Snowden Lane Partners Recognized on the Barron’s Top 100 RIA Firms List for Third Consecutive Year 🇺🇸

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 list of the Top 100 Registered Investment Adviser Firms. This is the third consecutive year that Snowden Lane has been named to the list, which showcases the top independent RIA firms nationally.

“Barron’s has garnered tremendous respect across the wealth management industry, which only makes our inclusion on this list more rewarding”

After adding 10 advisors with a combined $1.5 billion in client assets so far in 2022, Snowden Lane now oversees approximately $9 billion in total client assets, making it one of the fastest-growing hybrid RIAs in the country. The firm secured an expanded $50 million credit facility from ORIX Corporation in June to continue its growth momentum after a record recruiting year in 2021, and recently onboarded TD Ameritrade as part of its ongoing commitment to grow its platform and offerings for its financial advisors and their clients. Snowden Lane now has 129 total employees, 73 of whom are financial advisors, across 12 offices in California, Connecticut, Florida, Illinois, Maryland, New York, Pennsylvania and Texas.

“It’s humbling to be recognized on this list for a third straight year, as the Barron’s ranking features distinguished firms from top to bottom,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Such an honor would not be possible without the dedication each member of our firm has devoted to our clients over the past year, and I’m thankful that their work has been recognized. As thrilling as it is to be named to this list, I’m equally excited for Snowden Lane to continue its growth going forward.”

“Barron’s has garnered tremendous respect across the wealth management industry, which only makes our inclusion on this list more rewarding,” said Lyle LaMothe, Chairman of Snowden Lane Partners. “We’ve been fortunate to onboard over 20 advisors since 2021, and I’m extremely proud that our firm’s values have not only resonated among the advisor community but have been recognized by such a reputable publication as well.”

Added Greg Franks, Snowden Lane’s Managing Partner, President & COO, “We always believed that Snowden Lane could become a top destination for advisors seeking to deliver independent advice for their clients. While I’m looking forward to the next phase of our firm’s growth, our inclusion on this list only further validates that belief.”

This is the seventh 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 27 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 for six straight years, 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.

Contact:
George Arias | Partner, Managing Director
1 Alhambra Plaza, Suite 1130 • Coral Gables, FL 33134
garias@snowdenlane.com
O: +1.786.971.0422

The Caribbean Association of Banks, Inc. is the representative body and recognized voice for banks and other financial institutions in the Caribbean. We seek to influence policies and legislation which impact the sector by advocating on our members’ behalf and participating in the global network of similar institutions.

Write a comment