Greenwich, CT 380 Greenwich Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Main Street Research LLC
Team
Firm-wide stats for Main Street Research LLC
Clients per advisor
51 TypicalAvg AUM per client
$2,574,741 Very HighHNW client ratio
80% Very HighAbout
Main Street Research LLC provides wealth management to individuals, families, foundations, and institutions, delivering comprehensive financial planning and discretionary investment management. The firm manages roughly $2.68 billion for about 1,018 client relationships through a multi‑advisor team of 17 and serves both non‑high‑net‑worth and high‑net‑worth clients, with outside chief investment officer services available for institutional or foundation clients.
Investment advice is tailored through in‑depth client interviews and an investment policy process overseen by an internal investment committee that applies fundamental, quantitative, and technical analysis. Portfolios emphasize individual securities — domestic and foreign stocks, bonds, REITs, MLPs, and preferred stock — with ETFs used for diversification or access, and the firm offers an ESG model and the ability to select sub‑advisors for specialized strategies.
Notably, MSR offers an elective performance‑based fee schedule (available only to Rule 205‑3 qualified clients) that combines a management fee with a quarterly performance allocation subject to a high‑water mark and tiered allocation percentages. The firm also engages sub‑advisors for specialized overlays — including an options/collar program for concentrated stock positions (via SpiderRock Advisors) and an active long/short tax‑loss harvesting strategy (via Quantinno) that requires margin — and requires a 24‑month commitment when clients change fee schedules.
Based on Main Street Research LLC
Expertise
Based on Main Street Research LLC
Location
380 Greenwich Avenue
Greenwich CT 06830
Advisors at this office
4
Advisors at this office
Bridget J
Series 63, Series 66
Greenwich, CT
Main Street Research LLC
Bridget Johanson is a financial advisor at Main Street Research LLC with three years of industry experience. She holds Series 63 and 66 licenses and previously worked at Fidelity Investments. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, offering comprehensive financial planning and discretionary investment management through a multi-advisor team. The firm emphasizes tailored investment strategies using fundamental, quantitative, and technical analysis across a variety of securities and also offers ESG models and specialized sub-advisor strategies.
Matthew N
CFP®, Series 66
Greenwich, CT
Main Street Research LLC
Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.
Benjamin A
Series 65
Greenwich, CT
Main Street Research LLC
Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.
Alexandra R
CFP®, Series 65
Greenwich, CT
Main Street Research LLC
Alexandra Rooney is a CFP® and Series 65 licensed financial advisor at Main Street Research LLC with four years of industry experience. She has worked at several firms, including Revolve Wealth Partners, SCS Capital Management, Kilingenstein Fields Advisors, and Wolf Group Capital Advisors. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for around 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a disciplined investment process combining fundamental, quantitative, and technical analysis, and it is notable for accepting performance-based fee arrangements alongside traditional fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)