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RIA comparison · SEC Form ADV

SCS Capital Management LLC vs Lido

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

The short answer

SCS Capital Management LLC is the larger of the two, with $49B in regulatory assets to $43B at Lido, 14% more than its rival, by their latest Form ADV filings. Lido reports more individual clients (13,043 vs 491), while SCS Capital Management LLC’s clients hold more on average (about $62 million each against $2.9 million). SCS Capital Management LLC is based in Boston, Massachusetts and Lido in LOS Angeles, California.

FigureSCS Capital Management LLCLido
Regulatory AUM$49B$43B
National rank#24#26
HeadquartersBoston, MassachusettsLOS Angeles, California
Individual clients49113,043
High-net-worth clients4919,829
Average client assets$62 million$2.9 million
Accounts71342,220
Discretionary87% of AUM97% of AUM
Employees213437
Advisory staff99235
Clients per advisory employee556
Offices1346
Form ADV filed2026-07-142026-08-27

SCS Capital Management LLC

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
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

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

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

Questions

Which is bigger, SCS Capital Management LLC or Lido?

SCS Capital Management LLC, with $49B in regulatory assets under management against $43B at Lido. Nationally they rank #24 and #26 among 5,657 independent wealth management RIAs.

How many clients do SCS Capital Management LLC and Lido have?

SCS Capital Management LLC reports 491 individual clients (491 high-net-worth) with 99 advisory employees; Lido reports 13,043 (9,829 high-net-worth) with 235 advisory employees.

How do SCS Capital Management LLC and Lido charge clients?

Only SCS Capital Management LLC lists other forms of compensation on Form ADV. Only Lido lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do SCS Capital Management LLC and Lido offer?

SCS Capital Management LLC lists pension consulting; other services, which Lido does not. Lido lists educational seminars and workshops, which SCS Capital Management LLC does not. Both offer 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.

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: SCS Capital Management LLC ↗, Lido ↗. How to check a financial advisor →