Ten Snowden Lane Partners Professionals Earn AdvisorHub’s 2024 Advisors to Watch Recognition

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that 10 of the firm’s financial advisors have been recognized by AdvisorHub in the publication’s 2024 Advisors to Watch ranking, marking a new record for the firm:

• Larry Barocas, Strategic Management Group
• Alex Bryer, Riverstone Capital Wealth Group
• Keary Castleberry, The Castleberry Advisory Group
• Jesse Clinton, Veritas Private Wealth Management Group
• Tom Conway, Fieldstone Family Advisors
• Stephen Fordyce, Sound Advisory Group
• Jon LaMothe, The LaMothe-Gonzalez Group
• Loretta Manzanares, The Hoffman Manzanares Group
• Armando Ureña, Ureña Wealth Management Group
• Luis Vegas, The Cannon Vegas Group

Separated into multiple subcategories, the Advisors to Watch rankings evaluate financial professionals based on their scope of practice, measured by assets, production and level of service; growth of practice, consisting of year-over-year growth in assets, households and production; and professionalism, which includes regulatory record, community service and team diversity. This year’s iteration of the rankings garnered nominations from 339 firms.

Fordyce and Manzanares were recognized among the 150 Advisors to Watch Over $1B and the 100 Women Advisors to Watch, respectively, while Castleberry was honored on the list of 100 Solo Advisors to Watch for the third consecutive year. The remaining Snowden Lane advisors were named among the 250 Advisors to Watch Under $1B.

This also marks the third year in a row that Bryer and Ureña were included in the ranking, while LaMothe and Manzanares were honored for the second consecutive year.

“Each of these advisors deserve this recognition, as they truly represent Snowden Lane’s values and dedication to personalized client service,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “We’re extremely fortunate to have quality advisors, such as this group, as key members of our firm. As always, it’s rewarding to see their work recognized by such a reputable publication.”

Added Greg Franks, Managing Partner, President & COO: “Witnessing the work our advisors do behind the scenes is one of the most gratifying parts of this job. I’m thrilled that each of their individual efforts is being recognized publicly, as they are the people that make Snowden Lane a true wealth management destination. I’m very proud of this group, as they represent just a small sample of our firm’s dedication to ensuring clients reach their individual financial goals.”

Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others.

Snowden Lane employs 152 total professionals, 87 of whom are financial advisors, across 16 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Boca Raton, Fort Lauderdale and Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH; Golden, CO, as well as its New York City headquarters.

The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2023 and 2022 Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to its 2024 and 2023 list of America's Best Financial Advisory Firms 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.

The firm 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 as an SEC registered investment adviser and a FINRA licensed broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane 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.

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