lori van dusen

LVW ADVISORS, PITTSFORD, NEW YORK ASSETS UNDER MANAGEMENT: $2 BILLION

Since the start of her career as a financial advisor in 1987, lori Van dusen has known that investment advice doesn’t exist in a vacuum. A long-distance runner and bikram yoga devotee, she has taken a holistic approach. “We provide integrated fiduciary advice around a client’s ecosystem,” Van dusen says. moreover, she identifies with the issues her ultrarich business-owner clients face, including creating a succession plan and deciding which passions to pursue after a business is sold. (among Van dusen’s own passions: socially conscious impact investing.) In January, she merged her practice with flynn family office, more than doubling her firm’s footprint. Says ffo founder rick flynn: “she’s a workhorse with a desire to build a company that’s sustainable beyond us.”