ADVERTISEMENT
Press release content from Business Wire. The AP news staff was not involved in its creation.
Related topics
PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.

Snowden Lane Partners Included in the Barron’s Top 100 RIA Firms List for Second Consecutive Year

September 20, 2021 GMT

NEW YORK--(BUSINESS WIRE)--Sep 20, 2021--

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 named to the Barron’s list of the Top 100 Registered Investment Adviser Firms. This is the second year in a row that Snowden Lane has been included in this list, which recognizes the top independent RIA firms across the U.S.

ADVERTISEMENT

Snowden Lane manages approximately $8.7 billion in total client assets and has continued to expand its national footprint in the wealth advisory space, with 114 total employees across 12 offices in California, Connecticut, Florida, Illinois, Maryland, New York, Pennsylvania and Texas. The firm has had a strong 2021 that saw it expand its headcount by 27% and add an additional $1.8 billion in net assets.

“We’re honored to again be recognized by Barron’s for this competitive and prestigious ranking,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Our guiding philosophy has always been to enable our advisors to serve their clients’ best interests in a conflict-free environment. We’re grateful that all of our team’s hard work over the past year has been recognized, and we appreciate the opportunity to continue our positive momentum in the coming months.”

“It’s extremely gratifying to be recognized by a publication as respected and trusted as Barron’s,” said Greg Franks, President and COO of Snowden Lane Partners. “Above all else, I am encouraged by our inclusion following the tremendous growth we have experienced over the past year and I’m enthusiastic as we look to Snowden Lane’s future.”

Added Lyle LaMothe, Snowden Lane’s Chairman, “I am proud to be included in this ranking alongside our industry peers. We have strived to provide a truly independent, client-focused experience since our founding, and our inclusion on this list serves as confirmation that our vision for Snowden Lane continues to come to fruition.”

ADVERTISEMENT

This is the sixth 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. The Barron’s Top 100 Registered Investment Adviser Firms list includes firms across 23 states.

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 and Wells Fargo, among others. The Financial Times named Snowden Lane to its elite FT 300 list in 2020 for the sixth-straight year, recognizing it as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as FT 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/20210920005851/en/

CONTACT: Kevin Santo

Water & Wall

516-506-8560

kevin@waterandwall.com

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

INDUSTRY KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE

SOURCE: Snowden Lane Partners

Copyright Business Wire 2021.

PUB: 09/20/2021 02:38 PM/DISC: 09/20/2021 02:38 PM

http://www.businesswire.com/news/home/20210920005851/en