Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that seven of the firm’s financial advisors have been named to the 2024 Forbes/SHOOK Best-In-State Wealth Advisors list.
The sixth annual iteration of the state-by-state ranking features more than 7,000 advisors, who collectively oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, as 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. A link to the full methodology is available here.
The following Snowden Lane advisors were included in the 7,000-person list:
- Armando Urena – Coral Gables - Florida (Miami, HNW)
- Alex Bryer – Bethesda - Maryland (State)
- John DiCiaccio – Pasadena - California (Los Angeles, HNW)
- Steve Fordyce – New Haven (Connecticut, HNW)
- Eric Watson – Baltimore - Maryland (Baltimore)
- Mark Stevens – Baltimore - Maryland (Baltimore)
- Phil Lazzari – Baltimore - Maryland (Baltimore)
“It’s always humbling to be recognized by a quality publication such as Forbes,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “Our team’s dedication to their clients’ unique needs is what makes Snowden Lane a premier wealth management destination. The seven advisors included on this list are strong representatives of our firm’s broader philosophy of putting clients’ financial goals above all else, and this is certainly a well-deserved honor for them.”
Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others.
Snowden Lane employs 149 total professionals, 86 of whom are financial advisors, across 16 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Boca Raton, Fort Lauderdale and Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH; Golden, CO, as well as its New York City headquarters.
The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2023 and 2022 Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to its 2023 list of America's Best Financial Advisory Firms and 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.
The firm 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 as an SEC registered investment adviser and a FINRA licensed broker-dealer. Snowden Lane 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.
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Contacts
Kevin Santo
Water & Wall
516-506-8560
snowdenlane@waterandwall.com
