Lido Advisors has acquired Fountainhead Advisors for $1.2 billion, signaling significant growth potential in the financial advisory market.

Information on the Target

Lido Advisors has announced its largest acquisition to date in 2025, acquiring Fountainhead Advisors for $1.2 billion. Founded in 2011 and headquartered in Warren, New Jersey, Fountainhead Advisors is a registered investment advisory (RIA) firm that employs 39 professionals. The firm is led by a trio of owners: Marc Rock, Scott Silver, and Joe Halpern. In addition to its advisory services, Fountainhead operates two affiliates: Fountainhead Asset Management, focused on investment advisory, and Fountainhead Protection Strategies, which specializes in insurance planning.

Fountainhead Advisors has a notable presence on both coasts of the United States, with its primary location in New Jersey and a secondary office situated in San Ramon, California, a suburb of the San Francisco Bay Area. This strategic positioning allows the firm to cater to a diverse client base, enhancing its market reach and service offerings.

Industry Overview in the Target’s Specific Country

The financial advisory industry in the United States is dynamic and competitive, driven by increasing demand for personalized financial planning services. As individuals and fam