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LVW Advisors is proud to announce that CEO and Founder Lori Van Dusen, CIMA®, has been named the No. 1 private wealth advisor in New York (excluding NYC) on the Forbes Best-in-State Wealth Advisors 2025 list. Additionally, she ranked No. 84 nationwide on the Forbes Top 250 Wealth Advisors list, up from No. 89 in 2024. This marks Lori’s fourth consecutive year as the top advisor in New York and her eighth consecutive year being ranked on the prestigious Top 250 list. Lori’s ongoing recognition is a testament to the trust of her clients and the hard work of the LVW Advisors team in providing personalized, thoughtful financial strategies.
To view the full 2025 list of America’s Top Wealth Advisors, click here >
To view the full 2025 list of Best-in-State Wealth Advisors, click here >
The Forbes/SHOOK America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were awarded on April 8, 2025, based on information provided by LVW Advisors for the time period July 1, 2023 through June 30, 2024. No compensation was provided to be considered for or received this ranking. LVW Advisors paid a fee for promotional materials. Additional disclosures can be found at lvwadvisors.com/disclosure.
