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RIA comparison · SEC Form ADV

Lido vs Focus Advisor Solutions, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Lido is the larger of the two, with $43B in regulatory assets to $41B at Focus Advisor Solutions, LLC, 2% more than its rival, by their latest Form ADV filings. Focus Advisor Solutions, LLC reports more individual clients (33,235 vs 13,043), while Lido’s clients hold more on average (about $2.9 million each against $1.0 million). Lido is based in LOS Angeles, California and Focus Advisor Solutions, LLC in St. Louis, Missouri.

FigureLidoFocus Advisor Solutions, LLC
Regulatory AUM$43B$41B
National rank#26#27
HeadquartersLOS Angeles, CaliforniaSt. Louis, Missouri
Individual clients13,04333,235
High-net-worth clients9,8299,302
Average client assets$2.9 million$1.0 million
Accounts42,22091,359
Discretionary97% of AUM56% of AUM
Employees437309
Advisory staff23546
Clients per advisory employee56723
Offices461
Form ADV filed2026-08-272026-08-05

Lido

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Focus Advisor Solutions, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, Lido or Focus Advisor Solutions, LLC?

Lido, with $43B in regulatory assets under management against $41B at Focus Advisor Solutions, LLC. Nationally they rank #26 and #27 among 5,657 independent wealth management RIAs.

How many clients do Lido and Focus Advisor Solutions, LLC have?

Lido reports 13,043 individual clients (9,829 high-net-worth) with 235 advisory employees; Focus Advisor Solutions, LLC reports 33,235 (9,302 high-net-worth) with 46 advisory employees.

How do Lido and Focus Advisor Solutions, LLC charge clients?

Only Lido lists hourly charges; performance-based fees on Form ADV. Only Focus Advisor Solutions, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Lido and Focus Advisor Solutions, LLC offer?

Lido lists portfolio management for pooled investment vehicles, which Focus Advisor Solutions, LLC does not. Focus Advisor Solutions, LLC lists pension consulting; periodicals or newsletters; other services, which Lido does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for investment companies; portfolio management for businesses and institutions; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Lido ↗, Focus Advisor Solutions, LLC ↗. How to check a financial advisor →