RIA Intel›Advisers›Massachusetts›MAIN STREET FINANCIAL ADVISORY LLC

MAIN STREET FINANCIAL ADVISORY LLC

Advisory

WEST NEWBURY, MA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in MA
#1,232
of 1,590 advisers by AUM
Average account
$224K
across 160 accounts
AUM per adviser
$36M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$36M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$36M
Discretionary AUM$33M
Non-Discretionary AUM$3M
Discretionary %91.3%
Total Clients50
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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MONTANARI FINANCIAL ADVISORS INC.
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HEAPHY EDWARD THOMAS JR
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$35M

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