Lori Van Dusen, CEO and Founder of LVW Advisors, was ranked on Barron’s 2021 Top 1200 Financial Advisors list. The list ranks the top advisors in each of the 50 states, plus the District of Columbia, with the number of spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.
With an average tenure in the industry of 30 years, this year’s Top 1,200 Advisors have plenty of perspective on what works and what doesn’t. Ranked advisors and their teams typically serve 750 households, each of which has an average of $14 million to invest. They each manage about $3 billion in total. And judging from their average client-retention rate of 98.4%, the clients are satisfied with the results.”
– Excerpt from Barron’s