Wealth Manager
    SEC Registered
    Manages Private Funds

    Main Line Retirement Advisors, LLC

    Registered investment advisor · Whitefish, Montana · CRD #284780

    Assets Under Management
    $449M
    Client Accounts
    679
    Employees
    3
    CRD Number
    284780
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Main Line Retirement Advisors, LLC

    Main Line Retirement Advisors, LLC is a registered investment advisory firm offering portfolio management, financial planning, and investment advice. The firm is a third-generation wealth management company based in Bryn Mawr, PA, specializing in 401(k) plans and focused on providing unbiased recommendations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Main Line Retirement Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Main Line Retirement Advisors, LLC's AUM?

    Main Line Retirement Advisors, LLC reports approximately $449M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Main Line Retirement Advisors, LLC headquartered?

    Main Line Retirement Advisors, LLC is headquartered in Whitefish, Montana.

    What is Main Line Retirement Advisors, LLC's CRD number?

    Main Line Retirement Advisors, LLC's CRD number is 284780. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Main Line Retirement Advisors, LLC manage?

    Main Line Retirement Advisors, LLC manages approximately 679 client accounts according to its latest SEC filing.

    Is Main Line Retirement Advisors, LLC SEC registered?

    Yes, Main Line Retirement Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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