Moneta Merges in New Jersey RIA, Expanding National Footprint
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.
Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
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 Merges in Third Colorado Firm, Expanding National RIA into Boulder
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 Elevates Its Value Proposition With An Integrated, Online Client Portal Mobile App
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.
