Barron’s again ranks Moneta among nation’s Top RIAs for combination of quality and scale

Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth year in a row (2017-2022) that Barron’s ranked Moneta in the Top 11 of its Top 100 RIA Firms.

Consistently ranking among the top RIAs year after year is no small feat at a time when the RIA industry’s growth rate is so large.

As the article Barron’s published in tandem with these rankings notes:

“Independent advisors, often working within registered investment advisor, or RIA, firms, are multiplying at a breakneck pace. From 2012 to 2021, the number of such firms in the U.S. increased 41%, to nearly 15,000.”

Even as the competition multiplies, Moneta remains ranked in 2022 as No. 11 among Barron’s Top 100 RIA firms.

© 2022 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.

Trademarks and copyrights of materials referenced herein are the property of their respective owners. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.

Additional articles

  • First Quarter Investment Report – 2025

    First Quarter Investment Report – 2025

    Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…

  • Monthly Recap – March 2025

    Monthly Recap – March 2025

    MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…

  • Liberation Day

    Liberation Day

    Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…