The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.
You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.
About Lido Advisors
Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.
We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.
Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.
Key Responsibilities
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