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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 Oct 1, 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
- Website
- https://monetastl.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 538 | 585 | increased by47 |
| Apr 1, 2026 | Clients | 8,021 | 9,163 | increased by1,142 |
| Apr 1, 2026 | AUM | $42,795,577,115 | $50,536,192,552 | increased by$7,740,615,437 |
| Apr 1, 2026 | Accounts | 44,504 | 48,410 | increased by3,906 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 395 | 538 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,368 | 8,021 | increased by1,653 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,888,762,887 | $42,795,577,115 | increased by$9,906,814,228 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 33,261 | 44,504 | increased by11,243 |
| Apr 1, 2022 | Employees | 370 | 395 | increased by25 |
| Apr 1, 2022 | Clients | 5,444 | 6,368 | increased by924 |
| Apr 1, 2022 | AUM | $27,417,700,987 | $32,888,762,887 | increased by$5,471,061,900 |
| Apr 1, 2022 | Accounts | 29,892 | 33,261 | increased by3,369 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONETA GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONETA GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.