Forbes Ranks Rochester Financial Advisor Lori Van Dusen Among Top Wealth Advisors in Nation
Forbes announced recently that Rochester advisor Lori Van Dusen, founder and CEO of Rochester Chamber member LVW Advisors, is among the Top 250 Wealth Advisors in the nation. Van Dusen is the only adviser based in upstate New York to make the top 100. In addition to her prominent ranking, Van Dusen was chosen as one of five top advisors to be profiled in Forbes’ October 2017 issue.
Van Dusen began her career as a financial advisor in 1987 and founded LVW Advisors, a nationally recognized New York-based independent registered investment advisor, in 2011. In January 2017, LVW Advisors aligned with Flynn Family Office, creating LVW Flynn and making available to clients enhanced family office services.
“I’m incredibly humbled to be honored by Forbes and named alongside some of the top talent in the country,” Van Dusen said. “However, it’s truly not about me. This ranking—and similar rankings we have achieved, is a reflection of LVW Advisors’ culture and the incredible talent and dedication of our team. We challenge ourselves to think outside of the box and in doing so, to challenge the status quo. The integrated services and tailored solutions we deliver support our client-first commitment.”
In addition to her most current accolade, Van Dusen was also named to Forbes’ Top Women Advisors in America earlier this year, and has ranked on Barron’s Top 100 Financial Advisors in America 12 times and Barron’s Top 100 Women Financial Advisors. Additionally, LVW Advisors has ranked among the top institutional consultants in the nation, including being ranked on Barron’s Top 30 Institutional Consultants list since its inception and named a top 300 advisory firm by the Financial Times.
The ranking for Forbes’ 2017 Top Wealth Advisors was developed by Shook Research and based on assets under management revenue, client retention and industry experience. For more information on the ranking methodology and to view the complete list, visit Forbes.com. In addition, see the below for important disclosures regarding these rankings.
About LVW Advisors LVW Advisors is a New York-based independent RIA that provides customized investment management solutions for institutional investors, individuals and family offices. The firm is proud to be ranked a Top 30 Institutional Consulting Team, Top 100 advisor by Barron's and Top 300 advisory firm by the Financial Times, as well as Research Magazine’s Top 20 advisory teams. LVW Advisors is headquartered in Rochester, NY, and has offices in New York City, NY, Los Angeles, CA and Bloomfield Hills, MI.