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Snowden Lane Partners Surpasses $15 Billion in Client Assets, Marks Seventh Consecutive Year on Barron's Top 100 RIA Firms List

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 surpassed $15 billion in total client assets and has been named to the Barron's Top 100 Registered Investment Adviser Firms ranking for the seventh consecutive year.

The $15 billion milestone caps a period of sustained growth for the firm. Since last year's ranking, Snowden Lane has added $2.4 billion in client assets. The firm has also added five advisors and established new offices in Houston, TX and Metuchen, NJ. Snowden Lane added two advisors in its Coral Gables, FL office, demonstrating its continuing commitment to serving international clients. The Coral Gables office is now Snowden Lane's second largest, behind only its New York headquarters.

“This is a proud moment for our firm, built through years of consistent, reliable work,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “This recognition is a testament to the fact that advisors trust us to support their business, while our clients trust those advisors with their futures. We're extremely grateful for both and never take their faith in us for granted.”

This is the 11th annual Top 100 RIA Firms ranking produced independently by Barron's. The list evaluates firms using quantitative and qualitative data verified by advisory firms and regulatory databases, including assets under management and the revenue those assets generate, regulatory record, staffing levels and diversity, technology spending, and succession planning. Full methodology is available here.

Since its founding in 2011, Snowden Lane has built a national brand, attracting financial advisors and wealth management professionals from firms including Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private. The firm employs over 150 professionals, including 83 financial advisors, across 16 offices nationwide.

About Snowden Lane Partners

Snowden Lane is headquartered in New York City and operates an SEC-registered investment adviser and a FINRA-licensed broker-dealer. The firm provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane 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.

Contacts

Kevin Santo
Water & Wall
snowdenlane@waterandwall.com

Snowden Lane Partners


Release Summary
Snowden Lane Partners has surpassed $15 billion in client assets and been named to the Barron's Top 100 RIA Firms for the seventh consecutive year.
Release Versions

Contacts

Kevin Santo
Water & Wall
snowdenlane@waterandwall.com

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