Moneta Group Investment Advisors Revenue, Growth & Competitor Profile

DBA MONETA GROUP LLC
DBA MONETA GROUP INVESTMENT ADVISORS, LLC

Company Profile & Annual Report for Moneta Group Investment Advisors

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Moneta Group Investment Advisors Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	100 South Brentwood Blvd. St. Louis, MO 63105

Note: Revenues for privately held companies are statistical evaluations.


Moneta Group Investment Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Moneta Group Investment Advisors's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Moneta Group Investment Advisors is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Moneta Group Investment Advisors Annual Revenue and Growth Rate

Moneta Group Investment Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Moneta Group Investment Advisors's revenues are gauged from an analysis of company filings.

Moneta Group Investment Advisors's Income Statement (based on Industry Averages)

Moneta Group Investment Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Moneta Group Investment Advisors is developing and marketing. Moneta Group Investment Advisors doesn't have any recent trademark applications, indicating Moneta Group Investment Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MONETA FAMILY CFO Financial planning services; capital investment services; financial portfolio management services; administration of employee benefit plans concerning finance; estate planning services; estate trust planning and management services; trust services, namely, investment and trust company services	03/02/2021
MONETA TRUST Financial planning services; estate trust planning and management services; trust services, namely, investment and trust company services	03/02/2021
RETIREMENT ADVOCATE FUNDS mutual fund investment	06/17/2011

See all trademarks and details in the Full Report.

Market Share of Moneta Group Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Moneta Group Investment Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Moneta Group Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MONETA GROUP INVESTMENT ADVISORS	St. Louis, MO	100
CHARLES L. CRANE AGENCY	Saint Louis, MO	52
DANIEL & HENRY	St. Louis, MO	24
POWERS GROUP	St. Louis, MO	13
EGERTHE	St. Louis, MO	12
360 FINANCIAL GROUP	Creve Coeur, MO	7

Future Competition: Moneta Group Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Moneta Group Investment Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)