Lido

RIASEC RegisteredEst. 2015

Total AUM

$42.5B

Discretionary

$41.4B

97% of AUM

Avg account

$1M

Accounts

42,220

Employees

437

Advisory reps

319

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 operates as an independent, SEC-registered RIA organized as an LLC and active since 2015. The firm serves both high-net-worth individuals and institutional clients and positions itself as a capital allocator that can build portfolios directly and through third-party managers. Its advisory services span financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, selection of sub-advisers, and investor education. Lido also functions in roles tied to commodity trading as a CPO/CTA and maintains affiliations across broker-dealer, trust, insurance and sponsor/GP roles. Fee arrangements are varied — percentage of AUM, fixed and hourly fees, and performance-based structures are in use depending on the engagement. The firm reports active ESG investing as part of its approach. Public recognitions include repeated placements on Barron’s Top 100 RIAs (multiple years), Forbes RIA listings (2022–2024), Financial Times’ Top 300 (2020), and inclusion on AdvisorHub’s 50 RIA Firms to Watch (2026).