LVW Advisors:
An Institutionally-Focused HighTower Advisor

Recently Released!!!
Date Published: October 4, 2013
Summary PPT Deck: 13 Slides

Reference PPT Deck: 27 Slides

LVW Advisors was founded as Lori Van Dusen's team in 1986 and is based in Rochester, NY. The firm has twelve employees and $3.7 billion assets under administration. LVW Advisors is led by its Principal Lori Van Dusen. Its web site can be found at

LVW Advisors' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Smith Barney Broker Phase
  • Lori Van Dusen's Team Phase
  • LVW Convergent Advisors Phase
  • LVW Advisors HighTower Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Comprehensive Financial Planning
  • Investment Consulting
  • Alternative Investments
  • Wealth Preservation
  • Endowments
And its profile concludes with the highlights of its organizational structure & ownership.
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.