This Week
  • The new Golisano Children's Hospital will be dedicated next week.

  • Citizens Bank leader outlines plans in visit.

  • The last six years have brought quite a transformation to Mirror Show Management.

  • For Christopher Thorpe of Darien Lake Theme & Water Park Resort, work is about having fun.

  • Local banks are getting ready to migrate to the global standard for secure payments.

  • Aprille Byam launched StoryChick to help people begin conversations.

Pittsford firms among nation's top independent advisers

Rochester Business Journal
June 30, 2014

Local firms LVW Advisors LLC and Alesco Advisors LLC are among 34 financial firms in New York on the Financial Times’ inaugural list of top 300 registered independent advisers.

The list recognizes the leading RIA firms across the United States, officials from the London-based newspaper company said last week. It was developed in collaboration with Money-Media, a Financial Times subsidiary that provides content on asset management and corporate governance.

LVW Advisors, under the ownership of Lori Van Dusen (pictured), manages assets of $3.5 billion. Alesco Advisors, under President James Gould, oversees some $1.7 billion.

Both firms have their headquarters in Pittsford.

The 300 firms represent 38 states and Washington, D.C. The firms’ average assets under management is $2.8 billion, Financial Times said.

(c) 2014 Rochester Business Journal. To obtain permission to reprint this article, call 585-546-8303 or email service@rbj.net.


What You're Saying 

There are no comments yet. Be the first to add yours!

Post Your Own Comment

 
Username:
Password:

Not registered? Sign up now!
 

To Do   Text Size
Post CommentPost A Comment eMail Size1
View CommentsView All Comments PrintPrint Size2
ReprintsReprints Size3
  • E-mailed
  • Commented
  • Viewed
RBJ   Google