Snowden Lane Partners, an independent and advisor-owned wealth advisory firm, has surpassed $15 billion in total client assets. The firm also secured a place on the Barron’s Top 100 Registered Investment Adviser Firms ranking for the seventh consecutive year. The latest milestone highlights continued growth across Snowden Lane Partners and its national wealth management business. Since the previous Barron’s ranking, the firm has increased its client assets by $2.4 billion.
In addition, Snowden Lane Partners has expanded its advisor network during the same period. The firm added five advisors and opened new offices in Houston, TX and Metuchen, NJ. The company also strengthened its presence in Coral Gables, FL. Snowden Lane Partners added two advisors to its Coral Gables office. As a result, the office now ranks as the firm’s second largest location. Only the company’s New York headquarters has a larger operation. The Coral Gables expansion also reflects Snowden Lane Partners’ continued focus on international clients.
Snowden Lane Partners has built its growth around an advisor-owned wealth management model. The firm focuses on client relationships and a values-driven culture.
“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.”
Continued Growth in Wealth Management
The recognition marks another year of inclusion for Snowden Lane Partners. It also comes as the firm continues expanding its advisor base and geographic footprint. The Barron’s ranking is now in its 11th annual edition. Barron’s independently produces the Top 100 RIA Firms ranking each year.
The ranking considers both quantitative and qualitative information. Advisory firms and regulatory databases verify the information used during the evaluation process.
Barron’s Top 100 RIA Firms Ranking
The evaluation considers several aspects of wealth management firms. These factors include assets under management and the revenue generated from those assets. The ranking also reviews regulatory records and staffing levels. Diversity forms another part of the evaluation.
In addition, Barron’s considers technology spending and succession planning. These factors provide a broader view of each registered investment adviser firm’s operations. Snowden Lane Partners’ seventh consecutive appearance adds to its established presence within the RIA industry. The recognition also comes alongside continued business expansion.
Since its founding in 2011, Snowden Lane Partners has developed a national wealth management brand. The firm has attracted financial advisors and wealth management professionals from major financial institutions. Its advisor recruitment includes professionals from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private.
Today, Snowden Lane Partners employs more than 150 professionals nationwide. The workforce includes 83 financial advisors across 16 offices.
Expanding Its National Advisor Network
The firm’s latest growth reflects its broader expansion strategy. New offices in Houston and Metuchen extend its national presence. Meanwhile, its Coral Gables operation continues supporting clients with international needs. The addition of two advisors further strengthens that office’s capabilities.
The firm now manages more than $15 billion in total client assets. That milestone represents a significant increase from the previous year’s ranking period. Snowden Lane Partners has also continued investing in its advisor network. Its expansion brings additional financial professionals into the firm’s independent wealth advisory platform.
The latest recognition reflects trust from both advisors and clients, the company said. Trust remains at the heart of its business. And its ongoing presence on the Barron’s list is the result of years of business development. The firm has stayed focused on advisor support and client-focused wealth management.
Snowden Lane Partners has 16 offices across the country and continues to grow. Its network now serves financial advisors and clients across several U.S. markets. The $15 billion mark in client assets also underscores recent momentum for the firm. The latest expansion includes recruiting advisors, geographic expansion and more client assets.
That makes Snowden Lane Partners a seven-time, consecutive entrant on the Barron’s Top 100 RIA Firms list. The firm continues to grow its national footprint and expand its wealth advisory business.
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News Source: Businesswire.com
