Investment adviser · CRD 104727

MONETA GROUP INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $50.5B
Client accounts: 48,410
Employees: 585
Advisory professionals: 239

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	5,460	$44,617,807,093	88.3%
Retirement plans	191	$2,781,640,775	5.5%
Individuals	3,380	$2,097,068,372	4.1%
Charities	66	$719,720,806	1.4%
Corporations & businesses	66	$319,955,506	0.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2089898 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

190 CARONDELET PLAZA, SUITE 1200
ST. LOUIS, MO, 63105, United States

CRD 104727

Filing source

Form ADV 2089898 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.