Lido Advisors
Lido Advisors is a Los Angeles-based private wealth management firm delivering family-office-style services across investments, tax, estate, and trust for high-net-worth and ultra-high-net-worth individuals and families, managing $42.5 billion in RAUM across 40+ U.S. offices.
- Company typePrivate
- Founded2000
- HeadquartersScottsdale, United States
- Headcount251–500
- GTM typeB2C
- OfferingServices
What Lido Advisors does
Lido Advisors is a U.S. private wealth management firm headquartered in Los Angeles that delivers family-office-style services to high-net-worth and ultra-high-net-worth individuals and families. Founded in 2000, the firm operates 40+ offices nationwide and manages $42.5 billion in regulatory assets under management as of December 31, 2025, growing from $24 billion roughly 18 months earlier. Its signature offering, Lido One, integrates five service lines: financial and estate planning, customized investment management, tax consulting (via affiliate L-TAX, LLC), and trust services (via a third-party law firm partnership), supported by in-house investment capabilities spanning alternatives and options.
The firm is PE-backed, with Charlesbank Capital Partners as lead institutional investor since May 2021, Constellation Wealth Capital joining as a minority stakeholder in January 2024, and HPS Investment Partners completing a strategic investment in August 2025. Lido pursues a rollup-led growth strategy, having completed multiple acquisitions and partnerships between 2022 and 2026 (Enterprise Trust & Investment, Pegasus Partners valued at $3B, BluePointe Capital Management, Avitas Wealth Management, Olympus Wealth Management, Fountainhead Advisors, Stuart Chaussée & Associates, and Jackson Hole Capital Partners), expanding both AUM and geographic reach. The company added an in-house broker/dealer in March 2026 and elevated Brian Haloossim to President with Ken Stern as Co-CEO alongside Jason Ozur in May 2026.
Lido generates revenue primarily through recurring investment advisory fees tied to AUM, supplemented by tax services and trust/fiduciary fees; pricing is quote-based and not publicly disclosed. Its client base is highly diversified across HNW households, business owners, corporate executives, nonprofits, and select entrepreneurs/artists/athletes, with end-client concentration risk mitigated by the breadth of the household book and the multi-advisor partnership model. Approximately 450 employees serve clients, with 74% holding equity stakes, and the firm is registered with the SEC as an investment adviser.
Lido Advisors firmographics
Firmographics- Name
- Lido Advisors
- Legal name
- Lido Advisors, LLC
- Website
- https://lidoadvisors.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Lido Advisors is a Los Angeles-based private wealth management firm delivering family-office-style services across investments, tax, estate, and trust for high-net-worth and ultra-high-net-worth individuals and families, managing $42.5 billion in RAUM across 40+ U.S. offices.
- Ownership category
- akta.pro rank
Lido Advisors industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Lido Advisors is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices23 records
Markets served
Lido Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Lido Advisors generates revenue through investment advisory fees, typically based on assets under management (AUM). As a registered investment advisor (RIA), the firm charges fees for comprehensive wealth management services including financial planning, investment management, tax consulting, and trust services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Private wealth management services for high-net-worth and ultra-high-net-worth clients |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Lido Advisors product offering
Product offeringCore offering
Lido Advisors is a national private wealth management firm providing family office style wealth management through its signature Lido One model. The firm delivers integrated services including investment management, financial and estate planning, tax consulting and preparation, and trust services to high-net-worth and ultra-high-net-worth individuals and families. Revenue is generated primarily through fee-based asset management based on regulatory assets under management of approximately $42.5 billion.
Product overview
Lido Advisors is a national wealth management firm offering a unified private wealth platform built around its signature Lido One family office model. The core offering integrates five service areas: Financial & Estate Planning, Investment Management, Tax Consulting & Preparation, and Trust Services. The firm has grown to over $42.5 billion in regulatory assets under management across 40+ offices nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- Lido One Signature family office model bringing together professionals from multiple disciplines to collaborate across investments, taxes, liquidity, philanthropy, and multigenerational planning for high-net-worth and ultra-high-net-worth clients.
- Financial & Estate Planning Goals-oriented advanced analysis integrating investment, tax, and legacy objectives into a single comprehensive financial plan for high-net-worth individuals and families.
- Investment Management Outcome-based customized investment strategies designed for challenges beyond the scope of traditional portfolios, including in-house investment capabilities and access to alternative investments and options strategies.
- Tax Consulting & Preparation Tax projection services including liability projection, tax exposure structuring, and consultation on tax-advantaged investing, provided through affiliate L-TAX, LLC, for high-net-worth clients.
- Trust Services Legacy securing services including trust administration, family governance, and philanthropic consulting delivered through strategic partnership with a third-party law firm for high-net-worth clients.
Quantifiable outcome
- Grew from $24 billion to $42.5 billion in assets under management in 18 months
- +2 more outcomes
Companies that use Lido Advisors
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
Lido Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Lido Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, major and minor.
- Jackson Hole Capital PartnerscoreLido Advisors partnered with Jackson Hole Capital Partners, a Tulsa-based independent wealth management firm overseeing more than $1 billion in RAUM. The six-member JHCP team led by Managing Partners Channing Smith and John Hastings joined Lido as partners, bringing expertise in alternative and customized investment strategies.
- Stuart Chaussée & AssociatesmajorLido Advisors partnered with Stuart Chaussée & Associates, a Palos Verdes-based wealth management firm with over $500 million in assets. The partnership aimed to expand local reach and enhance financial services for high-net-worth clients in Los Angeles.
- Fountainhead AdvisorsmajorLido Advisors announced a strategic partnership with Fountainhead Advisors, a wealth management firm overseeing over $1.2 billion in RAUM. The partnership broadened Lido's reach on both coasts including New Jersey and California.
- BluePointe Capital ManagementmajorLido Advisors partnered with BluePointe Capital Management, a Menlo Park-based RIA focused on serving technology entrepreneurs and executives. BluePointe's team including founder Sanjeev Sardana joined Lido to enhance services for Silicon Valley clients.
- Pegasus PartnerscoreLido Advisors announced a partnership with Pegasus Partners, a Wisconsin-based wealth management firm, to enhance services for ultra-high-net-worth families. All Pegasus team members joined Lido in this merger valued at $3 billion.
- Enterprise Trust & Investment CompanyminorLido Advisors announced the acquisition of Enterprise Trust & Investment Company, an investment management and fiduciary services firm in the Bay Area. The transaction was expected to close in Q3 2022.
Scale indicators13 records
Recent moves10 records
Expansion highlights6 records
Lido Advisors competitors and assessment
Company assessmentDirect peers
- Cresset Capital: PE-backed (Genstar) national RIA with $40B+ AUM offering family-office services to UHNW clients. Nearly identical AUM scale, family office positioning, and PE-backed growth model to Lido.
- Sanctuary Wealth: PE-backed (Strand Equity, Azimut) national RIA platform partnering with breakaway advisors. Directly comparable advisor-recruiting channel and partnership economics model to Lido.
- Hightower Advisors: PE-backed (Thomas H. Lee Partners, Blackstone) national RIA platform with ~$130B+ AUM built via advisor transitions and partnership model. Comparable RIA roll-up playbook, similar HNW focus, and similar ownership economics for joining advisors.
- Focus Financial Partners: ~$400B-AUM RIA consortium backed by Clayton, Dubilier & Rice; acquired ~$7B in 2023. Closest publicly-traded (until take-private) analog to Lido's partnership-of-partnerships model and similar fee model.
- Mariner Wealth Advisors: National RIA with $80B+ AUM offering comprehensive wealth planning, tax, and family office-style services to HNW/UHNW clients; the most direct comparable to Lido given similar model, similar PE-backing history (Leonard Green), and overlapping advisor recruiting pipeline (Roberto Paredes joined Lido from Mariner).
- Edelman Financial Engines: Large national RIA (~$300B AUM) offering comprehensive wealth management including investment, tax, and retirement services. Comparable comprehensive-service positioning to Lido One, although more mass-affluent skew.
- Creative Planning: $200B+ AUM PE-backed (General Atlantic) RIA offering comprehensive wealth management including tax and estate services to HNW/UHNW clients. Comparable comprehensive service suite and aggressive acquisition pace.
- Carson Group: PE-backed (Bain Capital) national wealth management platform with $30B+ AUM targeting HNW clients through partner advisor model. Direct competitor for advisor transitions and HNW client acquisition.
Broad incumbents
- Bernstein Private Wealth Management: Large incumbent private wealth manager (subsidiary of AllianceBernstein) with HNW/UHNW focus; Lido's new President and President of PWM both came from Bernstein, making it a key talent competitor and an analogous full-service wealth platform.
- CIBC Private Wealth: Subsidiary of Canadian Imperial Bank of Commerce providing wealth management to UHNW/UHNW families in the U.S. with multi-family office capabilities. Represents both a competitive incumbent and a likely strategic-acquirer profile for a firm like Lido.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Lido Advisors social profiles
Digital presenceLido Advisors compliance and trust
Trust signalCompliance1 record
Lido Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lido Advisors leadership team
Management profileNumber of profiles
Profiles11 records
Lido Advisors subsidiaries and ownership
Company hierarchySubsidiaries6 records
Lido Advisors funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lido Advisors M&A and investment
M&A and investmentM&A6 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lido Advisors
What does Lido Advisors do?
Lido Advisors is a national private wealth management firm providing family office style wealth management through its signature Lido One model. The firm delivers integrated services including investment management, financial and estate planning, tax consulting and preparation, and trust services to high-net-worth and ultra-high-net-worth individuals and families. Revenue is generated primarily through fee-based asset management based on regulatory assets under management of approximately $42.5 billion.
Is Lido Advisors a public or private company?
Lido Advisors is a private company. It is classified as private equity controlled and is currently operating.
When was Lido Advisors founded?
Lido Advisors was founded in 2000. It employs 251 to 500 people.
Where is Lido Advisors based?
Lido Advisors is headquartered in Scottsdale, United States, in the North America region.
How does Lido Advisors make money?
One revenue line is on record: investment Advisory Fees.
Who are Lido Advisors's main competitors?
Direct peers on record are Cresset Capital, Sanctuary Wealth, Hightower Advisors, Focus Financial Partners, Mariner Wealth Advisors, Edelman Financial Engines, Creative Planning and Carson Group. Broad incumbents are Bernstein Private Wealth Management and CIBC Private Wealth.
Does Lido Advisors have an API?
No public API is recorded for Lido Advisors.
What industry is Lido Advisors in?
Lido Advisors's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 52394 and its SIC code is 6282.