News & Press

Lido Advisors Named to Barron’s 2021 Top 100 RIA Firms

Published 10-05-2021

Share

Los Angeles-Based Investment Advisory Ranked at Number 42

(BUSINESS WIRE)–Lido Advisors, LLC, a full service, independent, registered investment advisory firm, was ranked at number 42 in Barron’s 2021 listing of the Top 100 RIA (Registered Investment Advisor) firms in the United States. This is compared to last year’s ranking of number 52.

Barron’s magazine each year ranks the top 100 RIA firms based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

Gregory Kushner, Senior Managing Director and Chairman of Lido Advisors, said: “We are very pleased to have placed so highly and jumped significantly on Barron’s authoritative ranking of the best investment advisors in the country. I attribute our fast growth on this list to our peerless staff who have the seasoned experience to partner with our clients in their pursuit of customized investment solutions.”

Ken Stern, President of Lido Advisors stated, “This is a complex time for consumers. At Lido we are focused on proactively seeking solutions to grow and protect their life and legacy.”

“The independent advisor industry is growing up fast,” according to Barron’s. “The industry has grown to encompass more than $10 trillion of client assets across more than 14,000 firms. And in a sure sign of maturation, RIAs are now being bought up, often by one another, at a breakneck pace.”

As a Registered Investment Adviser (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Constantly aligned with the interests of the clients they serve, Lido Advisors’ core principles include maintaining the highest levels of integrity and transparency in process, costs, investments and reporting, while striving for solid risk adjusted returns. As part of the wealth management process, Lido Advisors takes care to educate and inform its clients regarding investment ideas and strategies, keeping the client involved throughout the process to help provide peace of mind.