Insights

Highly Customizable Wealth Management Main Street Research offers personalized, client-specific investment management services, which indicates a potential opportunity to introduce tailored financial advisory tools and technology solutions that facilitate customized portfolio management.

Reputation and Trust The firm’s longstanding history since 1993 and recent partnership with Mendocino College Foundation highlight a strong reputation and client trust, suggesting they may be open to expanding their network through relationship-based solutions or service enhancements.

Growth and Revenue Potential With an estimated revenue between 50 million and 100 million and a relatively small team, there may be opportunities to offer scalable solutions such as automation, CRM systems, or data analytics to support expansion and operational efficiency.

Technology Adoption Utilizing diverse tech tools like WordPress, DocuSign, and Google Tag Manager indicates openness to digital and cloud-based solutions, which could facilitate the introduction of innovative fintech products or cybersecurity services.

Market Focus and Opportunities Serving high-net-worth individuals, families, and foundations, Main Street Research presents opportunities for premium financial services, estate planning, tax optimization, and exclusive investment products aimed at sophisticated clients.

Similar companies to Main Street Research

Main Street Research Tech Stack

Main Street Research uses 8 technology products and services including WordPress Super Cache, JSON-LD, DocuSign, and more. Explore Main Street Research's tech stack below.

  • WordPress Super Cache
    Caching
  • JSON-LD
    Javascript Frameworks
  • DocuSign
    Miscellaneous
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Vimeo
    Video Players
  • Bluehost
    Web Hosting
  • Nginx
    Web Servers

Main Street Research's Email Address Formats

Main Street Research uses at least 1 format(s):
Main Street Research Email FormatsExamplePercentage
First@ms-research.comJohn@ms-research.com
70%
First.Last@ms-research.comJohn.Doe@ms-research.com
19%
Last@ms-research.comDoe@ms-research.com
9%
FLast@ms-research.comJDoe@ms-research.com
2%

Frequently Asked Questions

Where is Main Street Research's headquarters located?

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Main Street Research's main headquarters is located at 30 Liberty Ship Way Third Floor Sausalito, California United States. The company has employees across 1 continents, including North America.

What is Main Street Research's phone number?

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You can contact Main Street Research's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Main Street Research's official website and social media links?

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Main Street Research's official website is ms-research.com and has social profiles on LinkedIn.

What is Main Street Research's SIC code NAICS code?

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Main Street Research's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Main Street Research have currently?

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As of April 2026, Main Street Research has approximately 23 employees across 1 continents, including North America. Key team members include Vice President Of Client Service: H. C.Founder - Chief Investment Officer: J. E. D.Managing Partner: B. A.. Explore Main Street Research's employee directory with LeadIQ.

What industry does Main Street Research belong to?

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Main Street Research operates in the Investment Management industry.

What technology does Main Street Research use?

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Main Street Research's tech stack includes WordPress Super CacheJSON-LDDocuSignPHPGoogle Tag ManagerVimeoBluehostNginx.

What is Main Street Research's email format?

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Main Street Research's email format typically follows the pattern of First@ms-research.com. Find more Main Street Research email formats with LeadIQ.

When was Main Street Research founded?

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Main Street Research was founded in 1993.

Main Street Research

Investment ManagementCalifornia, United States11-50 Employees

Main Street Research is a Registered Investment Advisor serving individuals, families and foundations.

Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at www.ms-research.com to learn more!

Section iconCompany Overview

Headquarters
30 Liberty Ship Way Third Floor Sausalito, California United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1993
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Main Street Research's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Main Street Research's revenue is estimated to be in the range of $50M$100M

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