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Top Women Wealth Advisors

LVW Advisors’ CEO and Founder, Lori Van Dusen, has been ranked #1 for Forbes Top Women Wealth Advisors Best-In-State list for New York State and #7 nationally.

The Forbes list was compiled by SHOOK Research and based on qualitative data obtained through surveys and interviews, and quantitative data such as revenue trends and assets under management.

To learn more about the state rankings and view the full list click here.

To learn more about the national rankings and view the full list click here.

The 2023 Forbes/SHOOK Top Women Wealth Advisors ranking was awarded on February 2, 2023 and is based on information provided by LVW Advisors as of September 30, 2022.  No compensation was provided by LVW Advisors in connection with obtaining or using this ranking. Click here for additional disclosures.

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In the News

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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.