Lido Awards

13 February 2024

Alexandra Browne and Erica Ghotra Named as Forbes 2023 Best-In-State Women Advisors

Recognition Highlights Exceptional Commitment to Client Services and Financial Leadership

Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals, with $18.9 billion RAUM, proudly announces that Alexandra Browne, Chief Development Officer, Senior Managing Director and Erica Ghotra, Managing Director have been honored as Forbes 2024 Best-In-State Women Advisors.  Alexandra’s honor in Forbes’ Texas list and Erica’s honor in Forbes’ Southern California list recognizes their dedication to excellence, client service, and industry leadership.

According to Forbes, “the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion.” The Best-In-State Women Advisors list showcases the top-performing women advisors nationwide, spotlighting their unwavering commitment to produce unparalleled financial guidance and fostering long-term client success.

“Alexandra and Erica exemplify the pinnacle of excellence in wealth advisory, and we are elated at their well-deserved recognition as Forbes 2023 Best-In-State Women Advisors,” said Jason Ozur, CEO of Lido Advisors, “Their dedication to client service, coupled with their deep expertise and integrity, sets a standard for our entire team at Lido Advisors.”

According to R.J. Shook, President of Shook Research as appeared in Forbes, Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, is based on an algorithm of qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

For more about Alexandra and Erica, their areas of expertise and passion for client services, please visit:

Alexandra Browne

Erica Ghotra, AIF®, CRPC®, CRPS®



Shook Forbes Methodology (From Forbes February 2024)

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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