Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included on the Barron’s list of the Top 100 Registered Investment Adviser Firms, which showcases the top independent RIA firms nationally.
This marks the fourth consecutive year Snowden Lane has earned the recognition, as the firm rose 18 spots from its prior standing after eclipsing $10 billion in total client assets in 2023.
Snowden Lane opened its 13th office nationwide in Lebanon, New Hampshire in February and has added close to $1 billion in client assets this year. The firm currently has 137 total professionals, 75 of whom are financial advisors, across 13 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH, as well as its New York City headquarters.
“We’re thrilled to have earned a place among Barron’s top independent firms for the fourth consecutive year,” said Rob Mooney, Snowden Lane’s CEO. “Everyone at our firm deserves credit for this recognition, and we’re very fortunate to have a team that works tirelessly to achieve each of our clients’ goals. We’re encouraged by the progress we’ve made this year, underscored by this honor, and we’re looking forward to continuing our positive momentum.”
“It’s gratifying to see Snowden Lane’s work, and values, resonate with a publication as well-regarded as Barron’s,” said Greg Franks, Snowden Lane’s President & COO. “As the wealth management industry continues to evolve, we will continue to be a premier destination for advisors aiming to deliver client-focused advice.”
Added Lyle LaMothe, Chairman of Snowden Lane Partners, “I’m extremely proud of the progress our firm has made since our inception. This recognition feels particularly rewarding, as we’ve achieved a number of key milestones at Snowden Lane this year, and we're honored to be listed alongside so many reputable firms across our industry.”
This is the eighth annual Top 100 RIA Firms ranking to be produced independently by Barron's. The list evaluates firms using both quantitative and qualitative data verified by advisory firms and regulatory databases, including the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning.
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Fieldpoint Private and Wells Fargo, among others.
The firm is included in the 2022 Forbes/Shook Top RIA Firms ranking and the Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 401 Top Retirement advisors, and a number by Forbes/Shook as Forbes Best-In-State Wealth advisors.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net-worth individuals, families, and institutional clients. Snowden Lane is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Managers, Rob Mooney, Managing Partner & CEO, and Greg Franks, Managing Partner, President & COO, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.
Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.
For more information about Snowden Lane, please visit www.snowdenlane.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230926395416/en/
Contacts
Kevin Santo
Water & Wall
snowdenlane@waterandwall.com
