LVW Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$2.5B

Discretionary

$1.9B

77% of AUM

Avg account

$942K

Accounts

2,625

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 159403
Registered since: October 28, 2011
Website: lvwadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI61.7%
Corporations / Businesses25.11%
Charitable Organizations9.41%
Individuals3.51%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LVW Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2011. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that uses external managers in addition to directly managed portfolios. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting-related services, and the selection of other advisers. Beyond investment management, LVW conducts insurance brokerage and other financial product sales. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees, and other fee types. The firm does not describe itself as an active ESG investor. It has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ America's Top RIA Firms lists in 2023 and 2024.