Lido's Organic Growth Score.

Results: 53 of 60

From Form ADV, 2024 to 2026. Growth is scored against the 100 RIAs closest to Lido in assets and average client size; shrinking counts below zero. They move when the firm files.

Drivers: 26 of 40

What the fastest-growing firms do more often, from the firm's website, its Form ADV and its Advicer.bio page. These can change this week.

• ·
  Names a niche Its website says who it serves (a profession, a life stage, a community).
  0 / 8
• ✓
  Publishes 12 or more posts a year on its website, or video.
  8 / 8
• ✓
  Shows proof Uses testimonials, endorsements or third-party ratings in its marketing (Form ADV 5.L).
  8 / 8
• B
  Tech stack Its tech stack grade: the tools on its stack and how advisors rate them. A 8 · B 6 · C 4 · D 2.
  6 / 8
• C
  Advicer page How complete its Advicer.bio page is: logo, website, about, tools, advisors, fees, process. A 8 · B 6 · C 4 · D 2.
  4 / 8

Raise it by up to 14 points

1. +8 Name the clients you serve best on your homepage. Find your niche →
2. +4 Claim and complete your firm page. Complete your page →
3. +2 Add your tools to your firm page and fill the gaps peers cover. Stack Match →

Open Lido's TNT Tracker → Ten steps, one at a time, with prizes along the way.

Want the whole picture? The peer report puts Lido against each of these 100 peers, chart by chart, with the moves to make first.

Week by week

Scored weekly. The line starts with the next weekly score.