LVW CEO and Founder Named to Barron’s 2025 Top 1200 Financial Advisors List

LVW Advisors is proud to announce that CEO and Founder Lori Van Dusen, CIMA®, has been named to Barron’s Top 1200 Financial Advisors list for 2025. This prestigious industry ranking is based on data provided by over 7,000 of the nation’s most productive financial advisors. Lori, who has made the national list for five consecutive years, continues to rank among the top advisors in New York, placing No. 85 in the state. Since founding LVW Advisors in 2011, she has been consistently recognized as a top wealth advisor, leading a women-led firm known for its personalized, collaborative approach to financial planning. Her dedication to delivering tailored strategies has earned national acclaim and continues to drive meaningful outcomes for clients.

For the full national list, which can be filtered by state, click here>

The Barron’s 2025 Top 1200 Financial Advisors ranking was awarded on March 10, 2025, and is based on information provided by LVW Advisors for the time period October 1, 2023 through September 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.