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Snowden Lane Partners Recruits Hybrid RIAs in Colorado, Florida

The newest additions are the 2nd and 3rd teams to jump to Snowden Lane from within the independent channel. ....

New-hampshire , United-states , Denver , Colorado , London , City-of , United-kingdom , New-york , Connecticut , Coral-gables , Florida , Philadelphia

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. ....

New-hampshire , United-states , Miami , Florida , Pennsylvania , Philadelphia , Greg-franks , Douglas-gill , David-armstrong , William-trey-jones , Upland-group , Charles-schwab

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. ....

New-york , United-states , Pepper-pike , Ohio , New-hampshire , Willingdon , East-sussex , United-kingdom , Texas , Philadelphia , Pennsylvania , Lebanon