CRD: 104727
Moneta Group Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 26, 2025 and March 31, 2026, reported AUM increased 18.1%, from $42.8B to $50.5B.
Across 5 reported observations, AUM increased 53.7% between August 18, 2022 and March 31, 2026, from $32.9B to $50.5B.
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 239 advisory representatives and 9,801 clients, or 41 clients per representative. That equates to $5.2M in reported AUM per client.
The profile lists 18 reported office locations and 37 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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 261 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
SMA allocation detail is available
Moneta Group Investment Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Moneta Group Investment Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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