A complete list of active advisors currently associated with Main Street Investment Advisors, LLC

Warmer can help you find a great advisor at Main Street Investment Advisors, LLC or one who fits your needs even better.

Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, providing discretionary portfolio management and asset-allocation advice across equities, fixed income, mutual funds, ETFs and master limited partnerships. As of December 31, 2025 the firm reported approximately $250,312,643 in assets under management and generally requires a minimum account size for new relationships. The firm’s investment process emphasizes identifying large-cap companies with strong competitive positions using both fundamental and technical analysis and a wide range of research sources (including Fidelity Institutional, S&P, Moody’s and Morningstar). MSIA follows a buy-and-hold orientation with low turnover, supplements portfolios with externally managed SMAs for specialist exposures, and—after obtaining written client authorization—uses a conservative option-writing program to enhance income and provide partial downside protection. What is uncommon for a supported firm is the explicit integration of option strategies and other derivatives into client accounts and alongside separately managed accounts, a practice the firm documents and implements with client approval. MSIA also negotiates custody and execution arrangements with Fidelity (and uses Stifel for certain SMA custody), does not accept mutual fund commissions, and will on occasion arrange customized client agreements or proprietary portfolios, reflecting operational choices that differ from many peers.

To learn more about the advisors currently working at Main Street Investment Advisors, LLC, 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.