MONECO ADVISORS, LLC
DBA: MONECO ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.28B |
| Discretionary | $2.26B99% of AUM |
| Non-Discretionary | $20.6M |
| Client Accounts | 6,443 |
| Avg Account Size | $354K |
| Employees | 66 |
| Peak AUM | $2.28BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +19.0% | +30.2% | +29.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.28B |
| Discretionary | $2.26B |
| Employees | 66 |
| Client Accounts | 6443 |
| Client Range | 11-25 |
Contact & Location
Address
2150 POST ROAD, SUITE 201
FAIRFIELD CT 06824
Phone
203-319-3550
Filing History
59 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
99.1% of AUM
Non-Discretionary
$21M
0.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant