Lido - Investment Advisers

About Lido

Lido Advisors is an independent investment adviser based in Los Angeles and one of the investment advisers in California with more than 40 offices nationwide. Founded in 1999, the firm manages approximately $42.5 billion in regulatory assets for entrepreneurs, executives, and multigenerational families. The firm employs 437 professionals and operates as a fiduciary, legally obligated to act in clients' best interests. The firm offers investment management, tax planning, trust and estate planning, and related advisory services through an integrated platform. Rather than delegating portfolio management to external advisers, Lido develops and executes most investment strategies internally, allowing for better oversight, more direct transparency, and greater influence over fees. The firm's approach emphasizes coordinated advice across multiple disciplines, bringing together specialists in investing, taxation, and estate planning to ensure that recommendations reflect clients' complete financial situations.

Key Facts

Assets Under Management

$42.5B

Employees

437

SEC File Number

801-100433