ST. LOUIS—July 26, 2012—Clayton-based Moneta Group Investment Advisors, LLC, one of the nation’s leading independent financial advisory firms, was placed at No. 3 in FA magazine’s RIA Ranking 2012 based on total assets under management (AUM) as of December 31, 2011. Of the 514 RIAs ranked in the survey, Moneta Group was one of only two headquartered in Missouri with assets under management of more than $1 billion.
“As Family CFOs, our goal is to protect and grow your family’s assets,” says Gene Diederich, CEO at Moneta Group. “Despite the volatility in the markets, and the financial storms weathered this past year, we have continued to keep our clients focused on the long-term.”
Moneta reported an average AUM per client of more than $4 million, and a nearly 10 percent increase in new clients during 2011. “As fiduciaries and as our clients’ advocates, our top priority is providing comprehensive advice and ‘Raving Fan’ service,” says Diederich. “Our firm is founded on the trust and confidence our families place in us, and we are absolutely committed to helping them manage the many financial issues they face in today’s complex financial world.”
Moneta Group is one of the nation’s largest independently-owned financial planning organizations, serving clients and their financial goals since 1869. For more information, visit www.monetagroup.com.