Snowden Lane Partners Celebrates Consistent Excellence in Finance

Snowden Lane Partners Shines in Financial Advisory Rankings

Snowden Lane Partners, an independent wealth advisory firm dedicated to a client-centered approach, has proudly secured a position on the prestigious Barron’s Top 100 Registered Investment Adviser Firms list for the fifth consecutive year. This recognition underscores the firm’s commitment to excellence and outstanding performance in the financial advisory sector.

Remarkable Growth in Rankings Over the Years

Since it first earned a spot on Barron’s esteemed rankings in 2020, Snowden Lane has experienced a notable ascent, climbing 42 places to currently rank as the 48th RIA firm nationally. This achievement reflects the firm’s dedication and hard work to enhance their services and grow their client base.

Recent Accomplishments

The past year has been particularly successful for Snowden Lane, marked by the recruitment of 13 new financial advisors who collectively brought over $1.7 billion in client assets to the firm. Furthermore, the firm expanded its geographical footprint, establishing new offices in Boca Raton, Florida, and Golden, Colorado, enhancing its ability to serve a broader clientele.

Leadership’s Response to Recognition

In response to this accolade, Rob Mooney, Managing Partner & CEO of Snowden Lane, expressed gratitude for the honor bestowed upon the firm. He noted, “This recognition is a testament to our team’s relentless efforts. We take immense pride in delivering exceptional service to our clients, and it’s rewarding to see our dedication recognized.”

Evaluation Criteria of the Barron’s Rankings

The Top 100 RIA Firms ranking is produced by Barron's and includes a thorough evaluation process integrating both quantitative and qualitative metrics. Factors assessed include managed assets, revenue potentials linked to those assets, regulatory records, diversity in staffing, technology investments, and succession planning practices.

Building a National Brand Since 2011

Since its inception in 2011, Snowden Lane has developed a strong national brand, attracting talented professionals from major financial institutions such as Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private. This influx of talent has significantly contributed to the growth and reputation of the firm.

Extensive Office Network Across the Country

With 16 offices nationwide, including key locations such as Pasadena and San Diego in California, as well as New Haven in Connecticut, and Boca Raton in Florida, Snowden Lane ensures that clients receive comprehensive financial services tailored to their specific needs. Its headquarters in New York City serves as the central hub for its operations.

Recognition Beyond Barron’s

Alongside its enduring presence in the Barron’s rankings, Snowden Lane has also been named in the 2023 and 2022 Forbes/SHOOK Top RIA Firms rankings. The firm has received accolades from USA TODAY as part of its lists for America’s Best Financial Advisory Firms for both 2024 and 2023. Moreover, Snowden Lane has proudly held a position in the Financial Times elucidated FT 300 list for six consecutive years, confirming its status as one of the premier independent advisory firms across the U.S.

About Snowden Lane Partners

Snowden Lane Partners is a nationally recognized hybrid registered investment advisor and broker-dealer dedicated to fulfilling the needs of high net-worth individuals, families, and institutional clients. The firm operates under the guidance of seasoned industry leaders, including Lyle LaMothe, Chairman of the Board of Managers, and other managing partners who are committed to fostering a client-focused culture.

Headquartered in New York City, Snowden Lane operates an SEC-registered investment advisor and a FINRA-licensed broker-dealer. Its innovative multi-custodian and multi-currency platform offers clients aggregated performance reporting and access to advanced analytical tools. The firm prides itself on providing extensive support across operational, finance, compliance, and human resources sectors to its financial advisors.

Frequently Asked Questions

What is Barron's Top 100 RIA Firms list?

This list highlights the top registered investment adviser firms in the nation based on various performance metrics and practices.

How many financial advisors joined Snowden Lane recently?

Recently, Snowden Lane recruited 13 financial advisors who collectively brought in over $1.7 billion in client assets.

Where are Snowden Lane's new offices located?

The new offices are situated in Boca Raton, Florida, and Golden, Colorado.

Who are the leaders of Snowden Lane Partners?

The firm is led by Lyle LaMothe, Rob Mooney, and Greg Franks, who guide the firm’s strategic and operational initiatives.

What services does Snowden Lane Partners provide?

Snowden Lane offers wealth advisory services to high net-worth individuals, families, and institutional clients through a hybrid advisory model.

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