The national firm offering personalized wealth management solutions for high net worth individuals was ranked 13th nationally this year
LOS ANGELES — Nov. 2, 2022 — Lido Advisors LLC, a leading wealth management firm for high net worth individuals, announced today that the firm has been ranked No. 13 on Forbes’ list of America’s Top RIA Firms for 2022. Lido Advisors’ impressive ranking, owed to its continued growth and unique, personalized business model, further establishes the firm as a nationwide leader in wealth management, guided by some of the top advisers in the industry.
“Proactive investment management and wealth planning are essential. As the economy evolves, Lido will continue to advance growth, build our team and deliver tailored strategies on behalf of our clients. We thank Forbes for this recognition and look forward to continuing to offer top-tier service and strategies to our network of clients,” said Ken Stern, president of Lido Advisors.
Forbes partners with Shook Research to rank the Top 100 RIA firms based on due diligence meetings and a ranking algorithm that includes a measure of best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria.
Jason Ozur, CEO at Lido, added, “I am incredibly proud of the Lido team for their achievements that have led to this recognition among other impressive industry leaders. This ranking speaks volumes to Lido’s dedication to acting in the best interest of our clients through personalized and bespoke services.”