Articles from Moneta Group Investment Advisors, LLC

Moneta Group Investment Advisors, LLC (“Moneta”), a 100% partner-owned Registered Investment Advisor (RIA) with more than $50 billion in assets under management (AUM), announced it is moving its Kansas City office to 1957 W. 51st Street, Suite 500, Mission Woods, KS 66205. The new office opened Oct. 29 and will accommodate 25 employees, with capacity for 19 additional employees.

Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent, partner-owned Registered Investment Advisor (RIA) firms, announced today that Lane Hipple Wealth Management Group (“Lane Hipple”), a respected New Jersey-based RIA with about $418 million in assets under management as of December 31, 2024 on their latest regulatory filing and approximately $520 million AUM as of September 15, 2025, has joined Moneta as its newest Partner team.

After expanding into five new locations over the past five years, Moneta continues to take steps to grow its national footprint with the hiring of Peter Brown as Senior Managing Director of Mergers and Acquisitions. Brown will partner with Shawn Paulk, who Moneta hired to the same position in 2023 when scaling up its M&A efforts.

Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors joins Moneta with about $279 million in assets under management (AUM), bringing Moneta up to approximately $34 billion AUM*.

Moneta announces the launch of its client portal, designed to optimize service with streamlined client-advisor communication, to further support individual financial goals. The 100% partner-owned and fee-only firm that offers advisory services through its registered investment advisor (RIA) Moneta Group Investment Advisors, LLC, is excited to expand its offerings to connect with clients.