Financial Advisor Magazine has named Lido Advisors to two of its most competitive 2026 rankings: the RIA Ranking, where Lido placed No. 16 among firms with $1 billion or more in assets, and the Top 50 Fastest-Growing Firms list, where Lido ranked No. 33. The firm closed out 2025 with $42.5 billion in assets under management, a 46% increase year over year.
Financial Advisor’s annual RIA Survey & Ranking is built from data submitted directly by participating firms, covering year-end assets, growth rates, discretionary versus non-discretionary AUM, and client metrics. The result is one of the industry’s most closely watched snapshots of where independent wealth management is headed.
This year’s accompanying feature, “The Stars Are Aligned,” takes a hard look at what’s actually driving the RIA industry’s growth story, and whether all of it can be taken at face value. As the piece notes, custodians who know RIA firms intimately often question whether organic growth across the industry is genuine or whether firms are simply coasting on a long bull market. Against that backdrop of industry-wide skepticism, Lido’s placement on both lists underscores that its growth is being recognized as more than a market tailwind.
“We’re honored to be recognized on both lists this year,” said Ken Stern, co-CEO of Lido Advisors. “Growth like this doesn’t happen in a vacuum. It’s a direct reflection of the dedication our team brings every day and the trust our clients place in us. We couldn’t have done this without them.”
Read the full 2026 RIA Survey & Ranking: Financial Advisor Magazine’s 2026 RIA Rankings
