Lido Advisors Achieves #18 Spot on Barron's 2025 Top RIA Firms List

Lido Advisors, a rapidly growing national wealth advisory firm, has made a significant mark in the financial services industry. With over $30 billion in regulatory assets under management, the firm has proudly secured the 18th position on Barron's prestigious 2025 list of the Top 100 Registered Investment Advisory (RIA) Firms. This ranking not only showcases Lido's impressive growth trajectory but also highlights its commitment to delivering innovative financial solutions and exceptional service to its clients.

Breaking into the Top 20

Jason Ozur, the CEO of Lido Advisors, expressed his gratitude for this accolade, stating, "We’re honored to be recognized among the top firms in the country. Breaking into the top 20 reflects our team's commitment to delivering innovative strategies, thoughtful advice, and long-term value for the clients who place their trust in us." Since 2021, Lido has consistently climbed the ranks on Barron's list, and its ascent is backed by a combination of organic growth alongside strategic acquisitions.

Focus on Development and Technology

Lido Advisors has invested heavily in technology, talent, and client solutions to facilitate its growth. The firm boasts over 40 offices across the nation and continues to expand its leadership team with a focus on providing a personalized, high-touch experience to high-net-worth and ultra-high-net-worth clients. Ken Stern, President of Lido Advisors, emphasized the importance of innovation in their operations, saying, "This ranking highlights Lido’s unwavering commitment to continued development, technology, and innovation, key drivers that elevate both our client experience and the experience of the Lido team."

A Personalized Client Experience

The firm prides itself on offering a family office experience, characterized by thorough wealth planning and access to a broad range of professional services, including bespoke tax, estate, and legacy solutions. Lido's integrated platform, known as Lido One, provides clients with a comprehensive suite of investment, tax, estate, and alternative strategies tailored to support every stage of their financial lives. Ozur adds, "We’ve built an environment where advisors are empowered to put clients first, supported by the full capabilities of Lido One."

Understanding the Barron's Ranking

The Barron's Top 100 RIA Firms list is a highly regarded ranking in the financial industry, and participation is by invitation only. The evaluation process considers a wide array of factors, including assets under management, revenue generation, technology expenditure, client count, staffing levels, and diversity among staff. This rigorous assessment process ensures that only the most qualified firms are included on the list, creating an incredibly competitive environment for investment advisory firms.

For 2025, firms needed to manage at least $70 billion in total assets to qualify for consideration, proving just how challenging it is to earn a place amongst the top performers. Lido Advisors shines amidst this elite group, reflecting its dedication to excellence in wealth management and client service.

Commitment to Client Empowerment

The firm's approach to client relationships focuses on empowerment. Lido aims to be more than just a financial advisor; instead, it strives to be a true partner in each client's financial journey. By embracing advanced technology and innovative strategies, Lido Advisors is committed to revolutionizing the client experience and fostering a supportive environment for its advisors.

Conclusion

With its recent recognition from Barron's, Lido Advisors has solidified its standing as one of the top wealth advisory firms in the nation. Its focus on innovative strategies, personalized service, and comprehensive wealth planning makes it a valuable partner for clients navigating their financial futures. As Lido continues to grow and evolve, it remains steadfast in its mission to empower clients through tailored financial solutions and dedicated advisory services.