Moneta Expands National Footprint with Addition of Lane Hipple Wealth Management Group
Moneta Group Investment Advisors, LLC, has announced that Lane Hipple Wealth Management Group has joined the firm as its newest partner, bringing approximately $520 million in assets under management as of September 15, 2025. Based in New Jersey, Lane Hipple expands Moneta’s presence into the Mid-Atlantic and strengthens its reach as the firm builds on a sustained period of national expansion.
“Moneta is a 100% partner-owned, completely independent firm…no private equity, no outside shareholders, just a group of like-minded professionals who believe in putting clients first, always,” said Lane Hipple partner Andy Hipple.
Since launching its national expansion in 2019, Moneta has grown from its St. Louis base into Denver, Kansas City, Boston, Chicago, and Boulder. Over the past decade, the firm has nearly tripled its assets under management, from $14.5 billion in 2015 to $42.7 billion at year-end 2024.
“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,” said Keith Bowles, Moneta’s COO. “Our partnership structure ensures every advisor has a voice and ownership in our collective future.”
Moneta said it intends to continue selectively partnering with high-net-worth advisory teams that align with its client-first philosophy as it builds out a fully independent, partner-led national wealth management platform.