← Back to searchVisit website
MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727 · SEC 801-34723
190 CARONDELET PLAZA, SUITE 1200, ST. LOUIS, MO, 63105, United States
Phone
314-726-2300
Fax
314-862-6139
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.54B
Discretionary AUM
$42.56B
Team
585 total employees; 239 advisory reps; 638 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3380 | $2.10B |
| High net worth individuals | 5460 | $44.62B |
| Pension/profit sharing plans | 191 | $2.78B |
| Charitable organizations | 66 | $719.7M |
| Corporations/business entities | 66 | $320.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD