Scale Without Compromise: How $40B Lido Advisors Stays Client-First

With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors

Overview

As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: at what point does growth begin to work against the client experience it’s meant to enhance?

That’s the center of today’s conversation.

Jason Ozur and his partners at Lido Advisors have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What’s notable is not just the firm’s growth, but how intentionally it has been pursued.

Jason talks about Lido’s growth story and more with Jason Diamond, including:

• The real constraints on growth—and the roles of culture, capital, and clients.
• The role of the wirehouses in the modern landscape and how the RIA model differs.
• The realities of scale—and what it enables when done thoughtfully.
• The concept of “bigger is better”—and why Jason sees that as an oversimplification.