What Stuart Chaussee & Associates does

Lido Advisors is a fiduciary wealth management firm that operates an integrated advisory platform called Lido One, coordinating financial planning, investment management, trust and estate planning, and tax consulting and preparation across a single team of specialists. The firm is headquartered in Los Angeles and operates 80+ offices across the United States, managing $80B in Regulatory Assets Under Management (RAUM) as of 6/30/2026, with 25+ years of operating history. Its product suite includes Financial Planning, Investment Management, Trust & Estate Planning, Tax Consulting & Preparation, Lido One (the integrated platform), and the specialized Women's Wealth Advantage service, with affiliated entities Lido Tax LLC and Enterprise Trust & Investment Company providing in-house tax and trust capabilities.

The firm's go-to-market is sales-led and direct, targeting high-net-worth individuals and families, entrepreneurs, and executives through a complimentary 30-minute discovery call led by a dedicated Advisor-Client Matchmaking function, with minimum investable assets typically starting at $1M and tiers ranging up to $50M+. Revenue is generated primarily through advisory fees structured as a recurring percentage of assets under management, supplemented by tax preparation and trust administration fees from affiliated entities. The firm is recognized in 2025 by Barron's Top 100 RIA Firms, Forbes America's Top RIA Firms, Forbes Best-In-State Wealth Advisors, and SHOOK Wealth Advisors Award, and recently announced a June 2026 partnership with Jackson Hole Capital Partners to expand capabilities for wealth management clients.

Name

Stuart Chaussee & Associates

Website

https://preservingwealth.com

Company type

Private

Founded year

1997

Headcount range

1–10 employees

Short description

Lido Advisors is a fiduciary wealth management firm managing $80B in RAUM across 80+ U.S. offices, serving high-net-worth individuals, families, entrepreneurs, and executives through its integrated Lido One platform covering financial planning, investment management, trust and estate planning, and tax consulting.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Headquarters

HQ city

Rolling Hills Estates

HQ country

United States

HQ region

North America

Offices51 records

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Wealth Management Advisory Fees: The firm generates revenue through wealth management advisory fees, likely structured as a percentage of assets under management (AUM). Given the firm's focus on high-net-worth clients with $1M+ investable assets and $80B in RAUM, advisory fees on managed assets constitute the primary revenue stream.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

No information is available about Stuart Chaussee & Associates in the provided input. The supplied source data pertains to Lido Advisors, a different company, and cannot be attributed to Stuart Chaussee & Associates.

Product overview

Lido Advisors offers a unified platform called Lido One that integrates multiple wealth management disciplines—Financial Planning, Investment Management, Trust & Estate Planning, and Tax Consulting & Preparation—into a coordinated service model. The firm operates as a single integrated platform rather than separate modules, enabling advisors to work as one team to address clients' comprehensive financial needs. Additional specialized services include Women's Wealth Advantage for gender-specific financial planning.

Differentiator

Problem solved

Functional benefit

Segments2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered minor and core.

• Jackson Hole Capital PartnersminorStrategic or Co-development Partner · 1 June 2026Lido Advisors announced a partnership with Jackson Hole Capital Partners in June 2026. Jackson Hole Capital Partners is an investment firm that Lido will partner with to expand capabilities or serve clients.
• Lido Tax, LLCcoreStrategic or Co-development PartnerAn affiliated entity providing formal tax preparation and consulting services for Lido clients. Lido Tax operates under separate agreement from Lido Advisors' core advisory services to provide comprehensive tax advice and preparation.
• Enterprise Trust & Investment CompanycoreStrategic or Co-development PartnerAn affiliated trust company providing trustee services for Lido clients. Enterprise Trust Company and Enterprise Trust & Investment Company offer trust administration and family governance services as part of the integrated Lido One platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Others

• Focus Financial Partners: Aggregator of independent RIAs serving HNW clients. Comparable HNW focus but operates a partnership model with many underlying firms rather than a single integrated platform.

Direct peers

• Creative Planning: Large independent RIA serving HNW and ultra-HNW clients with integrated financial planning, investment management, and tax services. Highly comparable to Lido Advisors in scale, integrated service model, and HNW target market.
• Mariner Wealth Advisors: National RIA focused on HNW individuals and families, offering wealth planning, investment management, tax, and estate services. Comparable national footprint, integrated platform, and HNW focus.
• Mercer Advisors: National RIA providing wealth management, financial planning, tax, and estate planning to HNW households. Directly comparable integrated offering and HNW target market.
• Bessemer Trust: Private wealth and investment management firm serving ultra-HNW and HNW families with investment, trust, and family office services. Highly comparable integrated trust and investment offering.
• Edelman Financial Engines: Large national RIA providing investment advisory and financial planning services. Comparable in scale and integrated planning focus, though serving a slightly broader wealth range.
• Cresset Capital: Multi-family office serving HNW and ultra-HNW clients with integrated wealth, tax, trust, and investment services. Comparable integrated model and HNW target segment.

Broad incumbents

• First Republic Private Wealth (now JPMorgan): Acquired by JPMorgan, First Republic built a large HNW wealth management franchise with concierge banking and advisory services. Comparable HNW client focus; now part of a broader incumbent.
• Goldman Sachs Private Wealth Management: Global incumbent serving ultra-HNW and HNW clients with investment management, trust, and estate planning. Comparable services for high-end clientele but embedded in a much broader institution.
• Schwab Wealth Advisory: Broker-dealer-affiliated wealth advisory service offering financial planning and investment management to HNW clients. Overlaps in HNW advisory services; part of a much larger retail brokerage platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/stuart-chaussee-associates-inc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stuart Chaussee & Associates