Snowden Lane Partners Marks a New Milestone After Surpassing $15 Billion in Client Assets. For the firm, this figure represents a record achieved as “a result of a period of sustained growth.” Reflecting this expansion, the company has added five advisors and opened new offices in Houston, Texas, and Metuchen, New Jersey. Furthermore, it integrated two new advisors into its Coral Gables, Florida office, underscoring its ongoing commitment to serving international clients. According to the firm, the Coral Gables branch is now the company’s second-largest, behind only its headquarters in New York.
“This is a moment of immense pride for our firm, the fruit of years of steady and rigorous effort. Additionally, for the seventh consecutive year, we have been included in the Barron’s Top 100 Registered Investment Adviser Firms list. This recognition demonstrates that advisors trust us to support their business, while our clients entrust their futures to those advisors. We are deeply grateful for both and never take the trust placed in us for granted,” noted Rob Mooney, Managing Partner and Chief Executive Officer (CEO) of Snowden Lane Partners.
The firm highlighted that, since its founding in 2011, it “has established itself as a brand, attracting financial advisors and wealth management professionals from firms such as Morgan Stanley, Merrill Lynch, UBS, J.P. Morgan, Raymond James, Wells Fargo, and Fieldpoint Private.” Currently, the company employs over 150 professionals, including 83 financial advisors across 16 offices in the United States.
