LVW Advisors
LVW Advisors is an independent, federally registered investment advisory firm in Pittsford, New York, founded in 2011 by Lori Van Dusen. It manages approximately $2.4 billion for wealthy families, individuals, and nonprofit institutions across 32 U.S. states.
- Company typePrivate
- Founded2011
- HeadquartersPittsford, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What LVW Advisors does
LVW Advisors, LLC is an independent, federally registered investment advisory firm headquartered in Pittsford, New York. Founded in 2011 by Lori Van Dusen after her departure from Citigroup Smith Barney, the firm serves wealthy families and individuals alongside institutional clients, including nonprofit organizations, foundations, endowments, and pension plans, across 32 U.S. states. As of December 31, 2025, the firm reported approximately $2.4 billion in assets under management, delivered through a team of about 20 dedicated employees with senior advisors averaging more than 23 years of industry experience.
The firm's core offerings are investment advisory, financial planning, and institutional investment consulting, integrated under a goals-based wealth management framework. Underpinning the service is an open-source research platform that aggregates varied market views without affiliation to any specific fund family, supporting both passive and active investment strategies selected on conviction. Operations rely on standard RIA infrastructure: Tamarac for client portfolio reporting, eMoney for financial planning, and Charles Schwab as primary custodian. The firm also operates a 'financial quarterback' model, coordinating with third-party specialists across legal, banking, insurance, accounting, and estate planning disciplines to deliver comprehensive wealth management.
LVW's revenue model is fee-based advisory services billed on an annual cadence, with personalized, quote-based pricing that is not publicly disclosed. Distribution is entirely direct and relationship-driven, supported by content marketing (a quarterly 'The Serious Investor' newsletter, topical whitepapers on themes such as infrastructure and responsible investing), community sponsorships, webinars, podcasts, and sustained recognition in Barron's and Forbes advisor rankings. The firm is privately held and founder-controlled, with no external funding, parent company, or institutional investor identified.
LVW Advisors firmographics
Firmographics- Name
- LVW Advisors
- Legal name
- LVW Advisors, LLC
- Website
- https://lvwadvisors.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- LVW Advisors is an independent, federally registered investment advisory firm in Pittsford, New York, founded in 2011 by Lori Van Dusen. It manages approximately $2.4 billion for wealthy families, individuals, and nonprofit institutions across 32 U.S. states.
- Ownership category
- akta.pro rank
LVW Advisors industry classification
Industry- Product category
- Wealth Management & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
Keywords
Where LVW Advisors is headquartered
LocationHeadquarters
- HQ city
- Pittsford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LVW Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Services: Fee-based investment advisory services provided to wealthy families, individuals, and nonprofit institutions. LVW is a federally registered investment adviser under the Investment Advisers Act of 1940.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized investment advisory services |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
LVW Advisors product offering
Product offeringCore offering
LVW Advisors is a registered investment advisory firm that provides fee-based, goals-based investment management, integrated financial planning, and institutional investment consulting to wealthy families, individuals, and nonprofit institutions. Services combine disciplined, value-oriented portfolio construction (blending passive and active strategies) with comprehensive financial planning that addresses tax, estate, retirement, and multigenerational wealth transfer needs, delivered through direct advisory relationships supported by an open-source research platform.
Product overview
LVW Advisors is a registered investment advisory firm offering a unified wealth management platform combining investment advisory and financial planning services. The core offerings include goals-based investment management utilizing a disciplined, value-oriented investment philosophy with both passive and active strategies, integrated with comprehensive financial planning for individuals, families, and institutions. The firm serves clients through direct advisory services, third-party partner coordination (legal, banking, insurance, accounting, estate planning), and provides thought leadership content including The Serious Investor quarterly newsletter and whitepapers on investment topics like infrastructure and responsible investing.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management for Individuals & Families Multi-generational wealth management for individuals and families combining goals-based investment advisory, integrated financial planning, and coordination with third-party specialists (legal, banking, insurance, accounting, estate planning) to quarterback all aspects of clients' financial lives.
- Investment Advisory Goals-based investment management using a disciplined, value-oriented approach with diversified portfolios, incorporating both passive strategies where they make sense and active management where the team has high conviction.
- Financial Planning Comprehensive financial planning integrated with investment management, addressing goals, risk tolerance, income needs, liquidity requirements, and long-term objectives for individuals and families. Delivered via the eMoney financial planning portal.
- Institutional Investment Consulting Asset management and consulting services for nonprofit institutions including foundations, endowments, and pension plans, covering strategic asset allocation, manager selection, investment policy statement development, portfolio implementation, ongoing monitoring, and audit preparation.
Quantifiable outcome
- Consistent top-tier rankings in Barron's and Forbes annual advisor listings over multiple years
- +1 more outcomes
Companies that use LVW Advisors
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
LVW Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
LVW Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Third-Party Specialists (Legal, Banking, Insurance, Accounting, Estate Planning)coreLVW partners with specialists across legal, banking, insurance, accounting, and estate planning industries to provide comprehensive financial quarterback services to clients, organizing and directing all aspects of their financial lives.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
LVW Advisors competitors and assessment
Company assessmentDirect peers
- Homrich Berg: Privately held RIA serving HNW individuals, families, and institutions with fee-only wealth management. Direct comparable to LVW in scale, ownership structure (founder-controlled), fee-only model, and dual-segment HNW/institutional focus.
- Moneta Group: Independent, employee-owned RIA providing wealth management, investment advisory, and financial planning to HNW individuals, families, and institutions. Highly comparable in fiduciary model, dual retail/institutional focus, and boutique-to-midmarket scale to LVW.
- Buckingham Strategic Wealth: Mid-sized independent RIA focused on evidence-based investment management and comprehensive financial planning for HNW individuals and families. Highly comparable to LVW in philosophy (fiduciary, open-architecture, DFA-affiliated), client segment, and fee structure.
- Savant Wealth Management: Mid-sized independent RIA serving HNW individuals, families, and institutions with goals-based planning, investment advisory, and institutional consulting. Very similar in service mix, client segments, and AUM band to LVW; comparable trajectory of organic growth plus selective acquisitions.
- Sequoia Financial Group: Mid-sized independent RIA offering wealth management and institutional consulting to HNW individuals, families, and institutional clients. Highly comparable to LVW in service mix, client segments (HNW + institutional), and midmarket scale; PE-backed (Renovus Capital).
- Capstone Financial Advisors: Independent RIA focused on investment management and financial planning for HNW families and individuals, with a strong emphasis on open-architecture research and fiduciary advice. Comparable to LVW in boutique scale, philosophy, and HNW family focus.
Broad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S., serving HNW individuals and institutions with comprehensive wealth management, including investment advisory, financial planning, and institutional consulting. Similar service mix to LVW but national scale with hundreds of advisors.
- Carson Group: PE-backed (Genstar) national wealth management firm serving advisors and their HNW clients with technology, investment solutions, and practice management. Comparable end-client segment to LVW but distinct model (coach/B2B platform) and significantly larger scale.
- Mercer Advisors: PE-backed national RIA (Oak HC/FT, Genstar) serving HNW households and institutions with wealth management, investment advisory, and tax planning. Comparable dual-channel (retail/institutional) model to LVW but at significantly larger scale via aggressive M&A roll-up.
- Mariner Wealth Advisors: Large national RIA serving HNW individuals, families, and institutions with comprehensive wealth management. PE-backed (Lovell Minnick/Genstar) and built via acquisitions; comparable to LVW in serving HNW and institutional segments but at vastly greater scale and with broader services including tax, estate, and retirement plan consulting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
LVW Advisors social profiles
Digital presenceLVW Advisors compliance and trust
Trust signalCompliance1 record
LVW Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
LVW Advisors leadership team
Management profileNumber of profiles
Profiles17 records
LVW Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LVW Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LVW Advisors
What does LVW Advisors do?
LVW Advisors is a registered investment advisory firm that provides fee-based, goals-based investment management, integrated financial planning, and institutional investment consulting to wealthy families, individuals, and nonprofit institutions. Services combine disciplined, value-oriented portfolio construction (blending passive and active strategies) with comprehensive financial planning that addresses tax, estate, retirement, and multigenerational wealth transfer needs, delivered through direct advisory relationships supported by an open-source research platform.
Is LVW Advisors a public or private company?
LVW Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LVW Advisors founded?
LVW Advisors was founded in 2011. It employs 11 to 50 people.
Where is LVW Advisors based?
LVW Advisors is headquartered in Pittsford, United States, in the North America region.
How does LVW Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are LVW Advisors's main competitors?
Direct peers on record are Homrich Berg, Moneta Group, Buckingham Strategic Wealth, Savant Wealth Management, Sequoia Financial Group and Capstone Financial Advisors. Broad incumbents are Creative Planning, Carson Group, Mercer Advisors and Mariner Wealth Advisors.
Does LVW Advisors have an API?
No public API is recorded for LVW Advisors.
What industry is LVW Advisors in?
LVW Advisors's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its NAICS code is 523940 and its SIC code is 6282.