67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
LVW Advisors has been recognized in the prestigious Forbes/SHOOK America’s Top RIA Firms list for 2024, ranking No. 116, up from No. 163 in 2023. The rankings, developed by SHOOK Research, are based on a combination of qualitative and quantitative criteria, including revenue trends, assets under management, compliance records, industry experience, and client engagement practices. To qualify, advisors needed at least seven years of experience, a fully operational practice for a minimum of one year, a fiduciary model, and a clean compliance record. With more than 46,200 nominations and 25,000 firms invited to participate, LVW Advisors’ dedication to wealth management best practices and community involvement played a key role in achieving this honor.
Forbes‘ America’s Top RIA Firms 2024 ranking based on data provided by LVW Advisors for the time period April 1, 2023 through March 31, 2024. No payments were made in connection with this award. Additional disclosure regarding rankings and awards can be found at lvwadvisors.com/disclosure.
