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Houston
2200 Post Oak Blvd.
Suite 1000
Houston, TX 77056
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Oklahoma City
600 N. Robinson, Suite 910
Oklahoma City, OK 73102
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Houston
2100 West Loop South
Houston, TX 77027
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St. Louis
2 Cityplace Drive
Suite 200
St. Louis, MO 63141
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Washington
1050 Connecticut Ave NW
Suite 500
Washington D.C. 20036
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Beaverton
4145 SW Watson
Suite 350
Beaverton, OR 97005
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Cincinnati
8044 Montgomery Road
Suite 700
Cincinnati, OH 45236
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Cranberry Township
2009 Mackenzie Way
Suite 100
Cranberry Township, PA 16066
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Kansas City
5251 West 116th Place
Suite 200
Leawood, KS, 66211-7820
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Nashville
1 Music Circle North
Suite 400
Nashville, TN 37203
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Philadelphia
1650 Market Street
Suite 3600
Philadelphia, PA 19103
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Plano
5851 Legacy Circle
6th Floor
Plano, TX 75024
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Sacramento
333 University Avenue
Suite 200
Sacramento, CA 95825
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San Antonio
227 North Loop 1604 East
Suite 1500
San Antonio, TX 78232
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The Woodlands
21 Waterway Avenue
Suite 300
The Woodlands, TX 77380
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Tulsa
1605 S. Boston Ave.
Tulsa, OK 74119
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Indianapolis
8888 Keystone Crossing
Indianapolis, IN 46240
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St. Louis
100 Chesterfield Business Pkwy.
2nd Floor
Chesterfield, MO 63005
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Los Gatos
15425 Los Gatos Blvd.
Suite 151
Los Gatos, CA 95032
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Beachwood
One Chagrin Highlands
2000 Auburn Dr.
Beachwood, OH 44122
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Fort Lauderdale
501 East Las Olas Blvd.
Suite 200 & 300
Fort Lauderdale, FL 33301
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Naples
4851 Tamiami Trail North
Suite 200
Naples, FL 34103
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Jacksonville
10752 Deerwood Park Blvd.
Suite 100
Jacksonville, FL 32256
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Austin
7000 North Mopac Expwy.
2nd Floor
Austin, TX 78731
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Warren
10 Independence Blvd.
Suite 120
Warren, NJ 07059
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San Ramon
12667 Alcosta Blvd.
Suite 150
San Ramon, CA 94583
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Edina
7701 France Avenue S.
Suite 230
Edina, MN 55435
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Scottsdale
6263 N. Scottsdale Rd.
Suite 185
Scottsdale, AZ 85250
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Salt Lake City
6985 Union Park Center
Suite 435
Cottonwood Heights, UT 84047
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Walnut Creek
2121 North California Blvd.
Suite 290
Walnut Creek, CA 94596
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Tampa
3001 North Rocky Point Drive E.
Suite 200
Tampa, FL 33607
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Salt Lake City
489 South Jordan Pkwy.
Suite 224
South Jordan, UT 84095
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Seattle
255 South King St.
Suite 800
Seattle, WA 98104
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Santa Barbara
7 West Figueroa St.
Suite 200
Santa Barbara, CA 93101
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San Diego
11988 El Camino Real
Suite 650
San Diego, CA 92130
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Red Bank
One River Center – Building 3
331 Newman Springs Rd.
Suite 213
Red Bank, NJ 07701
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Raleigh
421 Fayetteville St.
Suite 1100
Raleigh, NC 27601
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West Hartford
15 North Main St.
Suite 100
West Hartford, CT 06107
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Pasadena
301 N. Lake Ave.
Suite 308
Pasadena, CA 91101
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Orlando
111 N. Orange Ave.
8th Floor
Orlando, FL 32801
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Omaha
14301 FNB Pkwy.
Suite 100
Omaha, NE 68154
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Detroit
39555 Orchard Hill Pl.
Suite 600
Novi, MI 48375
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Newport Beach
620 Newport Center Drive,
4th Floor, Suite 420
Newport Beach, CA 92660
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New York
489 Fifth Ave.
2nd Floor
New York, NY 10017
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New Haven
157 Church St.
19th Floor
New Haven, CT 06510
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Columbus
29 S. High St.
Suite A
New Albany, OH 43054
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Milwaukee
1333 W. Towne Square Rd.
Mequon, WI 53092
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Loveland
4848 Thompson Pkwy.
Suite 320
Johnstown, CO 80534
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Louisville
726 Front St.
Suite 230
Louisville, CO 80027
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Los Angeles
1875 Century Park East
Suite 950
Los Angeles, CA 90067
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Houston
1980 Post Oak Blvd.
Suite 100, 200 and 300
Houston, TX 77056
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Franklin
3401 Mallory Lane
Suite 100 & 200
Franklin, TN 37067
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Palo Alto
1950 University Ave.
Suite 500A
East Palo Alto, CA 94303
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Denver
4643 S. Ulster St.
Suite 1040
Denver, CO 80237
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Dallas
2101 Cedar Springs Rd.
Suite 650
Dallas, TX 75201
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Chicago
732 W. Randolph St.
Suite 600
Chicago, IL 60661
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Charlotte
6000 Fairview Rd.
Suite 1200
Charlotte, NC 28210
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Boulder
4840 Pearl East Circle
Suite 300E
Boulder, CO 80301
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Boston
15 Walnut Street
Suite 100
Wellesley, MA 02481
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Boca Raton
1875 Corporate Blvd. NW
Suite 110
Boca Raton, FL 33431
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Bluffton
110 Traders Cross
1st Floor
Bluffton, SC 29909
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Bethesda
4800 Hampden Ln.
Suite 200
Bethesda, MD 20814
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Bellevue
10900 NE 8th St.
Suite 1670
Bellevue, WA 98004
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Atlanta
115 Perimeter Center Pl.
Suite 875
Atlanta, GA 30346
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Ann Arbor
110 Miller Ave.
1st Floor
Ann Arbor, MI 48104

Lido Advisors Office Locations

Find a Lido Advisors office near you. Our nationwide team offers personalized wealth management and financial planning, in person or virtually.

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The Michigan Theater marquee and downtown Ann Arbor buildings beneath a partly cloudy sky.

Ann Arbor, MI

110 Miller Ave.
1st Floor
Ann Arbor, MI 48104

(734) 849-3113
Learn more
Downtown Atlanta at dusk, with illuminated high-rises and a Ferris wheel in the foreground.

Atlanta, GA

115 Perimeter Center Pl.
Suite 875
Atlanta, GA 30346

(770) 766-4980
Learn more
Downtown Austin at sunset, with bridges crossing the river beside the skyline.

Austin, TX

7000 North Mopac Expwy.
2nd Floor
Austin, TX 78731

(512) 640-2168
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The Cleveland skyline and an illuminated bridge reflected in the river at dusk.

Beachwood, OH

One Chagrin Highlands
2000 Auburn Dr.
Beachwood, OH 44122

(216) 516-2110
Learn more
Lakeside homes and autumn trees reflected in calm water beneath wooded hills.

Beaverton, OR

4145 SW Watson
Suite 350
Beaverton, OR 97005

(800) 301-5436
Learn more
An aerial view of Bellevue with waterfront homes, a marina, and high-rises in the distance.

Bellevue, WA

10900 NE 8th St.
Suite 1670
Bellevue, WA 98004

(425) 528-8807
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Bethesda

Bethesda, MD

4800 Hampden Ln.
Suite 200
Bethesda, MD 20814

(301) 298-3771
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Historic waterfront buildings and moored boats along the river in Savannah.

Bluffton, SC

110 Traders Cross
1st Floor
Bluffton, SC 29909

(843) 733-9242
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A gazebo surrounded by palm trees and colorful buildings in Boca Raton.

Boca Raton, FL

1875 Corporate Blvd. NW
Suite 110
Boca Raton, FL 33431

(561) 468-2430
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Boston waterfront buildings and high-rise towers beneath a clear blue sky.

Boston, MA

15 Walnut Street
Suite 100
Wellesley, MA 02481

(781) 250-3889
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Downtown Boulder buildings with the Flatirons rising in the background.

Boulder, CO

4840 Pearl East Circle
Suite 300E
Boulder, CO 80301

(303) 346-1008
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An aerial view of downtown Charlotte with high-rise buildings beneath a blue sky.

Charlotte, NC

6000 Fairview Rd.
Suite 1200
Charlotte, NC 28210

(704) 457-2529
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Cloud Gate in Chicago’s Millennium Park with visitors and downtown skyscrapers behind it.

Chicago, IL

732 W. Randolph St.
Suite 600
Chicago, IL 60661

(312) 467-7286
Learn more
The Cincinnati skyline and a suspension bridge over the river at dusk.

Cincinnati, OH

8044 Montgomery Road
Suite 700
Cincinnati, OH 45236

(800) 301-5436
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The downtown Columbus skyline beside the river in warm evening light.

Columbus, OH

29 S. High St.
Suite A
New Albany, OH 43054

(614) 683-5373
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An aerial view of homes, roads, and wooded hills with autumn foliage.

Cranberry Township, PA

2009 Mackenzie Way
Suite 100
Cranberry Township, PA 16066

(800) 301-5436
Learn more
Downtown Dallas skyscrapers beneath a blue sky.

Dallas, TX

2101 Cedar Springs Rd.
Suite 650
Dallas, TX 75201

(214) 273-2347
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The downtown Denver skyline in warm evening light with mountains in the distance.

Denver, CO

4643 S. Ulster St.
Suite 1040
Denver, CO 80237

(303) 900-0685
Learn more
The Detroit waterfront skyline and Renaissance Center beneath a pink evening sky.

Detroit, MI

39555 Orchard Hill Pl.
Suite 600
Novi, MI 48375

(248) 965-5315
Learn more
An aerial view of office buildings, parking structures, and tree-lined streets in Edina.

Edina, MN

7701 France Avenue S.
Suite 230
Edina, MN 55435

(952) 213-0915
Learn more
Boats moored along a Fort Lauderdale waterway lined with palm trees and waterfront buildings.

Fort Lauderdale, FL

501 East Las Olas Blvd.
Suite 200 & 300
Fort Lauderdale, FL 33301

(954) 539-9021
Learn more
The Nashville skyline and a bridge reflected in the river at sunset.

Franklin, TN

3401 Mallory Lane
Suite 100 & 200
Franklin, TN 37067

(615) 560-9323
Learn more
Houston

Houston, TX

2100 West Loop South
Houston, TX 77027

(713) 322-4260
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Houston

Houston, TX

2200 Post Oak Blvd.
Suite 1000
Houston, TX 77056

(800) 301-5436
Learn more
The downtown Houston skyline beyond a green park and autumn-colored trees.

Houston, TX

1980 Post Oak Blvd.
Suite 100, 200 and 300
Houston, TX 77056

(800) 301-5436
Learn more
The Soldiers and Sailors Monument in downtown Indianapolis at sunset.

Indianapolis, IN

8888 Keystone Crossing
Indianapolis, IN 46240

(317) 961-3562
Learn more
Downtown Jacksonville beside the river, with a blue steel bridge in the foreground.

Jacksonville, FL

10752 Deerwood Park Blvd.
Suite 100
Jacksonville, FL 32256

(904) 513-9437
Learn more
The downtown Kansas City skyline with illuminated buildings beneath a purple evening sky.

Kansas City, KS

5251 West 116th Place
Suite 200
Leawood, KS, 66211-7820

(800) 301-5436
Learn more
An aerial view of downtown Los Angeles skyscrapers in warm light with hills in the distance.

Los Angeles, CA

1875 Century Park East
Suite 950
Los Angeles, CA 90067

(310) 818-7525
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A tree-lined Los Gatos shopping street with storefronts and parked cars.

Los Gatos, CA

15425 Los Gatos Blvd.
Suite 151
Los Gatos, CA 95032

(408) 805-3079
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Brick storefronts along a quiet street with trees and mountains in the background.

Louisville, CO

726 Front St.
Suite 230
Louisville, CO 80027

(303) 562-1497
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An elevated view along a downtown street with brick buildings, a clock tower, and distant mountains.

Loveland, CO

4848 Thompson Pkwy.
Suite 320
Johnstown, CO 80534

(970) 446-5671
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The Milwaukee waterfront skyline and white pavilion of the Milwaukee Art Museum at dusk.

Milwaukee, WI

1333 W. Towne Square Rd.
Mequon, WI 53092

(262) 946-5043
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Colorful waterfront buildings, palm trees, and boats reflected in the water in Naples.

Naples, FL

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

(239) 457-0238
Learn more
An aerial view of downtown Nashville and a pedestrian bridge spanning the river.

Nashville, TN

1 Music Circle North
Suite 400
Nashville, TN 37203

(800) 301-5436
Learn more
An aerial view of New Haven with downtown buildings and tree-lined neighborhoods.

New Haven, CT

157 Church St.
19th Floor
New Haven, CT 06510

(203) 405-9398
Learn more
The Manhattan skyline at sunset with the Empire State Building rising above surrounding towers.

New York, NY

489 Fifth Ave.
2nd Floor
New York, NY 10017

(212) 540-1262
Learn more
An aerial view of Newport Beach harbor filled with boats and waterfront homes at sunset.

Newport Beach, CA

620 Newport Center Drive,
4th Floor, Suite 420
Newport Beach, CA 92660

(949) 762-7893
Learn more
Downtown Oklahoma City skyscrapers and surrounding buildings beneath a blue sky.

Oklahoma City, OK

600 N. Robinson, Suite 910
Oklahoma City, OK 73102

(405) 876-4443
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Downtown Omaha buildings illuminated beneath a clear evening sky.

Omaha, NE

14301 FNB Pkwy.
Suite 100
Omaha, NE 68154

(402) 671-0879
Learn more
An aerial view of downtown Orlando buildings surrounding Lake Eola.

Orlando, FL

111 N. Orange Ave.
8th Floor
Orlando, FL 32801

(407) 606-6860
Learn more
A tree-lined shopping street with brick storefronts, restaurant patios, and outdoor seating.

Palo Alto, CA

1950 University Ave.
Suite 500A
East Palo Alto, CA 94303

(650) 629-3817
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A palm-lined Pasadena street with red-tiled roofs and the dome of City Hall in the distance.

Pasadena, CA

301 N. Lake Ave.
Suite 308
Pasadena, CA 91101

(626) 702-2212
Learn more
An aerial view of Philadelphia skyscrapers with the river in the distance at sunset.

Philadelphia, PA

1650 Market Street
Suite 3600
Philadelphia, PA 19103

(800) 301-5436
Learn more
An aerial view of modern office buildings, landscaped roads, and highways in Plano.

Plano, TX

5851 Legacy Circle
6th Floor
Plano, TX 75024

(800) 301-5436
Learn more
The downtown Raleigh skyline in warm evening light.

Raleigh, NC

421 Fayetteville St.
Suite 1100
Raleigh, NC 27601

(919) 636-3831
Learn more
Waterfront buildings, docks, and boats along the river in Red Bank.

Red Bank, NJ

One River Center – Building 3
331 Newman Springs Rd.
Suite 213
Red Bank, NJ 07701

(732) 393-8680
Learn more
An aerial view of Sacramento’s Tower Bridge crossing the river at sunset.

Sacramento, CA

333 University Avenue
Suite 200
Sacramento, CA 95825

(800) 301-5436
Learn more
Salt Lake City

Salt Lake City, UT

489 South Jordan Pkwy.
Suite 224
South Jordan, UT 84095

(385) 438-7730
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Salt Lake City at dusk, with the Utah State Capitol and mountains beyond the skyline.

Salt Lake City, UT

6985 Union Park Center
Suite 435
Cottonwood Heights, UT 84047

(385) 317-3776
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The San Antonio skyline and Tower of the Americas beneath a blue evening sky.

San Antonio, TX

227 North Loop 1604 East
Suite 1500
San Antonio, TX 78232

(800) 301-5436
Learn more
A sailboat on San Diego Bay with the downtown skyline in the background.

San Diego, CA

11988 El Camino Real
Suite 650
San Diego, CA 92130

(858) 331-8806
Learn more
Homes spread across a green valley in San Ramon with rolling hills and wildflowers in the foreground.

San Ramon, CA

12667 Alcosta Blvd.
Suite 150
San Ramon, CA 94583

(925) 320-3665
Learn more
An aerial view of Santa Barbara’s coastline, beach, palm trees, and pier.

Santa Barbara, CA

7 West Figueroa St.
Suite 200
Santa Barbara, CA 93101

(805) 793-0915
Learn more
An aerial view of Scottsdale at sunset with a desert mountain in the background.

Scottsdale, AZ

6263 N. Scottsdale Rd.
Suite 185
Scottsdale, AZ 85250

(480) 725-5099
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The Seattle waterfront with a marina, downtown buildings, and the Space Needle in the distance.

Seattle, WA

255 South King St.
Suite 800
Seattle, WA 98104

(206) 681-2749
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St. Louis

St. Louis, MO

2 Cityplace Drive
Suite 200
St. Louis, MO 63141

(636) 425-3112
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St. Louis

St. Louis, MO

100 Chesterfield Business Pkwy.
2nd Floor
Chesterfield, MO 63005

(636) 425-3112
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Tampa

Tampa, FL

3001 North Rocky Point Drive E.
Suite 200
Tampa, FL 33607

(813) 502-2542
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The Woodlands

The Woodlands, TX

21 Waterway Avenue
Suite 300
The Woodlands, TX 77380

(800) 301-5436
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Tulsa

Tulsa, OK

1605 S. Boston Ave.
Tulsa, OK 74119

(918) 324-4963
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Walnut Creek

Walnut Creek, CA

2121 North California Blvd.
Suite 290
Walnut Creek, CA 94596

(925) 568-7394
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Warren

Warren, NJ

10 Independence Blvd.
Suite 120
Warren, NJ 07059

(908) 402-4709
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Washington

Washington

1050 Connecticut Ave NW
Suite 500
Washington D.C. 20036

(800) 301-5436
Learn more
West Hartford

West Hartford, CT

15 North Main St.
Suite 100
West Hartford, CT 06107

(860) 467-0874
Learn more

Request an Introduction

Start a conversation with our team about your goals and how Lido can help. Prefer to schedule by phone? Call us: (800) 301-5436

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.