Insights

Customized Wealth Management Main Street Research specializes in personalized wealth management and bespoke investment strategies for high-net-worth individuals, families, and foundations, indicating an opportunity to offer tailored financial products or advanced wealth planning services.

Strong Market Position With revenue estimates between 50 million and 100 million and a focused client base, the company is a significant player in the investment advisory sector, making it a strategic target for premium financial technology solutions and Asset Management partnerships.

Recent Expansion Initiatives The partnership with Mendocino College Foundation suggests ongoing engagement with institutional clients and foundations, creating potential for scalable investment platforms, philanthropy management tools, or ESG-focused investment services.

Technology Adoption Utilizing advanced tech stack components like WordPress, Google Tag Manager, and DocuSign indicates a digitally savvy organization receptive to innovative software solutions that enhance client engagement, compliance, and operational efficiency.

Focused Client Success Model Main Street Research’s fee structure aligned with client success and its active risk management approach highlight an emphasis on performance-driven investment solutions, providing opportunities to pitch performance analytics tools, risk management software, or performance tracking platforms.

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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

Media & News

Mendocino College Foundation Inc partners with Main Street Research LLC.
The Foundation partners with highly reputed wealth management firm Main Street Research to manage its investments.
Jun 26, 2023 | www.ukiahdailyjournal.com

Main Street Research's Email Address Formats

Main Street Research uses at least 1 format(s):

Main Street Research Email Formats	Example	Percentage
First@ms-research.com	John@ms-research.com	72%
First.Last@ms-research.com	John.Doe@ms-research.com	16%
Last@ms-research.com	Doe@ms-research.com	10%
FLast@ms-research.com	JDoe@ms-research.com	2%

Frequently Asked Questions

Where is Main Street Research's headquarters located?

Main Street Research's main headquarters is located at 30 Liberty Ship Way, Third Floor Sausalito, CA 94965, US. The company has employees across 1 continents, including North America.

What is Main Street Research's phone number?

You can contact Main Street Research's main corporate office by phone at

+1-800-357-****

. 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 stock symbol?

Main Street Research is a publicly traded company; the company's stock symbol is N/A.

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

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

What is Main Street Research's NAICS code?

Main Street Research's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Main Street Research have currently?

As of October 2025, Main Street Research has approximately 24 employees across 1 continents, including North America. Key team members include Founder - Chief Investment Officer: J. E. D.Managing Partner: B. A.Partner- Client Services: A. H. C.. Explore Main Street Research's employee directory with LeadIQ.

What industry does Main Street Research belong to?

Main Street Research operates in the Investment Management industry.

What technology does Main Street Research use?

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

What is Main Street Research's email format?

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?

Main Street Research was founded in 1993.

Main Street Research

Investment ManagementUnited 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!