Skip to content

Lori Van Dusen Recognized as #2 in Forbes’ Best-in-State Wealth Advisors Ranking

February 12, 2021

Lori Van Dusen, CEO and Founder of LVW Advisors, has been ranked #2 in Forbes’ 2021 Best-In-State Wealth Advisors list for New York.

This is the fourth annual ranking by Forbes/SHOOK. Last year, Lori ranked #3 in New York. Forbes received more than 32,000 nominations for the Best-In-State ranking. After research and thorough interviews, Forbes spotlights top advisors across the country in their 2021 Best-In-State list.

The Best-In-State ranking is one of the most popular advisor lists compiled by Forbes/SHOOK each year. The Forbes ranking process is based on an algorithm of both qualitative criteria, interviews, and quantitative data. SHOOK Research President and Founder, R.J. Shook commented about the Best-In-State list below.

We are honored to showcase financial advisors in each state who are dedicated to making a meaningful difference in their clients’ lives,” said SHOOK Research President R.J. Shook. “This impact is the basis of our research.”


View the full rankings list here >​


Important disclosures

Get Started Today

Ready to get serious about your investments? Contact us and one of our advisors will contact you.