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 included in the Barron’s Top 100 Registered Investment Adviser Firms for 2025. This marks the sixth consecutive year that the firm has been recognized within the Barron’s rankings.
“We’re honored to see our firm recognized again this year, as Barron’s carries a tremendous reputation in our industry,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “This is a deserved recognition for our team, who have collectively achieved tremendous milestones as a firm over the past year, though those milestones wouldn’t be possible without many individual efforts. This is an honor we take pride in, and we’re grateful to our clients who continue to place their trust in us each day.”
With the recognition, Snowden Lane has punctuated what has been a period of growth and momentum for the firm.
The firm bolstered its business development team in June, adding Rob Russak and Dana Crane as Managing Director of Business Development and Director of Recruiting, respectively. Beyond that, Snowden Lane appointed three Senior Partner Advisors to national, firmwide roles this year, continually evolving its advisor-centric business model. The firm also continued to build client assets with the addition of nearly $1.5 billion in client assets year to date.
In 2024, the firm achieved record profitability, recording 30% year-on-year revenue growth, and began the year by providing liquidity to vested advisor owners, who were able to realize up to 40% of their equity holdings at an attractive valuation.
This is the 10th annual Top 100 RIA Firms ranking to be produced independently by Barron’s. The list evaluates firms using both quantitative and qualitative data verified by advisory firms and regulatory databases, including the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning. The full methodology is available here.
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 152 total professionals, 81 of whom are financial advisors, across 14 offices around the country: Pasadena and San Diego, CA; Boca Raton, Fort Lauderdale and Coral Gables, FL; Chicago, IL; Pittsburgh and Philadelphia, PA; Baltimore, Ocean City and Bethesda, MD; San Antonio, TX; Buffalo, NY; Golden, CO, as well as its New York City headquarters.
The firm has been included in Barron’s Top 100 RIA Firms ranking since 2020, in addition to the 2024, 2023, and 2022 Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to its 2024 and 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. Additionally, a number of the firm’s advisors have been recognized across multiple categories on AdvisorHub’s Advisors to Watch list since 2022.
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 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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