HEADINVEST

Overview

Headinvest is an independent, SEC-registered RIA organized as an LLC that has been operating since 2006. It serves both individual/family and institutional clients and describes itself as a capital allocator and selector of other advisers, which indicates a willingness to use third-party managers. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements vary by engagement and can include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Headinvest has received industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and inclusion in Citywire’s 50 Growers Across America in 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices