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LVW Advisors is honored to be recognized once again on the Forbes/SHOOK America’s Top RIA Firms 2025 list, ranking #112 – up from #116 in 2024. Now in its fourth year, the Forbes/SHOOK ranking highlights wealth management firms setting the standard for excellence in the U.S.
The methodology, developed by SHOOK Research, combines qualitative and quantitative measures, including assets under management, revenue growth, compliance records, and client service. In 2025, SHOOK received more than 50,000 nominations and conducted over 33,000 interviews with advisors and firm leaders to determine the final list.
The 250 firms honored collectively manage more than $1.9 trillion in client assets, demonstrating the strength and depth of the independent advisory community. This recognition underscores LVW Advisors’ commitment to providing thoughtful, client-focused strategies that help individuals and families achieve their financial goals.
Forbes’ America’s Top RIA Firms 2025 ranking based on data provided by LVW Advisors for the time period April 1, 2024, through March 31, 2025. No payments were made in connection with this award. Additional disclosure regarding rankings and awards can be found at lvwadvisors.com/disclosure.
