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Snowden Lane Surpasses $1B in Recruited Assets in 2023

The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.

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RIA Roundup: Savant Acquires $3.3B Capital Directions

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

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Snowden Lane Adds New Advisor Group, Custodian

The RIA intends to take a breather after onboarding TD Ameritrade and more than 10 new advisors in 2022.

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