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 been named to the Financial Times (FT) 300 Top Registered Investment Advisers list for the fifth consecutive year. The list recognizes top independent RIA firms across the U.S.
With 10 offices in California, New York, Connecticut, Maryland, Texas, Florida and Pennsylvania, Snowden Lane’s national footprint continues to grow as the firm oversees $4.5 billion in client assets. The firm’s 10th office, in Coral Gables, Fla. opened this month.
“Our team is proud and humbled to once again be recognized in the Financial Times’ 300 Top RIAs list,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Like many firms in the space, we focus on growth, but not just for growth’s sake. Our philosophy has always been to operate in a way that aligns our firm’s, our advisors’ and our clients’ interests. It’s amazing how much success has followed, and we look forward to continued momentum in the months to come.”
This is the sixth annual FT 300 list to be produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
The FT graded applicants on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. There were no fees or other considerations required of RIAs that applied for the FT 300.
The average FT 300 firm has been in existence for 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.
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 offices in Pasadena and San Diego, CA; New Haven, CT; Miami, FL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. A number of the firm’s advisors have been recognized as FT 401 Top Retirement advisors, and a number by Forbes/Shook as top state 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 Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, 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.
Water & Wall Group