Moneta Group Investment Advisors, an independent, partner-owned registered investment adviser (RIA) firms, has announced that Lane Hipple Wealth Management Group, a New Jersey–based RIA with nearly $418 million in assets under management as of Dec. 31, 2024, on their latest regulatory filing, and approximately $520 million in assets under management (AUM) as of Sept. 15, 2025, has joined Moneta as its newest partner team.
This strategic partnership marks another milestone in Moneta’s ongoing national expansion, which has seen the firm grow from its St. Louis roots to a presence in Denver, Kansas City, Boston, Chicago, and Boulder, Colo., with assets under management now exceeding $42 billion.
This latest partnership continues Moneta’s national expansion, which began in 2019. The firm has nearly tripled its assets under management during the past decade, growing from $14.5 billion AUM at the end of 2015 to $42.7 billion AUM at the end of 2024.