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Awards and Recognition

Explore the awards and industry recognition Lido Advisors has received for its commitment to excellence in wealth management and personalized financial guidance.

RAUM as of 6/30/2026. Lido Advisors was recognized in 2025 and 2026 by Barron’s and Forbes across several industry rankings, including Barron’s Top 100 RIA Firms, Forbes America’s Top RIA Firms, and Forbes Best-In-State Wealth Advisors. These rankings evaluate registered investment advisors using criteria determined by each publisher and their research partners. Lido Advisors did not pay a fee to be considered for these rankings, though licensing fees may be paid after selection to use the award materials in marketing. View full disclosures.

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.