Lido Advisors Finishes Record Banner Year of High Rankings, Top Awards and Executive Honors

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Lido Ranked No. 22 Fastest-Growing Private Company by Los Angeles Business Journal, 73rd Largest RIA Firm by Financial Advisor and Three Lido Executives Named to L.A. Biz’s Exclusive “40 in their 40s”

Lido Advisors, LLC

“We are doubly honored that the Los Angeles Business Journal has recognized Lido Advisors for our firm as a whole and for three of our talented colleagues who help make us one of the fastest-growing financial advisory firms practicing today,” said Ken Stern, Senior Managing Director, Lido Advisors.

Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”), officially closed out banner year 2019 with a wide assortment of notable and exclusive awards, honors, rankings and achievements.

In assets under management alone, Lido grew from $3.5B in January 2019 to right around $5.3B in AUM by year’s end, a feat that landed the firm on more than one prestigious list in the press.1

The year began with the major merger of Ken Stern & Associates, adding new depth to Lido’s client service offerings and knowledge. Ken Stern & Associates managed over $400M in assets.

In the summer, Coliseum Wealth joined Lido Advisors in the firm’s first bicoastal move to the east. Lido was also ranked 73rd largest RIA firm in the United States by Financial Advisor (FA) magazine.

In October, Lido acquired near-$700M wealth management group Marton Bute, extending Lido’s national presence to the southeast region and expanding its unique strategies and client services.

In November, Lido was placed at number 22 at an L.A. Biz annual event that ranked the “Top 100 Fastest Growing Private Companies” in Los Angeles County. Against the competition, this made Lido the number one standalone RIA firm in L.A. and the number two RIA firm in L.A. overall.2

In addition, three executive members of Lido Advisors were named to L.A. Biz’s annual “40 in their 40s” special, which featured the best financial executives in the Los Angeles area. They included:

Senior Managing Director, President Jason Ozur
Senior Managing Director, Alyssa Weinberger
Senior Managing Director, Jeffrey Westheimer

“We are doubly honored that the Los Angeles Business Journal has recognized Lido Advisors for our firm as a whole and for three of our talented colleagues who help make us one of the fastest-growing financial advisory firms practicing today,” said Ken Stern, Senior Managing Director, Lido Advisors.

In a December cover story that profiled Lido’s origins and growth, the firm was featured again by Financial Advisor (FA) magazine, one of the financial industry’s premier trade publications.

Also in December, Forbes published “How to Invest Like the Ultra-Wealthy Using Real Estate,” by Senior Managing Director and Chairman of Lido Advisors, Gregory Kushner – the CEO’s latest contribution to the Forbes Finance Council of authority writers and industry specialists.

It was also a notable year for women at Lido, seeing Senior Managing Director Alyssa Weinberger nominated for Woman of the Year at the Women in Asset Management Awards and receiving a rare induction into the exclusive 2019 class of Women of Influence hosted by L.A. Bizwomen.

Senior Managing Director Alexandra Browne made headlines with her featured article, “Meet the Female Leaders of Finance” in a piece with Jason Hartman from Medium’s Authority magazine.

Senior Managing Director Ken Stern was also featured in an Authority article in November.

“All in all, it was a big year for Lido Advisors, marked by significant achievements, and at our current rate of growth, 2020 stands to be even bigger,” said Marketing Manager Paul Hyman.

1Lido Advisors, LLC recognized by sources such as Financial Advisor magazine and Los Angeles Business Journal for AUM/growth data – (https://www.fa-mag.com/news/ria-survey---ranking-2019-45701.html)

2Based on number 22 ranking by Lido Advisors, LLC above all other standalone RIA firms, and coming in behind Cambria Investments at number 21 in fast growth by private companies that are also RIA firms. (https://www.cambriainvestments.com); (Published in LABJ’s November 18, 2019 issue of the journal.)

About Lido Advisors
Lido Advisors, LLC is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with many offices throughout the United States. Lido seeks to provide comprehensive investment and wealth solutions designed to grow, protect, and maximize our clients’ legacies. Our focus on elegant and effective client solutions exemplifies our commitment to excellence.
Lido strives to pursue consistent growth and expansion, with innovation and integrity, providing investment and wealth strategies for select institutions and families through far-reaching wealth and investment advice, with due consideration to tax and estate planning facets of a client’s life.
To learn more about Lido Advisors, visit http://www.lidoadvisors.com.

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Frank Tortorici
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