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Focus Financial Partners Congratulates Lori Van Dusen for Ranking among the Top Ten on Barron’s List of Top Women Financial Advisors

June 12, 2014

~ Founder of LVW Advisors Consecutively Ranked Top Advisor by Barron’s Magazine~

ROCHESTER, N.Y.--(BUSINESS WIRE)-- Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today congratulates Lori Van Dusen of LVW Advisors, a Rochester, NY-based Partner firm, for her recognition in the “2014 Top 100 Women Financial Advisors”ranking by Barron's, a leading financial industry magazine. Ms. Van Dusen has once again been ranked in the top ten out of the one hundred women advisors. Ms. Van Dusen has been regularly featured on multiple Barron’s lists including Barron's “Top 100 Financial Advisors,”which includes men and women as well as a state-by-state ranking as a top advisor in the state of New York. In addition to this ranking, Ms. Van Dusen has received many honors throughout her career, including being named Institutional Investor’s Nonprofit Consultant of the Year.

"Few advisors come close to what Lori has achieved, irrespective of gender. She is an inspiration for all advisors and especially for women advisors in this male dominated industry," said Rajini Kodialam, Co-founder and Managing Director of Focus." We are proud and honored that she is part of the Focus family."

The Barron's rankings are based on data provided by the nation's most productive advisors. Criteria included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

Considered among the top advisors in the country, Lori began her career at Shearson Lehman Brothers and became Managing Director of Citigroup/Smith Barney Institutional Consulting. Later, she became Co-Lead of Convergent Wealth Advisors’ Institutional Group. Ms. Van Dusen chose to break away from traditional banks and wirehouses in 2011, and independently founded LVW Advisors, a registered investment advisory firm (RIA), to deliver the highest quality service possible to institutional and private clients alike. Due to her diverse background and experience, Ms. Van Dusen frequently speaks at conferences and industry events and was most recently was featured in Forbes and Barron’s.

About LVW Advisors

Based in Rochester, New York, LVW Advisors is an independent Registered Investment Advisory firm. Led by a team of experienced financial advisors, the firm specializes in providing customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals and family offices. For more information about LVW Advisors please visit, go to

About Focus Financial Partners

Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With approximately $300 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information about Focus Financial Partners, please visit


The Barron's ranking may not be representative of any one client's experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of LVW Advisors’ clients.The rating is not indicative of future performance.LVW Advisors did not pay a fee to participate in the Rankings.The rankings are based on qualitative criteria:professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports and customer satisfaction reports.Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.Additional qualitative measures may include:in-depth interviews and discussions with senior management, peers and customers.Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice.

FTI Consulting

Raina Gajjar, +1 212-850-5724


Courtney Chennells, +1 212-850-5629

Source: Focus Financial Partners, LLC

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