Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

ST. LOUIS, Oct. 1, 2025 /PRNewswire/ -- Moneta Group Investment Advisors, LLC ("Moneta"), one of the nation's largest Registered Investment Advisors (RIAs), announced today that the Williams team from Aveo Capital Partners has joined Moneta as its newest partner team, further strengthening Moneta's Colorado footprint.

The Williams team—lead partner Chad Williams and advisors Zach Heath and Brian Eller—collectively manage $262 million in assets as of March 1, 2025. They will move into Moneta's new Denver Tech Center office, which is currently under construction.

This partnership marks another milestone in Moneta's ongoing national expansion after adding Lane Hipple Wealth Management Group to establish a presence in New Jersey last month. The Williams team's arrival also demonstrates Moneta's vision for growth within its newly established markets by continuing to build out their presence at those locations.

Moneta first expanded outside of St. Louis in 2019 by opening a new Denver office before adding a second team there in 2023 and moving into Boulder in 2024.

"What began as Moneta's initial expansion from St. Louis, has now grown into a vibrant Denver team of over 30 members and continues to expand rapidly," Moneta CEO and Chairman, Eric Kittner, said. "We're really excited about the energy and expertise Chad, Zach, and Brian bring with them. Their experience and commitment to clients fit perfectly with what we value most at Moneta."

According to Williams, the team decided to make the move to Moneta so they could maintain their independence while they leverage greater support to help them grow.

"We've always had an entrepreneurial spirit," Williams said. "We've built this practice with intention, care, and a deep desire to serve clients in a way that's personal, thoughtful, and uniquely ours. So, when we began exploring what came next, we looked for a partner—not a parent company. We wanted a firm that would allow us to keep our identity, our flavor, and our approach to client service—while giving us the tools to elevate it."

Success stories from early adopters of Moneta's offering to teams joining the firm as partners are generating even more confidence and momentum around the expansion plan. Moneta was introduced to the Williams team through Jason Sandry, one of the partners who joined Moneta in 2023 at the firm's expanding Denver location. Sandry's experience at Moneta has been so positive, it was easy to make the referral.

"Our vision is to build a national firm that empowers advisors to serve clients across multiple generations, without sacrificing the entrepreneurial spirit or personal touch," Moneta President and COO, Keith Bowles, said. "We're not just expanding into new markets—we're strengthening our presence within the communities we've already entered, like Boulder and Denver, to ensure our clients benefit from deep local expertise and the resources of a national firm. By bringing on teams like the Williams team, we're investing in the future of our clients, our advisors, and our firm."

About Moneta

Moneta Group Investment Advisors, LLC is a fee-only, partner-owned RIA headquartered in St. Louis, MO, with offices nationwide. Moneta is dedicated to empowering successful families, organizations, and foundations to navigate life's path and protect what they cherish, delivering personalized attention backed by the resources of a national firm.

After Moneta launched its national growth plan with the 2019 expansion into Denver, the firm followed with new offices in Kansas City, Chicago, Boston, Boulder, and Philadelphia. Moneta has nearly tripled its assets under management over the past decade, growing from $14.5 billion at the end of 2015 to more than $42.7 billion at the end of 2024. The firm's independence from private equity and commitment to partner ownership are unique among RIAs of its size and scale, offering both resources and autonomy to its advisors.

SOURCE Moneta