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 Alex Bryer and John DiCiaccio have been named to the 2023 Forbes/SHOOK Best-In-State Wealth Advisors list.
Bryer currently serves as Senior Partner and Managing Director with The Riverstone Capital Wealth Group, based in Snowden Lane’s Bethesda, MD office. Bryer joined Snowden Lane in 2015 following a 19-year career at Merrill Lynch. He provides advisory, brokerage and investment management services to wealth advisory clients.
DiCiaccio was a founding partner at Snowden Lane, a founding member of The DiCiaccio Team at Snowden Lane and is currently a Senior Partner and Managing Director. Based in Snowden Lane’s Pasadena, CA office, he has 35 years of experience developing specialized investment and liability management strategies for families and organizations, in addition to providing estate, retirement and financial planning solutions.
“Alex and John have consistently proven they are industry-leading advisors, delivering solutions and sound advice unique to each of their clients’ needs,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “This is a well-deserved honor, and it’s always humbling to see a reputable publication like Forbes recognize our advisors for their hard work and dedication.”
Snowden Lane manages over $9.5 billion in total client assets and has continued to expand its national footprint in the wealth advisory space, most recently opening its 13th office nationwide.
The firm employs 137 total professionals, 75 of whom are financial advisors, across 13 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; Buffalo, NY; Lebanon, NH, as well as its New York City headquarters.
The Forbes/SHOOK Best-In-State Wealth Advisors list features more than 7,000 advisors managing a collective $11 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
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, Fieldpoint Private and Wells Fargo, among others.
The firm is included in Barron’s 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2022 Forbes/Shook Top RIA Firms ranking. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 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 an SEC registered 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.