SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Lido
Los Angeles, CA
Lido Advisors, LLC, CRD 269866
Firm filing updated August 27, 2026 ·
- $42.5BAssets
- 235Advisory staff
- 42,220Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals9,829
- Individuals3,214
- Corporations or other businesses415
- Charities290
- Pension and profit sharing plans26
- and 2 more23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,214 | $1.4 billion |
| High net worth individuals | 9,829 | $36.8 billion |
| Investment companies | 1 | $72.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $684.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $46.0 million |
| Charitable organizations | 290 | $927.1 million |
| Insurance companies | Fewer than 5 clients | $24.2 million |
| Corporations or other businesses not listed above | 415 | $2.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$42.5 billion
- Accounts42,220
- Discretionary$41.4 billion · 39,994 accounts
- Non-discretionary$1.1 billion · 2,226 accounts
People
- Employees437
- Advisory staff235
- Broker-dealer reps7
- Licensed insurance agents19
- Planning clients1,000
Advisors
185 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Lido Advisors, LLC SEC-registered investment advisor. CRD 269866, SEC file 801-100433.
- Registered with the SEC as an investment advisor (status date on record: July 1, 2015).
Is Lido a fiduciary?
Short answer: Lido is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 7 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
19 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.