Lido Advisors is a rapidly expanding, independent registered investment advisor (RIA) headquartered in Los Angeles, managing over $29 billion in regulatory assets as of late 2024. Established in 1999, the firm offers a comprehensive suite of services—including investment management, financial and estate planning, tax consulting, trust services, and philanthropic advisory—delivered through its proprietary “Lido One” platform. This platform embodies a modernized family office model, providing high-net-worth and ultra-high-net-worth clients with personalized, multidisciplinary wealth management solutions. With a presence in 36 offices nationwide and a team of over 300 professionals, Lido Advisors emphasizes a collaborative approach, integrating in-house expertise and affiliated professionals to address the complex financial needs of its diverse clientele. The firm’s growth strategy includes strategic partnerships, such as the recent mergers with Avitas Wealth Management and Pegasus Partners, enhancing its capabilities in multigenerational wealth planning and expanding its national footprint. citeturn0search0turn0search2turn0search4