Lido Awards

21 September 2023

Lido Named to Barron's 2023 Top 100 RIA Firms

Barron’s newly updated Top 100 RIA Firms has Lido ranked #33 for 2023. That’s up three positions from last year, continuing our progress since we first appeared in 2020, ranked #52.

“It’s an honor to be recognized once again by Barron’s,” said CEO Jason Ozur. “Our placement on the list is confirmation that Lido’s strategy clearly stands out amongst our peers.”

Barron’s uses both qualitative and quantitative criteria to determine the annual ranking. They consider a firm’s assets under management, revenue generated, its regulatory record, staffing levels and diversity, technology spending, and succession planning.

Our rise in the rankings reflects our impressive growth and the resonance our family office style model has with clients. We believe we are creating a new standard in wealth management by offering holistic planning across investments, taxes, estates and trusts, and legacy creation.

We look forward to continuing to innovate and evolve and rising even further in the rankings in the years to come,” said Ozur.

See the full list and read more about Barron’s rankings here.

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