Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking
September 2020 - Press Release
The Annual Ranking Recognizes Top Independent RIA Firms
New York, NY – September 14, 2020 – 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 2020 Top 100 RIA Firms ranking for the first time. The list recognizes and ranks the top independent RIA firms across the U.S.
“Our entire team is beyond proud to be recognized by Barron’s as a top RIA,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Snowden Lane was created around the philosophy that clients come first, and are served best in a values-driven, boutique culture. This recognition is proof that by sticking to that vision and never wavering from our commitment to those values, good things would come.”
With 11 offices in California, New York, Connecticut, Maryland, Texas, Florida, Illinois and Pennsylvania, Snowden Lane’s national footprint continues to grow as the firm oversees more than $5.5 billion in client assets.
“We’re excited to be included among such a robust group of our industry peers,” added Greg Franks, Managing Partner, President & COO of Snowden Lane. “We know that building a successful advisory firm for the future requires us to operate and think differently than our industry has in the past, and we’re committed to creating a partnership that will continue to attract the best talent in the business.”
The Barron’s Top 100 RIA Firms List is published by Barron’s each year in September to shine a spotlight on the nation’s best independent advisory firms, with an eye towards raising standards in the industry. To be eligible, firms are required to fill out an 86-question survey about their practice, including firm assets, revenue, quality of practice, technology spending, staff diversity and succession planning. Firms needed to be registered with the SEC, have a minimum of $1 billion in assets under management, and primarily serve private-wealth clients. Barron’s then verifies the data and applies a proprietary formula to generate their ranking. To view the full ranking in Barron’s, click here.
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 firm has 11 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. 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.snowdenlane2.wpengine.com.
Contact: Reed Schneider
Water & Wall