A complete list of active advisors currently associated with Moneta Group Investment Advisors, LLC

Warmer can help you find a great advisor at Moneta Group Investment Advisors, LLC or one who fits your needs even better.

Moneta Group Investment Advisors serves a mix of high-net-worth individuals, families and family offices alongside institutional clients such as retirement plans, foundations and endowments. The firm provides discretionary and non‑discretionary portfolio management, financial planning and family office services, held‑away asset advice, and concierge offerings including bill pay and bookkeeping. Investment decisions are made through a Partner‑led Team structure supported by a centralized Investments Department and an open‑architecture, multi‑criteria selection process that emphasizes asset allocation and manager due diligence. Moneta maintains Recommended/Watch/Sell lists, conducts ongoing monitoring and due diligence (including alternative procedures for “Second Segment” holdings), and manages proprietary multi‑strategy vehicles such as the Retirement Advocate Funds (RAFs). Distinctive features include regular use of other registered advisers and sub‑advisers (for example, Argent, Parametric and Vanguard are referenced) with Moneta retaining supervisory responsibility over such allocations, and acting as sub‑advisor to RAFs (RAFs are limited to Moneta’s institutional 401(k) and retirement clients). The firm is also affiliated with Moneta Trust and has bank‑related referral and cash‑management arrangements (Enterprise Bank and Flourish are disclosed), and offers specialized services for groups with complex needs—such as professional and developing athletes—alongside its enterprise‑scale platform.

To learn more about the advisors currently working at Moneta Group Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.