Broker Check

RECOGNITION

Forbes/SHOOK "Best-In-State Wealth Management Teams"
These groups of experienced wealth managers have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. The list features more than 4,100 teams with cumulative assets of roughly $5.1 trillion. 

  • The Matthews Snyder Group - 2023
  • The Matthews Snyder Group - 2024*


*published on January 9, 2024. Rankings based on data as of March 31, 2023

Forbes "Best-In-State Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing. 

  • Loren A. Snyder - 2021, 2022, 2023 & 2024*


*published April 3, 2024. Rankings as of June 30, 2023

Forbes "Best-In-State Next-Gen Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing. 

  • Loren A. Snyder - 2022*


*published August 3, 2022. Rankings as of December 31, 2021

Forbes "America's Top Next-Gen Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing. 

  • Loren A. Snyder - 2021, 2023*


*published August 8, 2023. Rankings as of March 31, 2023

Financial Planning On Wall Street Top 40 Under 40
Each year On Wall Street recognizes the hard work of the industry’s elite young talent with the Top 40 under 40 list. The Top 40 Regional Brokers Under 40 produce $87.3 million in collective annual revenue at an average of $2.2 million per representative in trailing 12-month production while managing $15.3 billion in client assets. 

  • Loren A. Snyder - 2018, 2019, 2021 & 2022*


*published February 2, 2022. Rankings as of September 31, 2021

Baird Associate Financial Advisor All-Star Award
Associate Financial Advisors recognized based on outstanding performance, contribution to team growth metrics, leadership, client engagement, relationship development, and service to community. 

  • Alyce Zollman - 2021