LVW Advisors Ranked Among America’s Top 1,200 Financial Advisors by Barron’s

Share Article

The Focus partner is one of the three upstate firms among New York's top 25 advisors

Lori Van Dusen, CEO & CIO of LVW Advisors

Past News Releases

RSS

Focus Financial Partners, LLC, the leading international partnership of independent wealth management firms, today congratulates LVW Advisors, a Pittsford, NY-based partner firm, for being recognized in Barron’s list of America’s Top 1,200 Financial Advisors. The annual state-by-state listing features the best advisors in the country. LVW is one of the three upstate firms among New York's top 25 advisors.

The Barron’s ranking, covering Wall Street firms and independent RIAs, shines a light on advisors who demonstrate exceptional accomplishments in their field. Factors taken into consideration include assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The data is provided by over 4,000 of the nation's most productive advisors. New York is among the most prestigious state listings because of the large number of advisors based in the region.

“Under Lori’s leadership, LVW Advisors has been committed to the pursuit of excellence since its inception. We are very proud of the team’s accomplishments,” said Rajini Kodialam, Co-Founder and Managing Director of Focus Financial Partners. “The recognition reflects the firm’s best-in-class client solutions and long-standing leadership in the field.”

Considered one of the leading investment advisors in the country, Lori Van Dusen, founder of LVW, has been repeatedly featured in Barron’s lists of “Top 100 Independent Financial Advisors” and “Top 100 Women Financial Advisors” as well as Institutional Investor’s Nonprofit Consultant of the Year. In addition, Lori was named to the Financial Times’ lists of “Top 300 RIAs” and “Top 100 Women Financial Advisors” in 2014.

Prior to founding LVW Advisors, Lori led the CitiGroup/Smith Barney Institutional Consulting group as the Managing Director. In 2011, Lori chose to break away from traditional banks and wirehouses and independently founded LVW Advisors, a Registered Investment Advisory Firm (RIA).

With a team of experienced financial advisors, LVW specializes in providing customized investment management solutions and comprehensive wealth management plans for entrepreneurs and business owners of significant net worth, as well as institutions in the education and healthcare fields.

###

About Focus Financial Partners, LLC
Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With more than $325 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, 2010 and 2014. 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

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Daijing Lin