Snowden Lane Partners’ Financial Advisors Named to the 2022 Forbes Best-In-State Wealth Advisors List

NEW YORK, May 04, 2022–(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 that John DiCiaccio and Alex Bryer have been named to the 2022 Forbes/SHOOK Best-In-State Wealth Advisors list.

DiCiaccio serves as Senior Partner and Managing Director on The DiCiaccio Team, based in Snowden Lane’s Pasadena, CA office. He specializes in working with families and organizations across investment and liability management, in addition to estate, retirement and financial planning.

Bryer works in the firm’s Bethesda, MD office, serving as Senior Partner and Managing Director with The Riverstone Capital Wealth Group, and provides advisory, brokerage and investment management services to wealth advisory clients.

“It is always rewarding to see our teams recognized for their hard work by such a reputable publication,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “John and Alex have made an outstanding impact since joining our firm, and more importantly, they have shown intense dedication to their clients and have consistently helped them achieve their financial goals. This recognition is well-deserved.”

Snowden Lane manages approximately $9 billion in total client assets and has continued to expand its national footprint in the wealth advisory space, with 122 total employees across 12 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY, as well as its New York City headquarters.

Snowden Lane has added several advisor teams and a senior investment solutions professional over the past month, continuing its strong recruiting momentum after 2021 saw the firm expand its headcount by 27% and add an additional $1.8 billion in net assets.

The Forbes/SHOOK Best-In-State Wealth Advisors list features more than 6,500 advisors managing a collective $10 trillion in client assets. After receiving nearly 35,000 nominations across banks, brokerages, custodians, insurance companies and clearing houses, advisors were selected to complete follow-up surveys and ultimately chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

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 Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm was also included in the Barron’s 2021 and 2020 Top 100 RIA Firms ranking, as well as RIA Channel’s 2022 Top 50 Wealth Managers by Asset Growth. A number of the firm’s advisors have been recognized as FT 401 Top Retirement 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 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 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220504006134/en/

Contacts

Kevin Santo
Water & Wall
516-506-8560
kevin@waterandwall.com

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