Lido acquires $1.2bn New Jersey RIA

Serial acquirer Lido Advisors revealed its largest deal of 2025 on Tuesday, adding a $1.2bn RIA headquartered in Warren, N.J.  The deal brings aboard Fountainhead Advisors, a 39-person firm led by the ownership trio of Marc Rock, Scott Silver and Joe Halpern. Specific financial terms of the deal were not disclosed.  Launched in 2011, Fountainhead also operates an advisory affiliate, Fountainhead Asset Management, along with an insurance-focused affiliate, Fountainhead Protection Strategies, per the company’s Form ADV brochure. Along with its New Jersey base, Fountainhead also has an outpost on the opposite coast in San Ramon, Calif., a suburb of the San Francisco Bay Area. 

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