NEW YORK--(BUSINESS WIRE)--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 in the Barron’s Top 100 Registered Investment Adviser Firms ranking for the fifth consecutive year.
Since initially earning the recognition in 2020, Snowden Lane has risen 42 spots to its current standing as the 48th-ranked RIA firm nationally.
The latest recognition caps off a successful period for the firm. Since last year’s iteration of the rankings, Snowden Lane recruited 13 financial advisors, representing over $1.7 billion in client assets. The firm also established a new presence in Boca Raton, FL and Golden, CO.
“We’re humbled to receive this honor from such a reputable publication, especially for the fifth consecutive year,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “To sustain this level of success is ultimately a testament to our team’s efforts every day. It’s extremely gratifying to witness each of our employees delivering our clients exceptional service, and everyone at our firm takes pride in this well-deserved recognition.”
This is the ninth 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 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 has 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.
In addition to the Barron’s Top 100 RIA Firms ranking, the firm is in 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 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.
