Lido Climbs to #14 on Barron’s 2026 Top 100 RIA Firms List, Marking Six Consecutive Years of Progress
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Lido Climbs to #14 on Barron’s 2026 Top 100 RIA Firms List, Marking Six Consecutive Years of Progress
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Barron’s newly updated Top 100 RIA Firms ranking places Lido Advisors at #14 for 2026, marking another milestone in the firm’s continued growth. Since first appearing on the list at #52 in 2020, Lido has climbed 38 spots, advancing in the rankings every year since.
Lido ranked #41 in 2021, #36 in 2022, #33 in 2023, #23 in 2024, and #18 in 2025 before reaching #14 this year, marking six consecutive years of progress.
“We’re honored to be recognized by Barron’s and to see Lido continue to move forward in the rankings,” said Jason Ozur, CEO of Lido Advisors. “Our progress reflects the strength of our team, the trust our clients place in us, and our commitment to delivering a comprehensive wealth management experience.”
Our integrated platform, Lido One, brings together specialists across multiple disciplines of wealth management, including investing, tax planning, and trust and estate planning, helping provide a coordinated view of clients’ broader financial lives.
As Lido continues to grow, the firm remains focused on investing in its people, technology and capabilities while maintaining the personalized service and long-term relationships at the core of its approach.
Rankings developed by Barron’s using proprietary algorithms. Awarded 09/14/26 for data as of 06/30/26. Lido paid no application fee for consideration. Lido does, however, pay Barron’s licensing fees for the right to use associated logos, badges, and ranking references in its marketing materials.
Lido One is a single, integrated platform combining all of the outlined services, but not all the services are provided by Lido Advisors, LLC (“Lido”). Lido does not provide legal or tax advice or trustee services. Lido’s affiliates, including, but not limited to, Lido Tax, LLC (“L-Tax”), Enterprise Trust & Investment Company, Enterprise Trust Company (“Enterprise Trust”), and affiliated third-party legal professionals will, upon request, provide formal legal, tax, and/or trustee services for Lido’s clients under separate agreement. Prospects and clients are urged to seek the advice of their own independent counsel or tax professional should such services be required.
Rankings developed by Barron’s using proprietary algorithms. Awarded 09/14/26 for data as of 06/30/26. Lido paid no application fee for consideration. Lido does, however, pay Barron’s licensing fees for the right to use associated logos, badges, and ranking references in its marketing materials.
Lido One is a single, integrated platform combining all of the outlined services, but not all the services are provided by Lido Advisors, LLC (“Lido”). Lido does not provide legal or tax advice or trustee services. Lido’s affiliates, including, but not limited to, Lido Tax, LLC (“L-Tax”), Enterprise Trust & Investment Company, Enterprise Trust Company (“Enterprise Trust”), and affiliated third-party legal professionals will, upon request, provide formal legal, tax, and/or trustee services for Lido’s clients under separate agreement. Prospects and clients are urged to seek the advice of their own independent counsel or tax professional should such services be required.
