LVW ADVISORS, LLC - Financial Advisor in New York, Pittsford

Tel: 585-267-4900 67b Monroe Avenue Pittsford, New York 14534

About LVW ADVISORS, LLC

LVW ADVISORS, LLC is a Pittsford, New York based financial advisory firm with nearly $2,137,887,826 in assets under management and provides investment advisory services for 2516 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

159403

Firm SEC#:

801-72830

Assets Under Management:

$2,137,887,826

No. of Clients:

2516

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Pittsford

FirmCRD#:108590

SEC#:801-57453

No. of Advisors:27

No. of Clients:1615

AUM:$4,430,226,612

FirmCRD#:110275

SEC#:801-29607

No. of Advisors:38

No. of Clients:2208

AUM:$3,951,184,737

FirmCRD#:128523

SEC#:801-70216

No. of Advisors:6

No. of Clients:323

AUM:$916,589,883

FirmCRD#:289541

SEC#:801-111913

No. of Advisors:13

No. of Clients:695

AUM:$813,429,881

FirmCRD#:151590

SEC#:801-71184

No. of Advisors:8

No. of Clients:397

AUM:$742,489,233

FirmCRD#:114238

SEC#:801-60563

No. of Advisors:8

No. of Clients:216

AUM:$725,031,912

FirmCRD#:327022

SEC#:801-128193

No. of Advisors:6

No. of Clients:1692

AUM:$453,897,773

FirmCRD#:110966

SEC#:801-30304

No. of Advisors:4

No. of Clients:196

AUM:$403,234,911

FirmCRD#:165984

SEC#:801-77488

No. of Advisors:4

No. of Clients:926

AUM:$367,443,136

FirmCRD#:156302

SEC#:801-73147

No. of Advisors:6

No. of Clients:852

AUM:$293,093,524

FirmCRD#:131816

SEC#:801-78625

No. of Advisors:5

No. of Clients:199

AUM:$273,257,806

FirmCRD#:281503

SEC#:801-113630

No. of Advisors:7

No. of Clients:691

AUM:$270,792,372

FirmCRD#:285044

SEC#:801-114238

No. of Advisors:5

No. of Clients:797

AUM:$112,317,737

FirmCRD#:111311

SEC#:801-74497

No. of Advisors:3

No. of Clients:160

AUM:$87,629,160

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ALESCO ADVISORS LLC

108590

801-57453

1615

$4,430,226,612

KARPUS INVESTMENT MANAGEMENT

110275

801-29607

2208

$3,951,184,737

GENERATION CAPITAL MANAGEMENT LLC

128523

801-70216

323

$916,589,883

HIGH PROBABILITY ADVISORS, LLC

289541

801-111913

695

$813,429,881

ARMBRUSTER CAPITAL MANAGEMENT, INC.

151590

801-71184

397

$742,489,233

ASHFORD ADVISORS, LLC

114238

801-60563

216

$725,031,912

KICKSTAND WEALTH ADVISORS

327022

801-128193

1692

$453,897,773

FISCHER INVESTMENT GROUP, INC.

110966

801-30304

196

$403,234,911

CANDACE SHIRA ASSOCIATES, LLC

165984

801-77488

926

$367,443,136

POST RESCH TALLON GROUP

156302

801-73147

852

$293,093,524

TWO POINT CAPITAL MANAGEMENT, INC.

131816

801-78625

199

$273,257,806

FLOWER CITY CAPITAL LLC

281503

801-113630

691

$270,792,372

LYNNLEIGH & COMPANY, LLC

285044

801-114238

797

$112,317,737

LYON CAPITAL MANAGEMENT, LLC

111311

801-74497

160

$87,629,160

Explore More Financial Advisor Firms in Pittsford, New York >>