Lido Advisors Ranked #18 on Barron's Top 100 RIA Firms List
LOS ANGELES, Sept. 29, 2025 /PRNewswire/ -- Lido Advisors, a fast-growing national wealth advisory firm with more than $30 billion in regulatory assets under management (RAUM)*, has been ranked #18 on Barron's 2025 list of the Top 100 RIA Firms.
"We're honored to be recognized among the top firms in the country," said Jason Ozur, CEO of Lido Advisors. "Breaking into the top 20 reflects our team's commitment to delivering innovative strategies, thoughtful advice, and long-term value for the clients who place their trust in us."
Lido has been steadily climbing the Barron's Top 100 RIA Firms List since 2021. Its continued momentum has been fueled by a combination of organic growth and strategic acquisitions, along with significant investment in technology, talent, and client solutions. With more than 40 offices nationwide and an expanding leadership team, the firm remains focused on delivering a personalized, high-touch experience for high-net-worth and ultra-high-net-worth clients.
"This ranking highlights Lido's unwavering commitment to continued development, technology, and innovation, key drivers that elevate both our client experience and the experience of the Lido team," said Ken Stern, President of Lido Advisors. "We've built an environment where advisors are empowered to put clients first, supported by the full capabilities of Lido One, our integrated platform offering investment, tax, estate, and alternative strategies tailored to support every stage of a client's financial life."
*Regulatory Assets Under Management [RAUM] as of June 30, 2025.
To view the full 2025 Barron's Top 100 RIA Firms list, visit:
https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&mod=article_inline
About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $30 billion in RAUM and 40 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients' financial life partner. For more information, please visit https://www.lidoadvisors.com/.
About Barron's Top 100 RIA Firms
Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Barron's selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Lido Advisors nor any of its financial advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Lido Advisors. For more information please visit: https://www.barrons.com/articles/barrons-methodology-for-ranking-financial-advisors-51615843316
Media Contact
Sarah Tremallo
JConnelly for Lido Advisors
908.967.0381
stremallo@jconnelly.com
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SOURCE Lido Advisors