Moneta Group Investment Advisors, LLC

Moneta Group Investment Advisors, LLC (CRD# 104727) is a financial advisory firm headquartered in Clayton, MO. They manage $14,528,362,175 in 21,949 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,528
    MILLION
  • Total Number of Accounts
    21,949
    ACCOUNTS
  • Average Account Value
    $661,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Moneta Group Investment Advisors, LLC
Showing 1 - 10 of 98 top financial advisors.
1
Andrew S. Glenn
CRD#: 5155069
100 South Brentwood, Suite 500, Clayton, MO 63105
101
Wealthminder
score

Andrew Glenn (CRD# 5155069) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has 8 year of experience in the finance industry.

2
William P. Akins
CRD#: 4452102
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

William Akins (CRD# 4452102) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 13 years of experience in the finance industry. William Akins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicole L. Bailey
CRD#: 5835678
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

Nicole Bailey (CRD# 5835678) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 7 years of experience in the finance industry. Nicole Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James T. Blair
CRD#: 1437369
100 S Brentwood Blvd, Suite 500, Clayton, MO 63105
96
Wealthminder
score

James Blair (CRD# 1437369) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 28 years of experience in the finance industry. James Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel T. Brown
CRD#: 5000601
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

Daniel Brown (CRD# 5000601) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 11 years of experience in the finance industry.

6
Michael T. Carpenter
CRD#: 5840352
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

Michael Carpenter (CRD# 5840352) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 7 years of experience in the finance industry. Michael Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Allan G. Curtis
CRD#: 2040977
100 South Brentwood Blvd, Ste. 500, Saint Louis, MO 63105
96
Wealthminder
score

Allan Curtis (CRD# 2040977) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 27 years of experience in the finance industry. Allan Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David C. Curtis
CRD#: 4708127
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

David Curtis (CRD# 4708127) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 14 years of experience in the finance industry. David Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Gene M. Diederich
CRD#: 1283002
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

Gene Diederich (CRD# 1283002) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 33 years of experience in the finance industry. Gene Diederich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Anthony R. Dorn
CRD#: 4326420
100 South Brentwood, Suite 500, Clayton, MO 63105
96
Wealthminder
score

Anthony Dorn (CRD# 4326420) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 16 years of experience in the finance industry. Anthony Dorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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