Lori Van Dusen Ranked as New York State’s #1 Woman Wealth Advisor by Forbes

LVW Advisors is proud to announce that CEO and Founder Lori Van Dusen, CIMA®, has been named New York State’s #1 Woman Wealth Advisor and #11 in the nation by Forbes for 2025. This marks her eighth consecutive year on the prestigious list and her fourth year securing the top spot in New York State (excluding NYC). Since founding LVW Advisors in 2011, Lori has been a leader in delivering strategic, data-driven financial guidance to nonprofits, families and individuals nationwide. The Forbes rankings, developed by SHOOK Research, evaluate advisors on a range of qualitative and quantitative factors, recognizing the best in the industry.

The 2025 Forbes/SHOOK America’s Top Women Advisors and Best-in-State Women Advisors rankings were awarded on February 11, 2025, and are based on data provided by LVW Advisors for the time period October 1, 2023 through September 30, 2024. No compensation was paid to obtain these rankings. LVW Advisors paid a fee for promotional materials. Click here for additional disclosures.

View the full 2025 list of America’s Top Women Wealth Advisors here>

View the full 2025 Best-in-State Women Advisors list here>