RIA Intel›Advisers›Massachusetts›MAIN EFFORT FINANCIAL, INC.

MAIN EFFORT FINANCIAL, INC.

Advisory

HOLLISTON, MA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,036

of 1,590 advisers by AUM

Average account

$217K

across 399 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$86M

Discretionary AUM$86M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients189

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, IL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

189 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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