HEADINVEST
SEC RegisteredFocus, Discipline & Trust.
About the firm
HeadInvest is an independent registered investment advisory firm based in Portland, Maine. For more than 30 years, they have been helping individuals, families, and institutions build, manage, and preserve their financial resources. As a fiduciary advisor, they provide highly customized service and solutions delivered by experienced financial professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management solutions including financial planning, investment management, and institutional equity research, delivered through a highly personalized approach across every stage of clients' financial lives.
Who they serve
Multi-generational families and individuals, and institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 101 | $55M |
| High Net Worth Individuals | 322 | $755M |
| State/Municipal Entities | 21 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HEADINVEST has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.