Lori Van Dusen Named to Barron’s 2026 Top 100 Women Financial Advisors List

This recognition reflects a longstanding commitment to disciplined investment management and client stewardship.

LVW Advisors is proud to announce that Founder and CEO Lori Van Dusen, CIMA®, a Rochester-based fiduciary wealth advisor, has been named to Barron’s 2026 Top 100 Women Financial Advisors list. Lori has been a recurring presence on this ranking list for over 20 years, reflecting her decades-long commitment to serving wealthy families, individuals, and institutions through a disciplined, fiduciary approach to wealth management.

For more than three decades, Lori has helped clients navigate changing markets, complex financial decisions, and multigenerational wealth planning challenges. Since founding LVW Advisors in 2011, she has led the firm with a philosophy centered on intellectual rigor and a long-term perspective, a track record most recently reflected in her inclusion on Barron’s Top 1500 Financial Advisors list for 2026.

Investing Is About More Than Markets

At LVW Advisors, wealth management extends beyond portfolio performance. Families and institutions often face complex questions involving taxes, estate planning, philanthropy, governance, and multigenerational wealth transfer. Our role is to help clients think clearly, act deliberately, and stay focused on what matters most. The true measure of success is the trust clients place in us and the responsibility we have to help them make informed financial decisions.

A Different Kind of Wealth Management Firm

As an independent wealth management firm, LVW Advisors was built around the idea that clients deserve more integrated, disciplined investment experiences. Our team serves:

• Families and Individuals
  • High-net-worth and ultra-high-net-worth families
  • Individuals approaching retirement
  • Multigenerational families navigating wealth transfer
• Institutions
  • Foundations
  • Endowments
  • Nonprofits

We combine investment management, strategic planning, and long-term client partnership to help individuals, families, and institutions navigate financial complexity with confidence.

Leadership Beyond the Office

Lori is a member of Barron’s Advisor Hall of Fame and has received numerous industry distinctions throughout her career. She’s also one of Rochester’s most recognized independent financial advisors, actively involved in organizations supporting education, healthcare, and community development throughout the region.

Her leadership philosophy, service, resilience, and stewardship continue to shape LVW’s culture and how the firm builds relationships with clients.

To Our Clients

We’re honored by this recognition, but more importantly, we’re grateful for the trust our clients place in us. Longstanding achievements like this reflect the relationships we’ve built and the responsibility we share in helping clients achieve their financial goals.

As markets, economies, and family circumstances evolve, our commitment doesn’t: thoughtful guidance, disciplined investment management, and a long-term perspective designed to help clients make better decisions for the long run.

Disclosures: Lori Van Dusen was ranked on Barron’s Top 100 Women Financial Advisors list July 2026 based on data as of March 31, 2026; July 2025 based on data as of March 31, 2025; June 2024 based on data as of March 31, 2024; June 2023 based on data as of March 31, 2023; June 2022 based on data as of March 31, 2022; June 2021 based on data as of March 31, 2021; July 2020 based on data as of March 31, 2020; June 2018 based on data as of March 31, 2018; June 2017 based on data as of March 31, 2017; June 2016 based on data as of March 31, 2016; June 2015 based on data as of March 31, 2015; June 2014 based on data as of March 31, 2014; and June 2013 based on data as of March 31, 2013. Lori was ranked on the Barron’s Top 100 Women Financial Advisors list while affiliated with Convergent Wealth Advisors in June 2011 based on data as of March 31, 2011 and June 2010 based on data as of March 31, 2010. She was also ranked on this list while affiliated with Citigroup Smith Barney in June 2008 based on data as of March 31, 2008; June 2007 based on data as of March 31, 2007; and June 2006 based on data as of March 31, 2006. No payments were made to be considered for or receive these awards. LVW Advisors paid a fee for promotional materials in 2026, 2025, 2024, 2023, 2022, and 2021.

Barron’s Top 1500 Financial Advisors awarded March 2026 based on data as of September 30, 2025. LVW Advisors paid a fee for promotional materials related to this award. Lori was inducted into the Barron’s Advisor Hall of Fame in October 2019. This award is not based on any particular time period; rather, it acknowledges advisors who have appeared in Barron’s Top 100 rankings for 10 or more years. No payments were made in connection with this award. Rochester Business Journal’s Power 100 List awarded February 2026. This list is not based on any particular time period and no payments were made in connection with the award. Additional information about these awards can be found at lvwadvisors.com/disclosure.