MONETA GROUP INVESTMENT ADVISORS, LLC
CRD #104727 SEC #801-34723 ST. LOUIS, MO 314-726-2300
SEC Registered
Total AUM
$42.8B
Discretionary
$35.1B
Employees
538
Clients
--
Accounts
44,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| Nov 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| Nov 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| Sep 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| May 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| Apr 2025 | $42.8B | $35.1B | $7.7B | 538 | 383 |
| Mar 2025 | $37.5B | $28.3B | $9.1B | 501 | 348 |
| Jun 2024 | $37.5B | $28.3B | $9.1B | 501 | 348 |
| Mar 2024 | $37.5B | $28.3B | $9.1B | 501 | 348 |
| Mar 2023 | $30.7B | $18.8B | $11.8B | 460 | 299 |
| Aug 2022 | $32.9B | $18.2B | $14.7B | 395 | 333 |
| May 2022 | $32.9B | $18.2B | $14.7B | 395 | 333 |
| Mar 2022 | $32.9B | $18.2B | $14.7B | 395 | 333 |
| Jan 2022 | $27.4B | $13.8B | $13.6B | 370 | 250 |
| Nov 2021 | $27.4B | $13.8B | $13.6B | 370 | 250 |
| Jun 2021 | $27.4B | $13.8B | $13.6B | 370 | 250 |
| Mar 2021 | $27.4B | $13.8B | $13.6B | 370 | 250 |
| Feb 2021 | $23.7B | $11B | $12.7B | 330 | 220 |
| Oct 2020 | $23.7B | $11B | $12.7B | 330 | 220 |
| Aug 2020 | $23.7B | $11B | $12.7B | 330 | 220 |
| Aug 2020 | $23.7B | $11B | $12.7B | 330 | 220 |
| May 2020 | $23.7B | $11B | $12.7B | 330 | 220 |
| May 2020 | $23.7B | $11B | $12.7B | 330 | 220 |
| Nov 2019 | $20.3B | $9.2B | $11B | 300 | 200 |
| Oct 2019 | $20.3B | $9.2B | $11B | 300 | 200 |
| Mar 2019 | $20.3B | $9.2B | $11B | 300 | 200 |
| Mar 2019 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Aug 2018 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Jun 2018 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Apr 2018 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Apr 2018 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Mar 2018 | $18.5B | $6.9B | $11.7B | 285 | 100 |
| Mar 2017 | $16.2B | $6.2B | $10B | 275 | 4,400 |
| Aug 2016 | $14.5B | $5.4B | $9.1B | 275 | 4,300 |
| Apr 2016 | $14.5B | $5.4B | $9.1B | 275 | 4,300 |
| Mar 2016 | $14.5B | $5.4B | $9.1B | 275 | 4,300 |
| Sep 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Sep 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Sep 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Jun 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Jun 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Mar 2015 | $14.1B | $4.7B | $9.4B | 245 | 4,500 |
| Aug 2014 | $13.8B | $1.6B | $12.2B | 215 | 3,500 |
| May 2014 | $13.8B | $1.6B | $12.2B | 215 | 3,500 |
| Apr 2014 | $13.8B | $1.6B | $12.2B | 215 | 3,500 |
| Mar 2014 | $16.1B | $3.6B | $12.5B | 215 | 3,500 |
| Apr 2013 | $15B | $5.6B | $9.4B | 205 | 3,500 |
| Apr 2012 | $11B | $1.1B | $9.9B | 51 | 3,500 |
| Nov 2010 | $8.1B | $1B | $7.1B | 51 | -- |
| Jun 2010 | $8.1B | $1B | $7.1B | 51 | -- |
| May 2010 | $8.1B | $1B | $7.1B | 51 | -- |
| Apr 2009 | $6.5B | $61.3M | $6.5B | 51 | -- |
| Mar 2009 | $6.5B | $61.3M | $6.5B | 51 | -- |
| Mar 2008 | $7.9B | $977.2M | $7B | 51 | -- |
| Dec 2007 | $5.8B | $4B | $1.8B | 51 | -- |
| Mar 2007 | $5.8B | $4B | $1.8B | 51 | -- |
| Jan 2007 | $4.9B | $3.2B | $1.7B | 51 | -- |
| Mar 2006 | $4.9B | $3.2B | $1.7B | 51 | -- |
| May 2005 | $4B | $2.8B | $1.2B | 51 | -- |
| May 2005 | $4B | $2.8B | $1.2B | 51 | -- |
| Jan 2005 | $3.4B | $2.1B | $1.3B | 51 | -- |
| Aug 2004 | $3.4B | $2.1B | $1.3B | 51 | -- |
| Mar 2004 | $3.4B | $2.1B | $1.3B | 51 | -- |
| Dec 2003 | $3.1B | $2B | $1B | 51 | -- |
| Nov 2003 | $3.1B | $2B | $1B | 51 | -- |
| Mar 2002 | $3.2B | $2.1B | $1.1B | 51 | -- |
DateNov 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateNov 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateNov 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateSep 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateMay 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateApr 2025
Total AUM$42.8B
Discretionary$35.1B
Non-Disc.$7.7B
Employees538
Clients383
DateMar 2025
Total AUM$37.5B
Discretionary$28.3B
Non-Disc.$9.1B
Employees501
Clients348
DateJun 2024
Total AUM$37.5B
Discretionary$28.3B
Non-Disc.$9.1B
Employees501
Clients348
DateMar 2024
Total AUM$37.5B
Discretionary$28.3B
Non-Disc.$9.1B
Employees501
Clients348
DateMar 2023
Total AUM$30.7B
Discretionary$18.8B
Non-Disc.$11.8B
Employees460
Clients299
DateAug 2022
Total AUM$32.9B
Discretionary$18.2B
Non-Disc.$14.7B
Employees395
Clients333
DateMay 2022
Total AUM$32.9B
Discretionary$18.2B
Non-Disc.$14.7B
Employees395
Clients333
DateMar 2022
Total AUM$32.9B
Discretionary$18.2B
Non-Disc.$14.7B
Employees395
Clients333
DateJan 2022
Total AUM$27.4B
Discretionary$13.8B
Non-Disc.$13.6B
Employees370
Clients250
DateNov 2021
Total AUM$27.4B
Discretionary$13.8B
Non-Disc.$13.6B
Employees370
Clients250
DateJun 2021
Total AUM$27.4B
Discretionary$13.8B
Non-Disc.$13.6B
Employees370
Clients250
DateMar 2021
Total AUM$27.4B
Discretionary$13.8B
Non-Disc.$13.6B
Employees370
Clients250
DateFeb 2021
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateOct 2020
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateAug 2020
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateAug 2020
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateMay 2020
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateMay 2020
Total AUM$23.7B
Discretionary$11B
Non-Disc.$12.7B
Employees330
Clients220
DateNov 2019
Total AUM$20.3B
Discretionary$9.2B
Non-Disc.$11B
Employees300
Clients200
DateOct 2019
Total AUM$20.3B
Discretionary$9.2B
Non-Disc.$11B
Employees300
Clients200
DateMar 2019
Total AUM$20.3B
Discretionary$9.2B
Non-Disc.$11B
Employees300
Clients200
DateMar 2019
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateAug 2018
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateJun 2018
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateApr 2018
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateApr 2018
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateMar 2018
Total AUM$18.5B
Discretionary$6.9B
Non-Disc.$11.7B
Employees285
Clients100
DateMar 2017
Total AUM$16.2B
Discretionary$6.2B
Non-Disc.$10B
Employees275
Clients4,400
DateAug 2016
Total AUM$14.5B
Discretionary$5.4B
Non-Disc.$9.1B
Employees275
Clients4,300
DateApr 2016
Total AUM$14.5B
Discretionary$5.4B
Non-Disc.$9.1B
Employees275
Clients4,300
DateMar 2016
Total AUM$14.5B
Discretionary$5.4B
Non-Disc.$9.1B
Employees275
Clients4,300
DateSep 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateSep 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateSep 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateJun 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateJun 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateMar 2015
Total AUM$14.1B
Discretionary$4.7B
Non-Disc.$9.4B
Employees245
Clients4,500
DateAug 2014
Total AUM$13.8B
Discretionary$1.6B
Non-Disc.$12.2B
Employees215
Clients3,500
DateMay 2014
Total AUM$13.8B
Discretionary$1.6B
Non-Disc.$12.2B
Employees215
Clients3,500
DateApr 2014
Total AUM$13.8B
Discretionary$1.6B
Non-Disc.$12.2B
Employees215
Clients3,500
DateMar 2014
Total AUM$16.1B
Discretionary$3.6B
Non-Disc.$12.5B
Employees215
Clients3,500
DateApr 2013
Total AUM$15B
Discretionary$5.6B
Non-Disc.$9.4B
Employees205
Clients3,500
DateApr 2012
Total AUM$11B
Discretionary$1.1B
Non-Disc.$9.9B
Employees51
Clients3,500
DateNov 2010
Total AUM$8.1B
Discretionary$1B
Non-Disc.$7.1B
Employees51
Clients--
DateJun 2010
Total AUM$8.1B
Discretionary$1B
Non-Disc.$7.1B
Employees51
Clients--
DateMay 2010
Total AUM$8.1B
Discretionary$1B
Non-Disc.$7.1B
Employees51
Clients--
DateApr 2009
Total AUM$6.5B
Discretionary$61.3M
Non-Disc.$6.5B
Employees51
Clients--
DateMar 2009
Total AUM$6.5B
Discretionary$61.3M
Non-Disc.$6.5B
Employees51
Clients--
DateMar 2008
Total AUM$7.9B
Discretionary$977.2M
Non-Disc.$7B
Employees51
Clients--
DateDec 2007
Total AUM$5.8B
Discretionary$4B
Non-Disc.$1.8B
Employees51
Clients--
DateMar 2007
Total AUM$5.8B
Discretionary$4B
Non-Disc.$1.8B
Employees51
Clients--
DateJan 2007
Total AUM$4.9B
Discretionary$3.2B
Non-Disc.$1.7B
Employees51
Clients--
DateMar 2006
Total AUM$4.9B
Discretionary$3.2B
Non-Disc.$1.7B
Employees51
Clients--
DateMay 2005
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees51
Clients--
DateMay 2005
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees51
Clients--
DateJan 2005
Total AUM$3.4B
Discretionary$2.1B
Non-Disc.$1.3B
Employees51
Clients--
DateAug 2004
Total AUM$3.4B
Discretionary$2.1B
Non-Disc.$1.3B
Employees51
Clients--
DateMar 2004
Total AUM$3.4B
Discretionary$2.1B
Non-Disc.$1.3B
Employees51
Clients--
DateDec 2003
Total AUM$3.1B
Discretionary$2B
Non-Disc.$1B
Employees51
Clients--
DateNov 2003
Total AUM$3.1B
Discretionary$2B
Non-Disc.$1B
Employees51
Clients--
DateMar 2002
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees51
Clients--