We are thrilled to share that LVW Advisors was ranked on this year’s Forbes/SHOOK list of America’s Top RIA Firms. The top 250 firms from across America were selected from over 23,000 nominees that were invited to complete the online survey.
The list, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, along with quantitative data. Factors such as revenue trends, assets under management, compliance records, industry experience, and the firm’s approach to working with and servicing clients are considered during the evaluation process.
Forbes’ America’s Top RIA Firms awarded October 2023 based on data provided by LVW Advisors for the time period March 31, 2022 through March 31, 2023. No payment was made by LVW Advisors to be considered for or to receive this award. LVW Advisors paid a fee in 2023 for promotional materials related to the award. Additional information and disclosures can be found here.