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Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Stuart Chaussée & Associates
Editorial Staff
10 December 2025
Lido Advisors, a wealth advisory firm with more than $38 billion in regulatory assets under management , is partnering with Stuart Chaussée & Associates, an independent wealth management firm based in Palos Verdes, California. SC&A has more than $500 million in RAuM and was founded by Stuart Chaussée. The financial terms of the deal were not disclosed. Brightstar Law Group is serving as legal advisor to SC&A. Sidley Austin LLP is serving as legal advisor to Lido. In November, Lido Advisors bought a New Jersey firm, Fountainhead Advisors, a wealth manager with more than $1.2 billion in regulatory assets under management . See this video interview from 2024 by this publication of Ken Stern, Lido's president.