A Top-Ranked Wealth Management Firm, Built Around You

Q: How are financial advisors and RIA firms ranked?

Independent publishers such as Barron’s, Forbes, and RIA Magazine rank firms and advisors using quantitative and qualitative factors, including assets under management, revenue, client retention, years of experience, and regulatory record. Each publisher sets and updates its own methodology.

We’ve earned our place as a top-ranked wealth management firm by putting one thing first: our client’s goals. Since the beginning, we have served entrepreneurs, executives, and multigenerational families who require complex wealth management solutions and unbiased advice to grow and preserve their wealth. When you work with us, you’re partnering with a firm trusted by clients and recognized by industry leaders alike.

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.

What Sets Lido Apart

One Team Closes the Gaps

Your financial outcomes can depend on how consistently your advisors identify opportunities and help avoid the costly mistakes that may happen when no one is looking at the whole picture. Lido One brings together investment, tax, estate, and planning specialists to help deliver more coordinated financial planning.

Access That's Hard to Get Alone

Our long-standing networks can provide access to private equity, private credit, and select co-investment opportunities that may not be broadly available to individual investors. By aggregating client capital, we may be able to reduce minimums and expand the range of available opportunities.

In-house investment capabilities

Rather than outsourcing your portfolio to third-party managers, Lido primarily implements proprietary investment strategies in-house. This can provide greater control, deeper transparency, and flexibility in managing fees.

Fiduciary. Always.

We are legally and ethically obligated to act in your best interest. We don’t earn commissions. We don’t sell products. And we offer full transparency about our fees and any potential conflicts of interest.

Lido One is a single, integrated platform combining all of the outlined services, but not all the services are provided by Lido Advisors, LLC ("Lido"). Lido does not provide legal or tax advice or trustee services. Lido's affiliates, including, but not limited to, Lido Tax, LLC ("L-Tax"), Enterprise Trust & Investment Company, Enterprise Trust Company ("Enterprise Trust"), and affiliated third-party legal professionals will, upon request, provide formal legal, tax, and/or trustee services for Lido's clients under separate agreement. Prospects and clients are urged to seek the advice of their own independent counsel or tax professional should such services be required.

Entrepreneurs and business owners

From equity compensation and business succession to post-liquidity planning, we help business owners translate the value they’ve built into lasting personal wealth.
Senior executives

Complex compensation structures such as RSUs, stock options, deferred pay, and concentrated positions require coordinated management across investments, taxes, and planning. We specialize in it.
Multigenerational families

Preserving and growing wealth across generations demands more than good investments. We bring together estate planning, trust structures, and investment strategy to help protect your family’s legacy.
Individuals navigating major transitions

Whether you’re preparing for retirement, managing an inheritance, navigating a divorce, or approaching a liquidity event, Lido can provide coordinated guidance to help you make the most of what’s next.

Our Recent Perspectives

Investment Management

Cap and Cushion: A Compelling Way to Manage Market Risk

August 17, 2026

By Kayla Kaltenecker, CFP^®, Director, Chief of Staff, Investment Management Department

Financial Planning

Roth Conversion Strategies: When and How Much to Convert

August 12, 2026

Investment Management

Managing Concentrated Stock Positions: A Strategic Guide

August 18, 2026

By Kayla Kaltenecker, CFP^®, Director, Chief of Staff, Investment Management Department

Financial Planning

Sequence of Returns Risk: Understanding How Return Timing Impacts Your Retirement Income

August 27, 2026

What We're Asked Most

How are financial advisors and RIA firms ranked?

Independent publishers such as Barron’s, Forbes, and RIA Magazine rank firms and advisors using quantitative and qualitative factors, including assets under management, revenue, client retention, years of experience, and regulatory record. Each publisher sets and updates its own methodology.

What is the difference between a top RIA firm and a top advisor ranking?

A firm ranking recognizes the organization as a whole, including its scale and service model. An advisor ranking recognizes an individual practitioner. Lido has been recognized in both categories.

Does a ranking mean an advisor is right for me?

A ranking can be a useful signal of experience and consistency. Fit may depend on whether the firm handles situations like yours and whether you want a fiduciary relationship. A conversation can help determine whether the firm is a good fit for your needs.

Did Lido pay to receive these rankings?

Our firm’s inclusion on top wealth management rankings is not the result of payment, sponsorship, or advertising arrangements. We do not pay fees to be considered, listed, or featured on any third-party rankings or lists. Recognition from these organizations is based solely on their independent evaluation criteria — which may include factors like assets under management, client satisfaction, regulatory record, and years in practice.

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Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

A Top-Ranked Wealth Management Firm, Built Around You

What Sets Lido Apart

Who We Serve

Entrepreneurs and business owners

Senior executives

Multigenerational families

Individuals navigating major transitions