Lido Advisors, a nationally recognized wealth advisory firm with over $42 billion in regulatory assets under management, proudly announces that Alexandra Browne, Senior Managing Director and Chief Development Officer, Michael Karsa, Senior Managing Director and President, Midwest & Arizona, Jason Blumberg, Senior Managing Director, Senior Wealth Advisor, Market Lead, and Erica Ghotra, CRPC®, CRPS®, Managing Director, Senior Wealth Advisor, have been honored as Forbes 2026 Best-In-State Wealth Advisors.
Forbes’ eighth annual ranking of Best-In-State Wealth Advisors features 11,302 seasoned wealth managers, managing cumulative assets of over $20.6 trillion.
According to R.J. Shook, President of SHOOK Research, which partners with Forbes on the rankings, the Best-In-State Wealth Advisors list is based on 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, Michael, Jason, Erica, and their areas of expertise and passion for client services, please visit:
Alexandra Browne | Lido (lidoadvisors.com)
Michael Karsa | Lido (lidoadvisors.com)
