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MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727File 801-34723
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$50.54B
Top 10% of cohort (national)
Discretionary AUM
$42.56B
Non-discretionary $7.98B
Clients
9,163
48,410 accounts
Employees
585
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 30, 1989
- Principal office
- 190 CARONDELET PLAZA, SUITE 1200, ST. LOUIS, MO, 63105
- Phone
- 314-726-2300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.54B
- Discretionary AUM
- $42.56B
- Non-discretionary AUM
- $7.98B
- Discretionary accounts
- 36,367
- Non-discretionary accounts
- 12,043
- Total accounts
- 48,410
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 66 | $320.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 66 | $719.7M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 5,460 | $44.62B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 191 | $2.78B |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 3,380 | $2.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.