Lido Advisors named one of Barron’s top 100 RIA companies in 2021



[ad_1]

42nd ranked Los Angeles-based investment advisory

LOS ANGELES, October 04, 2021– (BUSINESS WIRE) – Lido Advisors, LLC, a full-service, independent and registered investment advisory firm, was ranked 42nd in Barron 2021 ranking of the top 100 RIA (Registered Investment Advisor) companies in the United States. This is compared to last year’s ranking of number 52.

Barron the magazine annually ranks the top 100 RIA companies based on company-managed assets, technology spend, staff diversity, succession planning and other metrics.

Gregory Kushner, Senior Managing Director and President of Lido Advisors, said: “We are very happy to have placed so high and to have significantly jumped on Barron authoritative ranking of the best investment advisers in the country. I attribute our rapid growth on this list to our peerless staff who have the seasoned experience necessary to partner with our clients in their quest for personalized investment solutions. “

Ken Stern, President of Lido Advisors, said: “These are complex times for consumers. At Lido, we focus on proactively finding solutions to develop and protect their life and heritage.

“The industry of independent advisers is growing rapidly,” according to Barron. “The industry has grown to encompass over $ 10 trillion in customer assets across more than 14,000 companies. And a sure sign of maturation, RIAs are now being bought out, often by one another, at a frantic pace.

As a Registered Investment Advisor (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net worth individuals, trusts and family offices. Consistently aligned with the interests of the clients they serve, Lido Advisors core principles include maintaining the highest levels of integrity and transparency in processes, costs, investments and reporting, while striving to ” Achieve strong risk-adjusted returns. As part of the wealth management process, Lido Advisors takes care to educate and inform its clients about investment ideas and strategies, keeping the client involved throughout the process to help ensure peace of mind. spirit.

About Lido Advisors, LLC

Founded in 1999, Lido Advisors LLC is a full-service independent RIA that offers an innovative approach to investing in family offices to develop and protect the wealth and legacy of its clients. Lido’s clients include high net worth and high net worth individuals, family offices, corporate executives, nonprofits and foundations. As one of the fastest growing RIAs in the United States, Lido has been recognized by many publications including Forbes, Barron and the Financial Time. Today, Lido has over $ 10 billion in assets under management, is ranked in the top 50 independent RIAs and maintains a national presence, with 22 offices in major metropolitan areas. For more information, visit www.LidoAdvisors.com.

Barron’s “Top 100 RIA” is a list published annually by Barron’s. Recipients are selected by Barron’s through their own proprietary review process. Information for selection is provided by applicants, and there is no fee paid for consideration of being registered. The inclusion of an Investment Advisor on the “Top 100 RIA” list should not be construed as endorsement by Barron’s. There is no guarantee as to the future success of investments in working with any company, including those on the list. There can be no assurance that a company listed in any given year will continue to be listed in subsequent years. For more information, please visit www.barrons.com.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20211004005939/en/

Contacts

Frank Tortorici
Marketing specialist
(908) 875-8908
[email protected]

[ad_2]

Previous Ohio State University regulators make 'user-friendly' changes to audit coal-fired power plant bailouts, view email
Next Fed watchdog to investigate financial transactions of officials | Economic news