Company profile
Lido Advisors
- Industry
- Financial Services
- Employees
- 483
- Headquarters
- Los Angeles, CA
- LinkedIn followers
- 7,756
- Office locations
- 20
Lido Advisors company summary
Lido Advisors is a company in the Financial Services industry, headquartered in Los Angeles, CA. On LinkedIn the company has around 483 employees and 7,756 followers. The company lists 20 office locations. Its listed specialties include Alternative Investments, Asset Allocation, Family Office Development, Legacy Planning, Professional Wealth Services.
What technology does Lido Advisors use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Lido Advisors
Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.
Specialties
Where is Lido Advisors located?
Lido Advisors lists 20 office locations.
Compare companies similar to Lido Advisors
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Lido Advisors lidoadvisors.com | Financial Services | 483 | - | Los Angeles, CA |
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 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
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Frequently asked questions about Lido Advisors
What does Lido Advisors do?
Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.
How many employees does Lido Advisors have?
Lido Advisors has around 483 employees on LinkedIn.
Where is Lido Advisors headquartered?
Lido Advisors is headquartered in Los Angeles, CA.
Where does Lido Advisors have offices?
Lido Advisors lists 20 office locations, including Los Angeles, CA, US; Ann Arbor, Michigan, US; Atlanta, Georgia, US; Bellevue, Washington, US; Bethesda, Maryland, US.
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