About Lido Advisors, LLC
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Los Angeles, CA
- Company type
- Privately Held
- Company profile name
- 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
- Alternative Investments
- Asset Allocation
- Family Office Development
- Legacy Planning
- Professional Wealth Services
- and Risk Management
Company locations
1875 Century Park East, Suite 950, Los Angeles, CA 90067, US
39555 Orchard Hill Pl, Novi, Michigan 48375, US
7047 East Greenway Pkwy., Suite 250, Scottsdale, AZ 85254, US
11988 El Camino Real, San Diego, California 92130, US
50 California St, San Francisco, California 94111, US
26 Garden Center, Suite 2D, Broomfield, Colorado 80020, US
1905 NW Corporate Blvd, Suite 110, Boca Raton, Florida 33431, US
115 Perimeter Center Pl, Atlanta, Georgia 30346, US
732 W Randolph St, Chicago, Illinois 60661, US
489 Fifth Avenue, New York, NY 10017, US
2101 Cedar Springs Rd, Dallas, Texas 75201, US
111 N Orange Avenue, 8th Floor, Orlando, FL 32801, US
3001 N. Rocky Point Drive East, Suite 200, Tampa, FL 33607, US
6000 Fairview Road, Suite 1200, Charlotte, NC 28210, US
421 Fayetteville Street, Suite 1100, Raleigh, NC 27601, US
157 Church Street, 19th Floor, New Haven, CT 06510, US
14301 FNB Parkway, Suite 100, Omaha, NE 68154, US
231 Public Square, Suite 300, Franklin, TN 37064, US
4695 MacArthur Court, 11th Floor, Newport Beach, California 92660, US
2121 N. California Blvd, Suite 290, Walnut Creek, CA 94596, US
75 State Street, 1st Floor, Boston, MA 02109, US
301 N Lake Ave, Pasadena, California 91101, US
7 W Figueroa St, Suite 200, Santa Barbara, California 93101, US
4800 Hampden Ln, Suite 271, Bethesda, Maryland 20814, US
110 Traders Cross, First Floor, Bluffton, South Carolina 29909, US
1980 Post Oak Blvd, Suite 100, Houston, Texas 77056, US
255 S King St, Seattle, Washington 98104, US
110 Miller Ave, Ann Arbor , Michigan 48104, US
10900 NE 8th St, Bellevue, Washington 98004, US
4840 Pearl East Circle, Boulder, Colorado 80301, US
4643 S Ulster St, Denver, Colorado 80237, US
1950 University Ave, East Palo Alto, California 94303, US
1901 Avenue of the Stars, Los Angeles, California 90067, US
726 Front St, Louisville, Colorado 80027, US
4848 Thompson Pkwy, Johnstown, Colorado 80534, US
1751 Pinnacle Dr, McLean, Virginia 22102, US
1333 W Towne Square Rd, Mequon, Wisconsin 53092, US
29 S High St, New Albany, Ohio 43054, US
331 Newman Springs Rd, Red Bank, New Jersey 07701, US
14256 N Northsight Blvd, Scottsdale, Arizona 85260, US
6985 S Union Park Center, Cottonwood Heights, Utah 84047, US
489 W South Jordan Pkwy, South Jordan, Utah 84095, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 7,700
- People linked to this company
- 477
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.