Forbes' Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

Lido Advisors, LLC (Lido), a leading wealth advisory firm for high-net-worth individuals with $19.0 billion RAUM, proudly announces that Greg Kushner, Senior Managing Director and Chairman, Alexandra Browne, Senior Managing Director and Chief Development Officer, and Michael Karsa, Senior Managing Director and President, Midwest, have been honored as Forbes 2024 Best-In-State Wealth Advisors.

Forbes’ sixth annual ranking of Best-In-State Wealth Advisors features 8,507 seasoned wealth managers, managing cumulative assets of over $13.5 trillion.

“Greg, Alexandra, and Michael embody the core principles of Lido Advisors, providing tailored wealth management services to their clients,” said Jason Ozur, CEO of Lido Advisors. “Their inclusion in Forbes' prestigious ranking highlights their dedication to helping clients achieve their financial goals.”

According to R.J. Shook, President of SHOOK Research, which partners with Forbes on the rankings, the Best-In-State Wealth Advisors list is based on qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

For more about Greg, Alexandra and Michael, their areas of expertise and passion for client services, please visit:

Greg Kushner, CPA* | Lido (lidoadvisors.com)

Alexandra Browne | Lido (lidoadvisors.com)

Michael Karsa | Lido (lidoadvisors.com)

About Lido Advisors

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with $19.0 billion in regulatory assets under management and 33 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients’ financial life partner. For more information, please visit www.lidoadvisors.com.

Receipt of an industry award or recognition on an industry list is no guarantee of future investment success or superior service. Awards or rankings are generally conducted on an annual basis, and Lido Advisors’ inclusion in any particular year does not guarantee that it will be included in future annual considerations. Please carefully review the statements below related to awards reference by Lido in this document and visit the issuing entity’s webpage for additional information.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Complete Forbes award methodology information is available here.

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