ST. LOUIS—September 18, 2012—Moneta Group, a provider of comprehensive financial advice to individuals, families and businesses, found itself in the national spotlight recently when it was named a top wealth manager (when ranked by total assets under management) in AdvisorOne.com’s annual rankings of financial firms. In addition, Moneta Group was ranked number three on Financial Advisor magazine’s list of the top Registered Investment Advisor firms.
AdvisorOne.com recently published its “Top Wealth Manager Rankings,” and of the 100 firms that participated in the survey, Moneta Group was ranked number one when ranked by total assets ($11.06 billion) and number 40 when ranked by AUM per client.
Financial Advisor magazine ranks Moneta Group third on its list of the Registered Investment Advisor (RIA) firms in the country in its annual survey published in July. The rankings were established by determining assets under management at the end of 2011. Of the 513 firms listed in the rankings, Moneta Group was the only Missouri firm to appear among the top 50.
Gene Diederich, Moneta Group CEO, says the rankings are affirmation of the firm’s prominence in the industry. “Recognitions like these underscore the fact that we’re one of the largest investment advisory firms in the country, but our primary focus is to continue to deliver the exceptional ‘Raving Fan’ service that the clients of a boutique practice expect and deserve.”
About Moneta Group
Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1869, 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.