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

LVW Advisors is proud to share that CEO and Founder Lori Van Dusen, CIMA®, has once again been recognized by Forbes | SHOOK as New York State’s #1 Woman Wealth Advisor and ranked #9 nationwide for 2026.

Developed by SHOOK Research in partnership with Forbes, these rankings evaluate advisors using a combination of qualitative and quantitative factors, such as practice and client impact, industry experience, assets under management and revenue trends, and compliance records, through a research and interview process.

Lori’s leadership continues to be defined by disciplined strategy, rigorous research, and a steadfast focus on helping clients navigate changing markets and planning needs. Since founding LVW Advisors in 2011, she has built a firm rooted in principled guidance and deep research, supporting nonprofits, families, and individuals across the country as they pursue meaningful financial outcomes.

We’re proud to celebrate this recognition and Lori’s continued leadership.

Forbes/SHOOK America’s Top and Best-in-State Women Advisors rankings were awarded on February 4, 2026, and are based on data for the time period June 30, 2024 through June 30, 2025. No compensation was paid to obtain these rankings. LVW Advisors paid a fee for promotional materials. Click here for additional disclosures.

View the Top Women Wealth Advisors list

View the Best-in-State Women Wealth Advisors list