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 that two of its advisors have been have been included in Forbes’ 2020 Best-in-State Wealth Advisors List, which ranks leading financial advisors in each state. Those selected include:
- Alex Bryer, Senior Partner and Managing Director in Bethesda, MD
- John DiCiaccio, Senior Partner and Managing Director in Pasadena, CA
Out of the nearly 32,000 nominations received, this year’s Best-In-State Wealth Advisors list recognizes nearly 4,000 top advisors across the country. Those chosen were thoroughly researched, interviewed, and then assigned a ranking within their respective states and markets.
“Our team couldn’t be prouder of Alex and John for being recognized as two of the top advisors in their respective states,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Both of them continue to demonstrate what it means to be a true leader in this industry, both through their dedication to client service and in nurturing and growing a positive and forward-thinking culture for their teams, and we look forward to supporting their future success.”
The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of quantitative data and qualitative criteria, which is mostly gained through telephone and in-person due diligence interviews. Advisors who are considered must have a minimum of seven years’ experience. Once advisor eligibility is determined, the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and also assesses advisors’ embodiment of industry best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.
For more information or to view the full list of advisors recognized, click here.
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 Directors, Rob Mooney, Managing Partner and 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.