Snowden Lane Partners, an independent, advisor-owned, wealth
advisory firm dedicated to providing client-focused advice in a
values-driven culture, today announced that 10 of the firm’s
financial advisors have been recognized by AdvisorHub in the
publication’s 2024 Advisors to Watch ranking, marking a new record
for the firm:
- Larry Barocas, Strategic Management Group
- Alex Bryer, Riverstone Capital Wealth Group
- Keary Castleberry, The Castleberry Advisory Group
- Jesse Clinton, Veritas Private Wealth Management Group
- Tom Conway, Fieldstone Family Advisors
- Stephen Fordyce, Sound Advisory Group
- Jon LaMothe, The LaMothe-Gonzalez Group
- Loretta Manzanares, The Hoffman Manzanares Group
- Armando Ureña, Ureña Wealth Management Group
- Luis Vegas, The Cannon Vegas Group
Separated into multiple subcategories, the Advisors to Watch
rankings evaluate financial professionals based on their scope of
practice, measured by assets, production and level of service;
growth of practice, consisting of year-over-year growth in assets,
households and production; and professionalism, which includes
regulatory record, community service and team diversity. This
year’s iteration of the rankings garnered nominations from 339
firms.
Fordyce and Manzanares were recognized among the 150 Advisors to
Watch Over $1B and the 100 Women Advisors to Watch, respectively,
while Castleberry was honored on the list of 100 Solo Advisors to
Watch for the third consecutive year. The remaining Snowden Lane
advisors were named among the 250 Advisors to Watch Under $1B.
This also marks the third year in a row that Bryer and Ureña
were included in the ranking, while LaMothe and Manzanares were
honored for the second consecutive year.
“Each of these advisors deserve this recognition, as they truly
represent Snowden Lane’s values and dedication to personalized
client service,” said Rob Mooney, Managing Partner & CEO of
Snowden Lane Partners. “We’re extremely fortunate to have quality
advisors, such as this group, as key members of our firm. As
always, it’s rewarding to see their work recognized by such a
reputable publication.”
Added Greg Franks, Managing Partner, President & COO:
“Witnessing the work our advisors do behind the scenes is one of
the most gratifying parts of this job. I’m thrilled that each of
their individual efforts is being recognized publicly, as they are
the people that make Snowden Lane a true wealth management
destination. I’m very proud of this group, as they represent just a
small sample of our firm’s dedication to ensuring clients reach
their individual financial goals.”
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, 87 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 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.
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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Kevin Santo Water & Wall snowdenlane@waterandwall.com