Our Locations

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Tulsa, OK
Tulsa
1605 S Boston Ave, Tulsa, OK 74119
74119
Jacksonville, FL
Jacksonville
10752 Deerwood Park Blvd., South Waterview II, Suite 100, Jacksonville, FL 32256
32256
Naples, FL
Naples
4851 Tamiami Trail North, Suite 200, Naples, FL 34103
34103
Fort Lauderdale, FL
Fort Lauderdale
501 East Las Olas Blvd., Suites 200 & 300, Fort Lauderdale, FL 33301
33301
Cleveland, OH
Beachwood
2000 Auburn Drive, One Chagrin Highlands, Suite 200, Beachwood, OH 44122
44122
Austin, TX
Austin
7000 North Mopac Expressway, 2nd Floor, Austin, TX 78731
78731
Los Gatos, CA
Los Gatos
15425 Los Gatos Blvd., Ste 151, Los Gatos, CA 95032
95032
St. Louis, MO
St. Louis
100 Chesterfield Business Parkway, 2nd Floor, St. Louis, MO 63005
63005
Indianapolis, IN
Indianapolis
8888 Keystone Crossing, Suite 1300, Indianapolis, IN 46420
46420
Warren, NJ
Warren
10 Independence Blvd, Suite 120, Warren, NJ 07059
07059
San Ramon, CA
San Ramon
12667 Alcosta Blvd, Suite 150, San Ramon, CA 94583
94583
Edina, MN
Edina
7701 France Avenue S, Suite 230, Edina, MN 55435
55435
Cottonwood Heights, UT
Cottonwood Heights
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047
84047
East Palo Alto, CA
East Palo Alto
1950 University Ave, Suite 500A, East Palo Alto, CA 94303
94303
South Jordan, UT
South Jordan
489 South Jordan Parkway, Suite 224, South Jordan, Utah 84095
84095
Ann Arbor, MI
Ann Arbor
110 Miller Ave, First Floor, Ann Arbor, MI 48104
48104
Scottsdale, AZ
Scottsdale
6263 N Scottsdale Rd., Suite 185, Scottsdale, AZ 85250
85250
San Francisco, CA
San Francisco
50 California Street, Suite 1500, San Francisco, CA 94111
94111
West Hartford, CT
West Hartford
15 N Main Street, Suite 100, West Hartford, CT 06107
06107
Denver, CO
Denver
4643 S. Ulster Street, Suite 1040, Denver, CO 80237
80237
New Albany, OH
New Albany
29 S. High Street, Suite A, New Albany, OH 43054
43054
Bellevue, WA
Bellevue
10900 NE 8th Street, Suite 1670, Bellevue, WA 98004
98004
Louisville, CO
Louisville
726 Front St., Suite 230, Louisville, CO 80027
80027
Mequon, WI
Mequon
1333 W. Towne Square Rd., Mequon, WI 53092
53092
McLean, VA
McLean
1751 Pinnacle Dr., Suite 600, McLean, VA 22102
22102
Novi, MI
Novi
39555 Orchard Hill Place, Suite 600, Novi, Michigan 48375
48375
Loveland, CO
Loveland
4848 Thompson Parkway, Suite 320, Johnstown, CO 80534
08534
Boulder, CO
Boulder
4840 Pearl East Circle, Suite 300E Boulder, CO 80301
80301
Red Bank, NJ
Red Bank
331 Newman Springs Rd, One River Center Bldg 3, Ste: 213 Red Bank, NJ 07701
07701
Seattle, WA
Seattle
255 South King Street, Suite 800, Seattle, WA 98104
98104
Houston, TX
Houston
2200 Post Oak Blvd, Suite 1000, Houston, TX 77056
77056
Dallas, TX
Dallas
2101 Cedar Springs Road, Suite 650, Dallas, TX 75201
75201
Franklin, TN
Franklin
231 Public Square, Suite 300, Franklin, TN 37064
37064
Bluffton, SC
Bluffton
110 Traders Cross, 1st Floor, Bluffton, SC 29909
29909
New York, NY
New York
489 Fifth Avenue, 2nd Floor, New York, NY 10017
10017
Omaha, NE
Omaha
14301 FNB Parkway, Suite 100, Omaha, NE 68154
68154
Raleigh, NC
Raleigh
421 Fayetteville Street, Suite 1100, Raleigh, NC 27601
27601
Charlotte, NC
Charlotte
6000 Fairview Road, Suite 1200, Charlotte, NC 28210
28210
Bethesda, MD
Bethesda
4800 Hampden Lane, Suite 200, Bethesda, MD 20814
20814
Boston, MA
Wellesley
31 Washington St., 2nd Floor, Wellesley, MA 02481
02481
Chicago, IL
Chicago
732 W Randolph, Suite 600, Chicago, IL 60661
60661
Atlanta, GA
Atlanta
The Terraces – South, 115 Perimeter Center Place, Suite 875, Atlanta, Georgia 30346
30346
Tampa, FL
Tampa
3001 N. Rocky Point Drive East, Suite 200, Tampa, FL 33607
33607
Orlando, FL
Orlando
111 N Orange Avenue, 8th Floor, Orlando, FL 32801
32801
Boca Raton, FL
Boca Raton
1875 Corporate Boulevard NW, Suite 110, Boca Raton, FL 33431
33431
New Haven, CT
New Haven
157 Church Street, 19th Floor, New Haven, CT 06510
06510
Walnut Creek, CA
Walnut Creek
2121 N. California Blvd, Suite 290, Walnut Creek, CA 94596
94596
Santa Barbara, CA
Santa Barbara
7 West Figueroa Street, Suite 200, Santa Barbara, CA 93101
93101
Pasadena, CA
Pasadena
301 N. Lake Ave, Suite 308, Pasadena, CA 91101
91101
San Diego, CA
San Diego
11988 El Camino Real, Suite 650 San Diego, CA 92130
92130
Newport Beach, CA
Newport Beach
4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660
92660
Los Angeles, CA
Los Angeles
1875 Century Park East, Suite 950, Los Angeles, CA 90067
90067

Contact us

If you are a prospective client, please use the Request an Intro module below to connect with an advisor. Lido has more than 40 offices across the U.S., and even if we do not have a location in your local town, our team of leading advisors can still deliver our holistic, personalized approach to wealth advisory.

For all other inquiries, including press, careers, or prospective partnerships, please contact us here.

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Brennan Fontana

Senior Vice President, Digital Distribution and Partnership

Request an Intro

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Taxes, legacy, philanthropy, retirement planning, and dozens of other complex, interrelated factors affect your wealth just as much market returns. That's why our signature family office style brings together proactive professionals from multiple disciplines to manage your wealth with a holistic vision of your entire financial life.

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