LVW Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
67 Monroe Ave, Pittsford, New York, 1453...Phone Number
(585) 267-4900Website
www.lvwadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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1
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1
About LVW Advisors
LVW is an SEC-registered investment advisor that maintains a principal office in the state of New York. This registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Firm may transact business only in those states in which it has filed notice or qualifies for a corresponding exception from applicable notice filing requirements.Explore more
LVW Advisors Org Chart
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Company Profile Activity
Activity Insights
LVW Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
LVW Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LVW Advisors.
LVW Advisors Tech Stack
A closer look at the technologies used by LVW Advisors
Most Recent Scoops
Award
Award
Project
A mid-level source has indicated that integrating to a new customer relationship management (CRM) system is the operations department's biggest priority over the next three months.
CRM
Pain Point
A mid-level source in facilities management has indicated that the organization is experiencing challenges related to vendor management & tracking. Kimberly DeWitt currently serves as Client Operations Specialist.
Contingent Workforce, Facilities Management
Pain Point
A mid-level source in facilities management has indicated that the organization is experiencing challenges related to modular workspace.
Facilities Management
Facilities Relocation / Expansion
Project
Facilities Management
LVW Advisors News & Media
LVW Advisors CEO Ranked on Barron’s 2026 Top 1500 Financial Advisors List
LVW Advisors CEO Lori Van Dusen ranked #92 nationally on Barron’s 2026 Top 1,500 Financial Advisors list, marking her sixth consecutive year.LVW Advisors CEO Ranked by Forbes as #1 Woman Wealth Advisor in New York State, #9 Nationally
Lori Van Dusen of LVW Advisors ranks #1 Woman Wealth Advisor in New York and #9 nationally on Forbes’ 2026 Top Women Advisors list.LVW Advisors CEO Earns Top Spot in New York, Climbs National Rankings on Forbes 2025 Lists
Lori Van Dusen No. 1 in New York State, No. 84 on Top 250 List Nationwide Lori Van Dusen No. 1 in New York State, No. 84 on Top 250 List NationwideLori Van Dusen Ranked as New York State’s #1 Woman Wealth Advisor by Forbes
The LVW Advisors CEO also named #11 nationally among female advisors The LVW Advisors CEO also named #11 nationally among female advisors
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Frequently Asked Questions Regarding LVW Advisors
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LVW is an SEC-registered investment advisor that maintains a principal office in the state of New York. This registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Firm may transact business only in those states in which it has file... Read More
