LVW Advisors’ CEO and Founder, Lori Van Dusen, CIMA®, has again been ranked #1 in New York State on Forbes/SHOOK Best-in-State Wealth Advisors list of private wealth advisors. This is her third consecutive year as #1 and sixth year in a row on this prestigious list.
Nationally, this is the seventh straight year for Lori being included on the Forbes/SHOOK America’s Top Wealth Advisors list.
The 2024 ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
To learn more about the state rankings and view the full list click here.
To learn more about the national rankings and view the full list click here.
Forbes/SHOOK America’s Top Wealth Advisors and Best-in-State Wealth Advisors awarded April 2024 based on data provided by LVW Advisors as of June 30, 2023. For the purposes of the Best-in-State ranking, New York State excludes New York City. No payments were made in connection with obtaining these awards. LVW Advisors paid a fee in 2024 for promotional materials.
