Fountainhead Advisors

What Fountainhead Advisors does

Fountainhead Advisors is a private, for-profit wealth management firm founded in 2011 and headquartered in Warren, New Jersey. It serves high-net-worth families with a horizontal segmentation approach, offering advisory, financial planning, and investment management services. The firm oversees over $1.2 billion in Regulatory Assets Under Management (RAUM), which is the primary scale metric reported for the business. Headcount is in the 11–50 range, positioning Fountainhead as a small, founder-led registered investment advisor — co-founder Scott Silver serves as Partner, Co-Founder, and Chief Financial Strategist.

The firm's go-to-market is built on personalized advisory relationships rather than productized offerings; no named products, technology platforms, or pricing tiers are publicly disclosed. Services appear aligned with a standard HNW RIA practice — financial planning, investment management, trust and estate planning, and tax consulting — but specific service-line detail, technology stack, and revenue mechanics are not documented in available sources. Ownership, investor base, and detailed management team beyond the co-founder are also not disclosed.

The most material recent strategic action is a partnership with Lido Advisors announced on November 11, 2025, intended to broaden Fountainhead's footprint onto both coasts (New Jersey and California), expand planning and investment capabilities, and bring the firm's $1.2B RAUM book into a larger national wealth management platform. The partnership is mutually described as enhancing advisory services for HNW families, though the exact economic structure and integration model are not publicly disclosed.

Name

Fountainhead Advisors

Website

https://fountainhead-advisors.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Fountainhead Advisors is a private wealth management firm founded in 2011, based in Warren, New Jersey, serving high-net-worth families with advisory, financial planning, and investment management services across over $1.2 billion in RAUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management
• Investment advisory
• Financial planning
• Estate planning
• Tax consulting

Headquarters

HQ city

Warren

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Fountainhead Advisors is a wealth management firm overseeing more than $1.2 billion in Regulatory Assets Under Management (RAUM), delivering comprehensive advisory services, investment opportunities, and financial planning for high-net-worth families. In November 2025 the firm entered a strategic partnership with Lido Advisors to broaden its national footprint across both U.S. coasts.

Product overview

Fountainhead Advisors is a wealth management firm that oversees over $1.2 billion in RAUM (Regulatory Assets Under Management). The firm partnered with Lido Advisors in November 2025 to expand its national wealth management footprint, broadening its reach on both coasts including New Jersey and California. The collaboration aimed to enhance advisory services through expanded resources, planning capabilities, and investment opportunities for high-net-worth families. No specific named products, modules, or detailed service offerings are documented in the available sources.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive wealth management offering covering advisory services, investment management, and financial planning for high-net-worth families, overseeing more than $1.2 billion in RAUM.
• Advisory Services Advisory services provided to affluent families requiring complex wealth management support.
• Investment Opportunities Investment opportunities accessed and managed on behalf of high-net-worth families as part of the firm's advisory offering.
• Financial Planning Planning capabilities that integrate investment, tax, and legacy objectives into a single plan for high-net-worth families, supported through the Lido Advisors partnership.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Lido AdvisorscoreStrategic or Co-development Partner · 11 November 2025Strategic partnership announced on November 11, 2025. The partnership broadens Lido's reach on both coasts, including New Jersey and California, and enhances its service capacity for high-net-worth families. Fountainhead Advisors, with over $1.2 billion in RAUM, brings expanded resources, planning capabilities, and investment opportunities to the collaboration.
• Lido AdvisorscoreStrategic or Co-development Partner · 11 November 2025Partnership announced November 11, 2025 to expand national wealth management footprint. The collaboration aims to enhance advisory services through expanded resources, planning capabilities, and investment opportunities. Fountainhead brings over $1.2 billion in RAUM to the partnership.

Scale indicators2 records

Expansion highlights3 records

Broad incumbents

• Focus Financial Partners: One of the largest networks of independent RIAs serving HNW and institutional clients. Comparable as a broader incumbent platform that competes with Fountainhead for advisors and clients and represents an alternative partnership path.
• Wilmington Trust: M&T Bank affiliate providing wealth management, investment advisory, and private banking to HNW clients. Comparable as a wider-portfolio incumbent competing for the same HNW clientele with bundled banking and trust capabilities.
• Mariner Wealth Advisors: Large national RIA platform serving affluent and HNW clients through acquired and partner firms. Comparable as a competing aggregator that HNW-focused firms like Fountainhead might join or be measured against.

Direct peers

• Lido Advisors: Fountainhead's November 2025 strategic partner and a fiduciary wealth manager serving HNW families with financial planning, investment management, and trust/estate services. Directly comparable as both firms pursue the same HNW clientele with an integrated planning-led model.
• Cresset: Multi-family office and RIA providing integrated investment, tax, estate, and family office services to HNW families. Comparable in client segment, holistic planning offering, and pursuit of a national wealth management presence.
• Pitcairn: Multi-family office serving HNW families with investment advisory, trust, and family office services. Comparable in ultra-HNW client segment, integrated planning/wealth offering, and multi-generational relationship focus.
• Aspiriant: National fiduciary RIA focused on HNW individuals and families, offering integrated financial planning, investment, and tax services. Comparable in target market, fee-only model, and centralized investment platform for multiple regional offices.
• Bessemer Trust: Wealth management and private banking firm specializing in ultra-HNW families with investment management, trust, estate, and family office services. Comparable in HNW focus and comprehensive planning-led service suite.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat4 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fountainhead Advisors