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MONETA GROUP INVESTMENT ADVISORS, LLC

ST. LOUIS, MO · CRD 104727 · IAPD ↗ · 314-726-2300

$50.54BRegulatory AUM
239Advisory reps
585Employees
638Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MONETA GROUP INVESTMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — MONETA GROUP INVESTMENT ADVISORS, LLC grew from 220 to 239 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — MONETA GROUP INVESTMENT ADVISORS, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MONETA GROUP INVESTMENT ADVISORS, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2025 — MONETA GROUP INVESTMENT ADVISORS, LLC grew from 214 to 220 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — MONETA GROUP INVESTMENT ADVISORS, LLC grew from 188 to 214 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.