67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
LVW Advisors is honored to be recognized in Financial Advisor Magazine’s 2026 RIA Ranking, which highlights independent registered investment advisory firms across the country. Financial Advisor Magazine’s annual survey reflects data reported by participating firms and provides insight into the growth and scale of the independent advisory profession.
Our focus remains helping clients make thoughtful financial decisions, navigate periods of uncertainty, and remain aligned with their long-term goals. We believe successful wealth management is built on discipline, perspective, and a deep understanding of each client’s unique circumstances.
Based in Pittsford, New York, LVW Advisors provides wealth management, investment management, and financial planning services to affluent individuals, families, business owners, and nonprofit organizations nationwide. Our team works alongside clients to help simplify complexity, manage risk thoughtfully, and make informed decisions across generations.
Our approach is grounded in independent research, long-term thinking, and a commitment to helping clients focus on what matters most. Whether we are evaluating market conditions, helping a family navigate a major life transition, or advising a nonprofit organization, our role is to provide perspective when it is needed most.
For those interested in our market and investment outlook, we invite you to explore the latest edition of The Serious Investor, our quarterly newsletter featuring insights from the LVW investment team:
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We are grateful for the confidence our clients place in us and proud of the team members whose dedication makes that trust possible each day.
Ranking published by Financial Advisor Magazine July 2026 based on data provided by LVW Advisors for the time period January 1, 2025 through December 31, 2025. No payments were made in connection with receiving or using this award. Please see additional information and disclosures here: https://lvwadvisors.com/disclosure/
