Lido

RIASEC Registered

Total AUM

$42.5B

Discretionary

$41.4B

97% of AUM

Avg account

$1M

Accounts

42,220

Employees

437

Advisory reps

326

Firm details

Headquarters: Los Angeles, California
CRD number: 269866
Registered since: July 1, 2015
Website: www.lidoadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.55%
Corporations / Businesses6.06%
Individuals3.27%
Charitable Organizations2.18%
Pooled Investment Vehicles1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lido is an independent, privately owned RIA organized as an LLC that acts as both advisor and capital allocator for high-net-worth individuals, families and institutional clients. The firm is SEC-registered (initial registration in 2015) and provides a broad mix of services including financial planning, portfolio management across retail and pooled vehicles, selection of other advisers, and educational workshops. Lido also operates as a sponsor/GP of pooled investment vehicles and has CPO/CTA activity on its books. Fee arrangements are varied — percentage of AUM, fixed and hourly charges, and performance-based fees are all part of its billing mix. The firm identifies as an active ESG investor and maintains relationships across broker-dealers, trust companies, insurance providers and accounting firms. Lido has been recognized repeatedly by industry outlets, appearing on lists such as Financial Times’ Top 300 RIAs and multiple Barron’s and Forbes RIA rankings, and was named among “50 RIA Firms to Watch” by AdvisorHub in 2026.