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Published 07-05-2018

Lido Advisors named one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine

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Published 7.5.18

Financial Advisor Magazine’s “Top 50 Fastest-Growing Firms with More than $250 Million in AUM”: Financial Advisor Magazine selects its “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” recipients using a proprietary selection method which considers: adviser AUM (assets under management), AUM growth rate, assets per client, percent of growth in assets per client, and percent change in number of clients. The information used for selection is provided by the Advisor, sourced from regulatory disclosures and includes the magazine’s own research; no fee is paid for consideration in the selection process. The inclusion of a wealth manager on the “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” list should not be construed as an endorsement of the wealth manager by Financial Advisor Magazine. Working with a “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” wealth manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Financial Advisor Magazine in the future. Financial Advisor Magazine is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the “Top 50 Fastest-Growing Firms with More than $250 Million in AUM”, go to https://www.fa-mag.com/news/ria-survey—ranking-2018-39594.html?section=133

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