Insights

Boutique Niche As a small investment advisory firm with fewer than 10 employees, 1st & Main Investment Advisors presents an opportunity for customized, high-touch financial services targeting clients who value personalized planning and fiduciary responsibility.

Expanding Reach With established roots in Vail and an additional office in Greenville, SC, the firm is positioned for geographic expansion, appealing to clients in growing markets seeking independent wealth management solutions.

Technology Adoption Utilizing a modern tech stack including MySQL, PHP, and web technologies, the firm shows a commitment to digital infrastructure, making it receptive to technology partnerships or enhancements that improve client engagement and operational efficiency.

Industry Alignment Operating within the competitive landscape alongside firms like Charles Schwab and Fidelity, 1st & Main can leverage its independent and fiduciary stance to differentiate itself and attract clients seeking transparent, unbiased advice.

Partnership Potential Registered as a fiduciary and independent fee-only advisor, the firm may be open to strategic alliances with technology providers, financial product firms, or institutional partners aiming to align with trusted, client-first advisors.

1st & Main Investment Advisors Tech Stack

1st & Main Investment Advisors uses 8 technology products and services including MySQL, oEmbed, Font Awesome, and more. Explore 1st & Main Investment Advisors's tech stack below.

  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Elementor
    Page Builders
  • PHP
    Programming Languages
  • YouTube
    Video Players

Media & News

1st & Main Investment Advisors's Email Address Formats

1st & Main Investment Advisors uses at least 1 format(s):
1st & Main Investment Advisors Email FormatsExamplePercentage
First@1standmaininvest.comJohn@1standmaininvest.com
40%
First.Middle@1standmaininvest.comJohn.Michael@1standmaininvest.com
10%
First@1standmaininvest.comJohn@1standmaininvest.com
40%
First.Middle@1standmaininvest.comJohn.Michael@1standmaininvest.com
10%

Frequently Asked Questions

Where is 1st & Main Investment Advisors's headquarters located?

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1st & Main Investment Advisors's main headquarters is located at 97 Main Street W103, Edwards, CO 81632, US. The company has employees across 1 continents, including North America.

What is 1st & Main Investment Advisors's official website and social media links?

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1st & Main Investment Advisors's official website is 1standmaininvest.com and has social profiles on LinkedIn.

What is 1st & Main Investment Advisors's NAICS code?

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1st & Main Investment Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does 1st & Main Investment Advisors have currently?

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As of October 2025, 1st & Main Investment Advisors has approximately 6 employees across 1 continents, including North America. Key team members include Partner: A. S.Partner | Investment Adviser Representative: R. J. R.Senior Financial Advisor: F. H.. Explore 1st & Main Investment Advisors's employee directory with LeadIQ.

What industry does 1st & Main Investment Advisors belong to?

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1st & Main Investment Advisors operates in the Investment Management industry.

What technology does 1st & Main Investment Advisors use?

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1st & Main Investment Advisors's tech stack includes MySQLoEmbedFont AwesomeGoogle Fonts APIJSON-LDElementorPHPYouTube.

What is 1st & Main Investment Advisors's email format?

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1st & Main Investment Advisors's email format typically follows the pattern of First@1standmaininvest.com. Find more 1st & Main Investment Advisors email formats with LeadIQ.

When was 1st & Main Investment Advisors founded?

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1st & Main Investment Advisors was founded in 1985.
1st & Main Investment Advisors

1st & Main Investment Advisors

Investment ManagementUnited States2-10 Employees

1st & Main Investment Advisors prides itself on exercising fiduciary responsibility to each of our  relationships in a fee-only environment. Our independence from traditional brokerages, banks and wire-houses enhances our ability to deliver un-biased, customizable planning solutions and portfolio management on behalf of those who work with us. 

Established in 1985 in Vail, CO 1st & Main Investment Advisors is Registered Investment Advisory firm committed to growing and preserving clients’ wealth. Principles maintain a comprehensive approach to planning, research and analysis, trade execution and management of portfolio risk to over 700 individual and small business clients. In 2013 we opened an office in Greenville, SC to serve a growing community in the southeast. 

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.

www.berthel.com/disclosures; www.finra.org; and www.sipc.org

Section iconCompany Overview

Headquarters
97 Main Street W103, Edwards, CO 81632, US
NAICS Code
5239 - Other Financial Investment Activities
Founded
1985
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    1st & Main Investment Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    1st & Main Investment Advisors's revenue is estimated to be in the range of $1M$10M

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