67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F
Back to Blog

Lori Van Dusen Ranked on Barron’s Top 1200 Financial Advisors List

Lori Van Dusen, CEO and Founder of LVW Advisors, was ranked on Barron’s 2021 Top 1200 Financial Advisors list. The list ranks the top advisors in each of the 50 states, plus the District of Columbia, with the number of spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.

With an average tenure in the industry of 30 years, this year’s Top 1,200 Advisors have plenty of perspective on what works and what doesn’t. Ranked advisors and their teams typically serve 750 households, each of which has an average of $14 million to invest. They each manage about $3 billion in total. And judging from their average client-retention rate of 98.4%, the clients are satisfied with the results.”

– Excerpt from Barron’s


View the full list here >

Important disclosures

Ready to get serious about your investments?

LVW Advisors (“LVW”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of LVW by the SEC nor does it indicate that LVW has attained a particular level of skill or ability. This website https://lvwadvisors.com is owned and operated by LVW Advisors. LVW offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.