Our Firm

Moneta Group opened its doors in downtown St. Louis in 1869. The firm moved to Clayton in 1958 where it has been a corporate citizen for more than 50 years. A commitment to act as advocates for clients, along with a depth and breadth of services and high level of expertise within the firm—including more than 180 professional designations, attracted the interest of businesses desiring the same independent advice Moneta Group advisors provided to affluent families and individuals. Today, Moneta Group provides a unique service in the business community and has significantly expanded it services for institutional clients, making this a core business of the firm. Today we manage more than 250 retirement plans with $3 billion in assets.