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Lido Advisors’ Jason Ozur details how the firm grew from six-person team managing roughly $400 million to one of the largest RIAs in the country.
July 14, 2026
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jason Ozur, co-CEO of Lido Advisors, about the firm’s growth from a six-person team managing roughly $400 million to one of the largest RIAs in the country with nearly $50 billion in assets under management.
Jason discusses how a strong focus on organic growth, standardized investment processes and client service helped lay the foundation for expansion before the firm accelerated its growth through acquisitions and strategic capital partnerships. He also shares how employee ownership, cultural integration, technology investments and artificial intelligence initiatives are shaping Lido’s future as it continues to expand its capabilities and geographic reach.
Jason shares:
Growing Lido from a small advisory firm into a national RIA through organic growth and acquisitions
How the firm has built widespread employee ownership—including million-dollar-plus equity stakes for over 70 Lido partners.
The importance of investment management, including alternatives, and how unique diversification strategies can enhance a firm’s value to clients.
How Lido’s executives think about handling data to remain as flexible as possible for future tech enhancements.
How he has organized the executive leadership team’s roles and responsibilities—including a second chief executive officer in Ken Stern.
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Connect With David Armstrong:
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Connect With Jason Ozur:
LinkedIn: Jason Ozur
LinkedIn: Lido Advisors
Website: Lido Advisors
About Our Guest:
Jason Ozur is Co-Chair of Lido’s investment committee. He is responsible for the management of Lido’s alternative investments and is an integral part of the firm’s due diligence on real estate-oriented strategies.
Education: B.S., California State University at Northridge
Previous Work Highlights: Jason started his career as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, where he was on the investment team that managed the family’s substantial investments and served as CFO of its worldwide water conservation company that did business in over 22 countries. He also provided financial oversight as controller of a multi-billion-dollar Los Angeles-based hedge fund.
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Personal Facts: Jason takes on a mentorship role to help facilitate a company culture of progression, excellence, and integrity.
David Armstrong
Executive Director, Content and User Engagement at Wealth Management, Informa
David Armstrong serves as the Director of Editorial Strategy & Operations at Wealth Management, the leading digital resource for financial advisors and wealth management professionals. With over two decades of distinguished business journalism experience, including 10 years at Forbes magazine, Armstrong brings unparalleled expertise to the wealth management industry. His impressive career spans roles at prestigious organizations including Foxnews.com and McGraw-Hill, where he honed his skills in financial reporting and analysis. A graduate of the University of Wisconsin-Madison, Armstrong leads Wealth Management's editorial direction, ensuring delivery of authoritative, timely, and actionable insights that help financial professionals grow their practices and better serve their clients.
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