ST. LOUIS—July 2, 2014—Clayton-based Moneta Group Investment Advisors, LLC, one of the nation’s leading independent financial advisory firms, was ranked No. 4 in Financial Advisor Magazine’s RIA Ranking 2014 based on total assets under management (AUM) as of December 31, 2013.
This is the third year in a row that Moneta has ranked in the top five. Plus, of the 529 RIAs ranked in the survey, Moneta Group was one of only three firms located 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. “We are founded on the trust and confidence families place in us.”
Moneta reported an average AUM per client of more than $5.5 million, and continues to grow the number of clients represented annually.
“As fiduciaries and as our clients’ advocates, our top priority is providing comprehensive advice and ‘Raving Fan’ service,” says Diederich. “We are absolutely committed to helping them manage the many financial issues they face in today’s complex financial world.”
Moneta Group, whose Principals own the firm and serve a select group of affluent clients, has been in the finance business since 1869 and prides itself on its independence. To learn more about Moneta Group, visit www.monetagroup.com.
About Moneta Group
Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1905, the firm’s primary role is serving as their clients’ advocate ‐ while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As the Family CFO, Moneta allows their clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams. For more information on Moneta Group, visit www.monetagroup.com.