Lido Advisors Achieves Remarkable Rank in Prestigious Survey
Lido Advisors Recognized on Barron's Top 100 RIA Firms List
Los Angeles - Lido Advisors, a prominent national wealth advisory firm with assets under management exceeding $30 billion, proudly announces its achievement of ranking #18 on Barron's 2025 list of the Top 100 Registered Investment Advisor (RIA) Firms.
CEO Jason Ozur expressed the firm’s appreciation for this recognition, stating, "We are honored to be recognized among the top firms in the country. Breaking into the top 20 reflects our team's commitment to delivering innovative strategies, thoughtful advice, and long-term value for our clients."
Continuous Growth and Client-Centric Approach
Since 2021, Lido Advisors has steadily climbed the Barron's Top 100 RIA Firms List, demonstrating impressive growth driven by both organic development and strategic acquisitions. This growth is accompanied by significant investments in technology, talent, and tailored client solutions. The firm now boasts over 40 offices across the nation and a growing leadership team, all working to provide a personalized, high-touch experience for high-net-worth and ultra-high-net-worth clients.
President Ken Stern highlighted the importance of innovation in their ranking success, stating, "This ranking emphasizes Lido's commitment to development, technology, and innovation—key drivers that enhance our clients’ experiences and those of our team members. We have fostered an environment where our advisors prioritize clients, supported by the extensive capabilities of Lido One, our integrated platform which offers investment, tax, estate, and alternative strategies tailored to each client's financial journey."
Understanding Regulatory Assets Under Management
It is important to note that the figure of $30 billion in regulatory assets under management (RAUM) is as of June 30, 2025. These assets represent the total value of investments that Lido Advisors manages on behalf of its clients, reflecting the trust clients place in the firm. Lido's ability to grow its RAUM signifies the firm’s efficacy in managing wealth and providing sound investment strategies.
About Lido Advisors and Its Commitment to Client Service
Lido Advisors is recognized nationally as a leader in wealth advisory services, headquartered in Los Angeles. With a focus on an active approach to asset management, the firm emphasizes risk mitigation while providing access to a diverse range of investment strategies. Lido aims to deliver a family office experience to its clients, showcasing a deep commitment to personalized wealth planning and access to experts who provide custom tax, estate, and legacy solutions.
The firm is dedicated to crafting an innovative and high-touch client experience, positioning itself as a financial life partner for its clients. This client-centric philosophy is integral to its operations, helping to build long-lasting relationships based on trust and tailored financial advice.
Regarding Barron's Top 100 RIA Firms
Barron's, a prestigious financial publication, assesses firms based on various quantitative and qualitative criteria, including assets managed, revenue, technology investment, client base, staffing levels, diversity, and succession planning. The ranking process is rigorous and limited to firms that meet specific eligibility criteria, which fosters a competitive but fair assessment of the best in wealth advisory.
The current threshold for participating firms requires managing at least $70 billion in assets, ensuring that only the top players in the industry are considered. Firms are evaluated thoroughly, contributing to the integrity and respect that the Barron's ranking holds in the financial community.
Frequently Asked Questions
What is Lido Advisors' recent ranking?
Lido Advisors was ranked #18 on Barron's 2025 Top 100 RIA Firms List.
How does Lido achieve its growth?
Growth is achieved through organic development, strategic acquisitions, and significant investments in technology and client solutions.
What does RAUM stand for?
RAUM stands for Regulatory Assets Under Management, indicative of the total amount of assets Lido manages for clients.
What services does Lido Advisors offer?
Lido Advisors offers a range of services including wealth planning, investment management, tax and estate planning, and access to alternative investment strategies.
Who evaluates the Barron's Top 100 RIA Firms?
The firms are evaluated by Barron’s based on a comprehensive analysis of various performance and operational metrics.
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