Lido Advisors
Finance · California, United States · 201-500 Employees
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Overview
Headquarters
1875 Century Park E Ste 950, Los Angeles...Phone Number
(310) 278-8232Website
www.lidoadvisors.comRevenue
$113.9 MillionIndustry
ZI Rank: 4
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
5
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7
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4
About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients financial life partner.Explore more
Lido Advisors Org Chart
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Number of Employees
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Company Profile Activity
Activity Insights
Lido Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lido Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lido Advisors.
Lido Advisors financials insights
Gather financial insights about Lido Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Lido Advisors Tech Stack
A closer look at the technologies used by Lido Advisors
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Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Hiring Plans
Lido Advisors has more open roles in Engineering & Technical than it has had at any time in the past 6 months. Areas of expertise include: Web Applications, Cloud Infrastructure, Integration Platforms, Infrastructure Architecture, AI Agents, Observability, and CI/CD.
Hiring Plans
Promotion
Executive Move
Ken Stern has recently been promoted from President to the role of Co-Chief Executive Officer.
Executive Moves, Promotion
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Asset Management, Acquisitions
Lido Advisors News & Media
Lido Advisors Acquires $1B Jackson Hole Capital
The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter
Industry Veteran Will Accelerate Organic Growth and Deepen Private Wealth Capabilities; Founding Partner Ken Stern Elevated to Co-CEO LOS ANGELES, May 4, 2026 /PRNewswire/ -- Lido Advisors, a nationally recognized wealth advisory firm with over $42.5 billion in regulatory assets under...Lido Advisors Appoints Ruben Lusinyants as Chief Technology Officer
Appointment Reflects Firm's Commitment to Scalable, Innovation-Driven Technology as National Footprint Continues to Expand LOS ANGELES, April 14, 2026 /PRNewswire/ -- Lido Advisors, a nationally recognized wealth advisory firm with over $42 billion in regulatory assets under management,...Lido Advisors to Partner with Stuart Chaussée & Associates
Palos Verdes, CA-Based RIA with Over $500M in RAUM Focused on Serving HNW Clients LOS ANGELES, Dec. 9, 2025 /PRNewswire/ -- Lido Advisors, a leading national wealth advisory firm with more than $38 billion in RAUM*, today announced it will be partnering with Stuart Chaussée & Associates,...
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Frequently Asked Questions Regarding Lido Advisors
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Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalize... Read More
