LOS ANGELES--(BUSINESS WIRE)--Lido Advisors, LLC, a full service, independent, registered investment advisory firm, was ranked at number 42 in Barron’s 2021 listing of the Top 100 RIA (Registered Investment Advisor) firms in the United States. This is compared to last year’s ranking of number 52.
Barron’s magazine each year ranks the top 100 RIA firms based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
Gregory Kushner, Senior Managing Director and Chairman of Lido Advisors, said: “We are very pleased to have placed so highly and jumped significantly on Barron’s authoritative ranking of the best investment advisors in the country. I attribute our fast growth on this list to our peerless staff who have the seasoned experience to partner with our clients in their pursuit of customized investment solutions.”
Ken Stern, President of Lido Advisors stated, “This is a complex time for consumers. At Lido we are focused on proactively seeking solutions to grow and protect their life and legacy.”
“The independent advisor industry is growing up fast,” according to Barron’s. “The industry has grown to encompass more than $10 trillion of client assets across more than 14,000 firms. And in a sure sign of maturation, RIAs are now being bought up, often by one another, at a breakneck pace.”
As a Registered Investment Adviser (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Constantly aligned with the interests of the clients they serve, Lido Advisors’ core principles include maintaining the highest levels of integrity and transparency in process, costs, investments and reporting, while striving for solid risk adjusted returns. As part of the wealth management process, Lido Advisors takes care to educate and inform its clients regarding investment ideas and strategies, keeping the client involved throughout the process to help provide peace of mind.
About Lido Advisors, LLC
Founded in 1999, Lido Advisors LLC is a full-service, independent RIA that brings an innovative family office investment approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, corporate executives, non-profit organizations and foundations. As one of the fastest growing RIAs in the United States, Lido has been recognized by many publications, including Forbes, Barron’s and the Financial Times. Today, Lido has over $10 billion in assets under management, is ranked in the top 50 of Independent RIA’s and provides a national presence, with 22 offices in major metropolitan areas. For more information, visit www.LidoAdvisors.com.
Barron’s “Top 100 RIAs” is a list published annually by Barron’s. Recipients are selected by Barron’s via their own proprietary consideration process. The information for selection is provided by the applicants, and there is no fee paid for consideration for being listed. The inclusion of a Registered Investment Advisor on the “Top 100 RIAs” list should not be construed as an endorsement by Barron’s. There is no guarantee as to future investment success by working with any firm, including those which make the list. There is no assurance that any firm which made the list in a given year will continue to make the list in subsequent years. For more information, please visit www.barrons.com.
