Main Line Retirement Advisors, LLC

RIASEC Registered

Total AUM

$449M

Discretionary

$449M

100% of AUM

Avg account

$661K

Accounts

679

Employees

Advisory reps

Firm details

Headquarters: Whitefish, Montana
CRD number: 284780
Registered since: September 20, 2016
Website: www.mlra401k.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.06%
Pension & Profit Sharing Plans43.24%
Individuals6.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Main Line Retirement Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator, selecting outside managers and third‑party funds when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an ESG investor.