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LVW Advisors CEO Ranked by Forbes as #1 Woman Wealth Advisor in New York State, #8 Nationally

February 14, 2024

LVW Advisors’ CEO and Founder, Lori Van Dusen, CIMA®, has been ranked #1 in New York State on Forbes’ Best-in-State Women Advisors list and #8 nationally, marking her seventh consecutive year on the national list and third consecutive year in the top spot on the New York State list.

The Forbes list was compiled by SHOOK Research and is based on qualitative data obtained through surveys and interviews, and quantitative data such as revenue trends and assets under management.

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.

The 2024 Forbes/SHOOK America’s Top Women Advisors and Best-in-State Women Advisors rankings were awarded on February 8, 2024, and are based on information provided by LVW Advisors as of September 2023. For the purposes of the Best-in-State ranking, New York State excludes New York City. No compensation was provided by LVW Advisors in connection with obtaining these rankings. LVW Advisors paid a fee for promotional materials relating to the awards. Click here for additional disclosures.


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