Brendan Van Cleve

Director, Senior Wealth Manager

Brendan Van Cleve is a Director and Wealth Advisor at Lido Advisors. Previously, he was with Asset Planning Solutions, Inc. and Ken Stern & Associates, Inc. (KS&A). Brendan provides unbiased, independent wealth planning for high-net-worth families in the Southern California region. He has received the Five Star Wealth Manager award consecutively since 2012 – a distinction that is awarded to less than three percent of wealth managers in the San Diego area. Prior to joining KS&A, Brendan was a technical analyst for a leading investment firm, where he conducted extensive due diligence across multiple investment platforms, alternative investments and specialized in technical portfolio analysis. As a member of the KSA Tactical Investment Committee, he contributes to the evaluation and selection of various equity holdings. Brendan was a frequent guest lecturer at OASIS, a national nonprofit educational organization designed to enhance the quality of life for mature adults. He presented regularly on subjects such as retirement planning, estate planning, and advanced investment strategies. He has been a past guest host of The Asset Planning Solutions Radio Show and The Alpha Hour Radio Program, heard in the Southern California and Chicago regions. Brendan graduated from Butler University in Indianapolis, Indiana, with a Bachelor of Arts degree in Finance. A native of the Midwest, he currently resides in San Diego, where he enjoys spending time with family and friends, surfing and outdoor sports. He is also a member and past president of the La Jolla Golden Triangle Lions Club.


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3,527 Los Angeles area wealth managers were considered for the award; 158 (4% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,528 considered, 154 winners; 2018: 2,708 considered, 154 winners; 2017: 2,351 considered, 287 winners; 2016: 2,374 considered, 298 winners; 2015: 3,105 considered, 327 winners; 2014: 6,088 considered, 340 winners; 2013: 3,488 considered, 372 winners; 2012: 1,019 considered, 176 winners.