67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F
Back to Blog

LVW Advisors Ranked one of America’s Top RIA Firms in Forbes/SHOOK 2023 List

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.

View the full rankings list >


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.


Ready to get serious about your investments?

LVW Advisors (“LVW”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of LVW by the SEC nor does it indicate that LVW has attained a particular level of skill or ability. This website https://lvwadvisors.com is owned and operated by LVW Advisors. LVW offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.