A complete list of active advisors currently associated with Headinvest

Warmer can help you find a great advisor at Headinvest or one who fits your needs even better.

HeadInvest provides discretionary and occasional non‑discretionary portfolio management and financial planning services for individuals, trusts, endowments, foundations, charitable organizations, government entities, corporations and retirement plans; the brochure reports $891,849,255 in discretionary assets under management as of December 31, 2025 across 445 relationships. The firm also offers integrated advice on insurance, estate and retirement planning and coordinates with other client advisors when appropriate. The firm follows a disciplined Price/Value Analysis for security selection, applying quantitative screens (for example, generally excluding companies with debt greater than half of invested capital or market capitalizations under $750 million) and constructing customized asset allocations across equities, fixed income, ETFs and certain alternative assets. Portfolios are typically managed on a discretionary basis using three principal equity approaches (Core Growth, Dividend Value, and Custom Portfolio Services), with tax-aware implementation for taxable accounts and the ability to manage held‑away retirement accounts through a third‑party platform. Distinctive aspects noted in the brochure include serving government entities — a client type that is uncommon for many similar team firms — and an emphasis on detailed client reporting (quarterly statements and annual transaction summaries) alongside the firm’s practice of advertising performance results in its materials, which is relatively rare among peers. The brochure also highlights operational features that may matter to institutional or plan clients, such as direct trading access to employee plans and formal proxy‑voting procedures supported by third‑party research.

To learn more about the advisors currently working at Headinvest, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.