MONECO ADVISORS, LLC
Legal name: MONECO ADVISORS
CRD #171922 SEC #801-80027 FAIRFIELD, CT 203-319-3550
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
65
Clients
26
Accounts
6,130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.9B | $1.9B | $19.1M | 65 | 34 |
| May 2025 | $1.9B | $1.9B | $19.1M | 65 | 34 |
| Mar 2025 | $1.9B | $1.9B | $19.1M | 65 | 34 |
| Feb 2025 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Nov 2024 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Oct 2024 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Jun 2024 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Apr 2024 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Mar 2024 | $1.5B | $1.5B | $14.9M | 61 | 27 |
| Feb 2024 | $1B | $1B | $25.4M | 49 | 0 |
| Oct 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Sep 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Aug 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Jul 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Jun 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Apr 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Mar 2023 | $1B | $1B | $25.4M | 49 | 0 |
| Nov 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Oct 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Aug 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Jul 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Jun 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Apr 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Mar 2022 | $904.5M | $883.6M | $20.8M | 32 | 17 |
| Jan 2022 | $608.7M | $590.8M | $17.9M | 22 | 1 |
| Jul 2021 | $608.7M | $590.8M | $17.9M | 22 | 1 |
| May 2021 | $608.7M | $590.8M | $17.9M | 22 | 1 |
| Feb 2021 | $608.7M | $590.8M | $17.9M | 22 | 1 |
| Jan 2021 | $497.4M | $482.2M | $15.2M | 19 | 4 |
| Jan 2021 | $497.4M | $482.2M | $15.2M | 19 | 4 |
| Jun 2020 | $497.4M | $482.2M | $15.2M | 19 | 4 |
| Jun 2020 | $497.4M | $482.2M | $15.2M | 19 | 4 |
| Mar 2020 | $497.4M | $482.2M | $15.2M | 19 | 4 |
| Mar 2020 | $338.8M | $331.8M | $7M | 21 | 6 |
| Jan 2020 | $338.8M | $331.8M | $7M | 21 | 6 |
| Sep 2019 | $338.8M | $331.8M | $7M | 21 | 6 |
| Jul 2019 | $338.8M | $331.8M | $7M | 21 | 6 |
| Apr 2019 | $338.8M | $331.8M | $7M | 21 | 6 |
| Mar 2019 | $338.8M | $331.8M | $7M | 21 | 6 |
| Mar 2018 | $304.7M | $304.7M | $0 | 13 | 0 |
| Feb 2018 | $304.7M | $304.7M | $0 | 13 | 0 |
| Oct 2017 | $287M | $287M | $0 | 9 | 0 |
| Oct 2017 | $287M | $287M | $0 | 9 | 0 |
| May 2017 | $238.9M | $0 | $238.9M | 9 | 555 |
| Mar 2017 | $238.9M | $0 | $238.9M | 9 | 555 |
| Jan 2017 | $217.6M | $217.6M | $0 | 13 | 200 |
| May 2016 | $217.6M | $217.6M | $0 | 13 | 200 |
| Apr 2016 | $217.6M | $217.6M | $0 | 13 | 200 |
| Feb 2016 | $217.6M | $217.6M | $0 | 13 | 200 |
| Mar 2015 | $222.2M | $213.3M | $9M | 13 | 200 |
| Nov 2014 | $151M | $151M | $0 | 8 | 0 |
| Jul 2014 | $0 | $0 | $0 | 8 | 0 |
| Jun 2014 | $0 | $0 | $0 | 8 | 0 |
DateAug 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$19.1M
Employees65
Clients34
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$19.1M
Employees65
Clients34
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$19.1M
Employees65
Clients34
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateJun 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$14.9M
Employees61
Clients27
DateFeb 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateOct 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateSep 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateAug 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateJul 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateJun 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateApr 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$25.4M
Employees49
Clients0
DateNov 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateOct 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateAug 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateJul 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateJun 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateApr 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateMar 2022
Total AUM$904.5M
Discretionary$883.6M
Non-Disc.$20.8M
Employees32
Clients17
DateJan 2022
Total AUM$608.7M
Discretionary$590.8M
Non-Disc.$17.9M
Employees22
Clients1
DateJul 2021
Total AUM$608.7M
Discretionary$590.8M
Non-Disc.$17.9M
Employees22
Clients1
DateMay 2021
Total AUM$608.7M
Discretionary$590.8M
Non-Disc.$17.9M
Employees22
Clients1
DateFeb 2021
Total AUM$608.7M
Discretionary$590.8M
Non-Disc.$17.9M
Employees22
Clients1
DateJan 2021
Total AUM$497.4M
Discretionary$482.2M
Non-Disc.$15.2M
Employees19
Clients4
DateJan 2021
Total AUM$497.4M
Discretionary$482.2M
Non-Disc.$15.2M
Employees19
Clients4
DateJun 2020
Total AUM$497.4M
Discretionary$482.2M
Non-Disc.$15.2M
Employees19
Clients4
DateJun 2020
Total AUM$497.4M
Discretionary$482.2M
Non-Disc.$15.2M
Employees19
Clients4
DateMar 2020
Total AUM$497.4M
Discretionary$482.2M
Non-Disc.$15.2M
Employees19
Clients4
DateMar 2020
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateJan 2020
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateSep 2019
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateJul 2019
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateApr 2019
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateMar 2019
Total AUM$338.8M
Discretionary$331.8M
Non-Disc.$7M
Employees21
Clients6
DateMar 2018
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees9
Clients0
DateOct 2017
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$238.9M
Discretionary$0
Non-Disc.$238.9M
Employees9
Clients555
DateMar 2017
Total AUM$238.9M
Discretionary$0
Non-Disc.$238.9M
Employees9
Clients555
DateJan 2017
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees13
Clients200
DateMay 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees13
Clients200
DateApr 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees13
Clients200
DateFeb 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees13
Clients200
DateMar 2015
Total AUM$222.2M
Discretionary$213.3M
Non-Disc.$9M
Employees13
Clients200
DateNov 2014
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees8
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0