MAIN STREET INVESTMENT ADVISORS, LLC
SEC RegisteredWALL STREET EXPERIENCE, MAIN STREET SENSIBILITY
About the firm
Main Street Investment Advisors, LLC is an SEC-registered investment adviser that delivers a simple, nimble, multi-faceted approach to wealth management with a high-touch service model. The firm draws on 100 years of collective investment experience to serve clients investing independently, through family offices, or for foundations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services encompassing education planning, risk management and insurance, investments, tax planning, retirement savings and income planning, and estate planning, developed in conjunction with clients, their legal advisors, and accountants.
Who they serve
Clients who are busy building businesses, managing families, and leading their communities, including independent investors, family offices, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $3.3M |
| High Net Worth Individuals | 128 | $243M |
| State/Municipal Entities | 2 | — |
29 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAIN STREET INVESTMENT ADVISORS, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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