LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, was ranked in the top ten for the third consecutive year in the Forbes Top Women Wealth Advisors ranking. Lori ranked #5 in both the 2020 and 2019 lists.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management.
This year, SHOOK Research received 32,000 nominations and 1,000 advisors were ranked.
Congratulations, Lori!
View the 2020 Forbes Top Women Wealth Advisors list >
