Lido Advisors

Financial ServicesCalifornia, United States201-500 Employees

Lido Advisors provides financial services through a family-office–inspired model aimed at ultra-high-net-worth families, coordinating investment management with holistic financial planning. It maintains an in-house investment platform offering customized strategies, alternative investments, and opportunities in private equity and private debt, complemented by financial planning, tax consulting, and trust services. Founded in 1999 as a Registered Investment Advisor, the firm is based in Los Angeles, California, and operates offices across the United States.

The company sits in the financial services industry as a national wealth-advisory firm focused on sophisticated investing and integrated advisory services for affluent clients. In 2026 it announced leadership changes within the executive team as part of its ongoing growth and expanded reach.

Sign up for free to view info

Email Format Employee directory