CRD: 104727
Moneta Group Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-1989
- Office Locations
- 18
Office Locations
About Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors is a multi-office RIA providing integrated wealth management, financial planning, and philanthropic giving support for families and institutions with multigenerational goals. Investment approach centers on portfolio construction, risk management, asset allocation and active management across public funds, fixed income and select alternatives. Named #1 on Financial Planning’s 2025 RIA Leaders ranking.
Team overview
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Owner & Executives
AMANDA CLAIRE BARRALE
--
- CRD
- --
- Ownership
- Less than 5%
KEITH JOHN BOWLES
Advisor, CHIEF OPERATING OFFICER, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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ANTHONY LOUIS AIAZZI
Partner
- CRD
- #6429310
WILLIAM PATRICK AKINS
Partner
- CRD
- #4452102
Showing 2 of 259 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,555,843,219 | $1,170,177 |
| Non-Discretionary | $7,980,349,333 | $662,655 |
| Total | $50,536,192,552 | $1,043,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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