Growth Fuels Moneta's Third Kansas City Expansion Since 2020 as $50B RIA Opens New Office

National financial advisor firm increases and upgrades its Kansas City space with latest move designed to accommodate more growth and strengthen commitment to the market

ST. LOUIS--(BUSINESS WIRE)--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's third office move in the area comes six years after the firm opened its first Kansas City office in 2020 to launch its second expansion market outside of St. Louis. Moneta's Kansas City presence had already doubled in size by 2022, and the new space is designed to support the next phase of growth.

“I grew up here, and when I moved back to help launch this office, the goal was to build something that would last,” said Moneta Partner, Steven Diederich, who is based in Kansas City. “This space reflects how far our team and our clients have come. It’s a place where we can welcome clients, attract great people and keep building the kind of firm Kansas City advisors want to be part of.”

KANSAS CITY: FROM LAUNCH TO LONG-TERM COMMITMENT

Moneta already served Kansas City clients when it chose to open its own office in the market. The firm sent experienced advisors with local roots to launch the office, added Kansas City talent and teams, and has continued to invest as the market has grown. Designed as a smaller-scale version of Moneta’s new St. Louis headquarters at The Plaza, the new Kansas City office combines modern workspaces with dedicated areas for client meetings and collaboration. The space reflects the same emphasis on natural light, hospitality and a polished client experience that shaped Moneta’s St. Louis headquarters.

“When Moneta enters a market, we commit to it. We open our own office, bring in advisors who know the community, add talent and keep investing as the team grows. Kansas City is a clear example of that approach in action, and this new office is the next step. It also reflects what is happening across Moneta as we continue to build a national firm one market at a time,” said Moneta CEO, Eric Kittner.

PART OF A NATIONAL PATTERN

Kansas City is one of several markets where Moneta has followed a similar playbook. The firm first expanded beyond St. Louis in 2019 with a Denver office, which has since grown to a team of more than 30 members, added a second team in 2023 and expanded into Boulder in 2024. Moneta opened offices in Kansas City in 2020, Boston in 2021 and Chicago in 2022, and later expanded into Philadelphia and New Jersey, with Lane Hipple Wealth Management Group joining the firm in September 2025. Over that time, Moneta’s AUM has grown from $14.5 billion at the end of 2015 to more than $50 billion today.

In each market, the pattern is consistent: Moneta enters with its own office and a core group of advisors, then keeps building by growing organically, adding talent and welcoming like-minded teams. Relocating the Kansas City office is the latest example of the firm investing in a market after it enters, following its continued build-out in Colorado.

“Kansas City is where you can see the Moneta model working. Advisors here have the resources of a national firm, including an investment platform built for high-net-worth clients, trust and estate planning, and strong back-office support, while still running their practices as owners. A premier address in Mission Woods tells clients, advisors and firms in this market that we are here for the long term,” said Moneta President and COO, Keith Bowles.

A HOME FOR INDEPENDENT ADVISORS AND FIRMS

For Kansas City advisors and smaller independent RIAs weighing their next step, the new office offers a visible, permanent home for the growth Moneta is building in the market. Moneta is 100% partner-owned, with no outside investors or private equity, and advisors who join become owners of the firm. Moneta’s platform includes an investment approach built around the needs of high-net-worth clients, in-house trust and estate planning services, a Chief Philanthropy Officer, a family education platform and a Partner-in-Training program, so advisors can focus on clients and growth on their own terms.

Moneta has grown through both organic growth and the addition of like-minded teams, and expects to keep doing both in new and existing markets. The firm plans to add 8-10 employees in Kansas City over the next 12–24 months. Advisors and firms interested in joining Moneta can learn more at https://monetagroup.com/careers.

ABOUT MONETA

Moneta Group Investment Advisors, LLC is a 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 launching its national growth plan with the 2019 expansion into Denver, the firm added offices in Kansas City, Chicago, Boston, Boulder and Philadelphia. Moneta’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.

© 2026 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. This press release does not constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients.