10)Aug 30, 2024 · Advisor changed firm · fact
- Logan Dean Reno left Moneta Group Investment Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2024-05-22)Jul 2, 2024 · Advisor changed firm · fact
- Andrew Christopher Phipps left Moneta Group Investment Advisors, Llc for Detalus Advisors, Llc (registered 2024-07-01)May 30, 2024 · Advisor changed firm · fact
- Timothy Nielsen left Moneta Group Investment Advisors, Llc for Thrivent Investment Management Inc. (registered 2024-04-29)Apr 25, 2024 · Advisor changed firm · fact
- Melissa Boyer left Moneta Group Investment Advisors, Llc for Hightower Advisors, Llc (registered 2024-05-28)Apr 19, 2024 · Advisor changed firm · fact
- Kristian Andrew Kelsen (Chief Investment Officer) appeared on Schedule A of Moneta Group Investment Advisors, LlcMar 28, 2024 · Control person joined · fact
- John Timothy Halls (Board Member) appeared on Schedule A of Moneta Group Investment Advisors, LlcMar 28, 2024 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Moneta Group Investment Advisors, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/moneta-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- monetastl.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-726-2300reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $198Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026