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LVW Advisors is proud to announce that Founder and CEO Lori Van Dusen has been named the No. 1 private wealth advisor in New York State (excluding New York City) on the Forbes Best-in-State Wealth Advisors 2026 list. She was also ranked No. 90 on the Forbes America’s Top Wealth Advisors list, placing her among the top advisors in the nation. This recognition reflects Lori’s sustained leadership and consistent track record of excellence, including five consecutive years ranked No. 1 in New York State.
The Forbes rankings, developed by SHOOK Research, evaluate advisors based on a combination of qualitative insights and quantitative data, including service models, client relationships and industry experience.
For LVW Advisors, this honor reinforces the firm’s commitment to delivering thoughtful, client-centered guidance to individuals, families and nonprofit institutions nationwide.
View the Forbes Best-in-State Wealth Advisors 2026 list >
View the Forbes America’s Top Wealth Advisors list for 2026 >
The 2026 Forbes/SHOOK Top Wealth Advisors and Best-in-State Advisors rankings awarded April 2026 based on information provided by LVW Advisors as of June 30, 2025; April 2025 based on information provided by LVW Advisors as of June 30, 2024; April 2024 based on information provided by LVW Advisors as of June 30, 2023; April 2023 based on information provided by LVW Advisors as of June 30, 2022; and April 2022 based on information provided by LVW Advisors as of June 30, 2021. No compensation was provided for placement on the list. LVW paid a fee for promotional materials. Click here for LVW’s full list of disclosures: https://lvwadvisors.com/disclosure/.
