LVW Advisors Ranked Among Financial Times’ Top 300 Registered Investment Advisors

Focus Financial Partners congratulates LVW Advisors for being recognized in Financial Times' Top 300 Registered Investment Advisors.

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New York, NY (PRWEB) July 08, 2014

Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today congratulates LVW Advisors, a Pittsford, NY-based Partner firm, for being recognized in the first annual “Financial Times Top 300 Registered Investment Advisors” ranking by the Financial Times, a leading financial industry publication. LVW has received several honors for their outstanding services. Ms. Van Dusen, LVW founder, has been regularly featured on Barron’s lists including Barron's “Top 100 Financial Advisors” and “Top 100 Women Financial Advisors,” as well as being named Institutional Investor’s Nonprofit Consultant of the Year.

"Focus is extremely proud of LVW Advisors for being recognized on the inaugural FT 300 list, and we celebrate their accomplishments," said Rajini Kodialam, Co-founder and Managing Director of Focus. "This prestigious ranking is another testament to the caliber of LVW team and the independent wealth management industry as a whole."

In 2011, founder Lori Van Dusen chose to breakaway from traditional banks and wirehouses, and independently founded LVW Advisors, a registered investment advisory firm (RIA). Since then the team has grown, including the recent addition of Wells Fargo team, Zappia Family Wealth. With this team of experienced financial advisors, LVW specializes in providing customized investment management solutions and comprehensive wealth management plans for institutional investors, and high- and ultra-high-net-worth individuals and families.

“It’s a great honor to be recognized as one of the top 300 RIA firms by the Financial Times,” said Joe Zappia, Principal and Co-CIO at LVW. “Our repeated appearances on these lists reflect our continued commitment to our clients, our team, and the pursuit of excellence in client service to institutions and families alike.”

The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, firm’s years in existence, credentials, and accessibility.

  • Assets under management: signals experience managing money and client trust.
  • AUM growth rate: growing assets is a proxy for performance, as well as for asset retention and ability to generate new business.
  • Firm’s years in existence: indicates reliability as a firm and experience managing assets through varying market environments.
  • Compliance record: provides evidence of past client disputes; a string of complaints can signal potential problems.
  • Industry certifications: shows technical and industry knowledge, obtaining these designations signals to clients professional commitment to investment skills.
  • Online accessibility: illustrates commitment to providing investors with easy access and transparent contact information.
Neither the RIA firms nor their employees pay a fee to The Financial Times for inclusion in the FT 300.

About LVW Advisors:

Based in Rochester, New York, LVW Advisors is an independent Registered Investment Advisor. Led by a team of experienced financial advisors, the firm specializes in providing customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals, and family offices. For more information about LVW Advisors, please visit http://www.LVWAdvisors.com

About Focus Financial Partners:

Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With approximately $300 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers, and institutions with wealth management, benefit, and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics, and best practices of the market leader to achieve their business objectives. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information about Focus Financial Partners, please visit http://www.focusfinancialpartners.com.


Contact

  • Raina Gajjar
    FTI Conslting
    +1 (212) 850-5724
    Email