Top Wealth + Best-in-State · rank 1 · Pittsford, New York · listed firm: LVW Advisors
Identity & firm
- Firm — LVW Advisors, LLC (high)
- “LVW ADVISORS, LLC” — sec_finra_regulatory
- Parent company — Focus Financial Partners (high)
- “Name of entity where books and records are kept: FOCUS FINANCIAL PARTNERS” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “Status: Active in investment advisory (IA scope) - FINRA registrations: 0 approved” — sec_finra_regulatory
- “As a Registered Investment Adviser, we are obligated to place the interests of our clients first.” — firm_official
- Team name — LVW Advisors (medium)
- “Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm serving wealthy families, individuals, and nonprofit institutions across the United States.” — firm_official
- Team size — 19 (high)
- “Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers. 19” — sec_finra_regulatory
- CRD — 1556941 (high)
- “Name: "LORI ANN VAN DUSEN"
CRD Number: 1556941
Current Firm: "LVW ADVISORS, LLC" located in Pittsford, NY 14534” — sec_finra_regulatory
- Years experience — 39 (high)
- “Lori began her investment advisory career in 1987 with Shearson Lehman Brothers” — firm_official
- “An advocate of client-focused strategies for more than 30 years” — firm_official
- Designations — CIMA (high)
- “Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute®” — firm_official
Book of business
- Team AUM ($M) — 2300 (high)
- “Team Assets (Custodied): $2.3B” — forbes_shook
- “Discretionary: (a) $ 1,896,566,719 (d) 2,397” — sec_finra_regulatory
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $5-438M” — forbes_shook
- Client niche — multigenerational wealthy families and nonprofit institutions (high)
- “We help multi-generational families and individuals define their goals, execute a plan to safeguard their finances, and achieve their financial and life objectives.” — firm_official
- “Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm serving wealthy families, individuals, and nonprofit institutions across the United States.” — firm_official
- Custodians — Charles Schwab & Co., Inc. (high)
- “Legal name of custodian: CHARLES SCHWAB & CO., INC.” — sec_finra_regulatory
- Fee model — aum_fee (medium)
- “E. You are compensated for your investment advisory services by (check all that apply): (1) A percentage of assets under your management” — sec_finra_regulatory
Positioning & marketing
- Website url — https://lvwadvisors.com/our-team/lori-van-dusen-cima/ (high)
- Value proposition (verbatim) — Wealth management for a changing world. Built for complex markets. Guided by enduring principles. (high)
- “Wealth management for a changing world.” — firm_official
- “Built for complex markets. Guided by enduring principles.” — firm_official
- Differentiators — We are your Financial Quarterback., Our process is evidence based – we start with a blank sheet of paper and a conversation., As fiduciaries, we prioritize your interests above all else., We use our open-source research platform to collect varied, sophisticated and nuanced views, We partner with specialists across many industries including legal, banking, insurance, accounting, and estate planning. (high)
- “We are your Financial Quarterback.” — firm_official
- “Our process is evidence based – we start with a blank sheet of paper and a conversation.” — firm_official
- Content marketing — active (high)
- “"Beyond Stocks and Bonds: Rethinking Diversification for the Modern Portfolio" – August 7, 2026” — firm_official
- Has podcast — no (medium)
- “Lori Van Dusen Speaks with Michael Kitces, Host of Financial Advisor Success” — firm_official
- Books published — 1 (high)
- “Running with Grace: A Wall Street Insider's Path to True Leadership, a Purposeful Life, and Joy” — firm_official
- Linkedin url — https://www.linkedin.com/in/lorivandusen/ (high)
- “Headline: Founder & CEO of LVW Advisors, a registered investment advisory firm serving wealthy individuals and families. Based in Pittsford, New York.” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Lori Van Dusen's Post - LVW Advisors” — social_or_third_party_db
- Press awards — Barron's Financial Advisor Hall of Fame inductee (2019), Barron's 2026 Top 100 Women Financial Advisors, CEO of the Year, Institutional Investor's RIA Intel (2022), Rochester Business Journal Power 100 (2021–2026), Rochester Business Hall of Fame inductee (2019) (high)
- “inducted into Barron's Financial Advisor Hall of Fame” — firm_official
- “CEO of the Year by Institutional Investor's RIA Intel” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://lvwadvisors.com/wp-content/themes/lvw-advisors/resources/images/png/logo-main.png (high)
- Visual brand notes — Dark navy/charcoal backgrounds, white type, gold accents on award badges; serif-plus-sans pairing, restrained modern-financial aesthetic. (medium)
- “Wealth management for a changing world.” — firm_official
