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

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

Main Street Investors serves individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and charitable organizations with retirement plan consulting, one‑time financial planning, and advisory services delivered through a co‑advisory arrangement with an unaffiliated money manager. The firm reports approximately $31.4 million in assets under management, all of which are managed on a non‑discretionary basis rather than under firm trading authority. The firm typically directs clients to a mutual fund‑based advisory platform operated by the third‑party manager and conducts due diligence on those managers; its stated analysis uses modern portfolio theory and a long‑term trading orientation, and ongoing advisory accounts are reviewed at least quarterly. Financial planning engagements are generally delivered as a one‑time plan with clients responsible for implementing recommendations, and clients retain voting and trading authority with custodians. Noteworthy aspects relative to peers include the predominance of non‑discretionary AUM and the operational structure whereby the third‑party manager’s mutual funds are the standard vehicle for client accounts and that manager collects and remits advisory fees to the firm. The brochure also discloses that firm principals have insurance licenses and other outside business activities, which can create conflicts of interest the firm says it documents and discloses to clients.

To learn more about the advisors currently working at Main Street Investors, 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.