Main Street Advisors
Santa Monica, CA·SEC-registered · CRD #305170
Main Street Advisors is an SEC-registered investment advisory firm in Santa Monica, CA managing $9.6B across 198 client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.6B
Client accounts
198
Advisory staff
17
Fee model
Fee-only
How Main Street Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Main Street Advisors
How much does Main Street Advisors manage?
Per its most recent SEC Form ADV filing (03/27/2026), Main Street Advisors reports $9.6B in regulatory assets under management across roughly 198 client accounts.
How does Main Street Advisors charge?
Main Street Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Main Street Advisors a fiduciary?
Yes. Main Street Advisors is registered with the U.S. Securities and Exchange Commission (CRD #305170), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Main Street Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Main Street Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Santa Monica, CA
Profile compiled from Main Street Advisors's public SEC Form ADV filing (CRD #305170, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Main Street Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Main Street Advisors? Claim this profile.