Lido Advisors

Overview

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $38 billion in regulatory assets under management and 45 offices across the United States. The firm specializes in providing a family office experience to high-net-worth and ultra-high-net-worth individuals and families, offering a range of services including investment management, financial planning, tax consulting, and estate planning. Lido's approach integrates in-house investment capabilities with a network of affiliated professionals to deliver holistic wealth management solutions. The firm's investment strategy focuses on capital preservation and long-term growth, investing across public and private markets. Lido emphasizes a downside-protected investment model, conducting all due diligence and manager selection in-house. This strategy allows the firm to offer customized investment solutions tailored to the unique needs of each client. Lido's comprehensive services are designed to address the complexities of wealth management, ensuring that clients receive personalized and effective financial guidance. Lido Advisors has been recognized for its growth and client-centered focus, ranking #18 on Barron's 2025 list of the Top 100 RIA Firms. The firm's commitment to innovation and excellence is evident in its expansion efforts, including strategic partnerships and acquisitions that enhance its service offerings and national presence. Lido's dedication to providing a high-touch client experience underscores its role as a trusted partner in managing and preserving clients' wealth and legacies.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management services

Portfolio Companies