Insights

Growth and scale Mid-sized investment advisory with 11-50 employees and multi-year growth signals; potential cross-sell opportunities with services that support expanding AUM, compliance, and client onboarding as the firm scales.

Acquisition activity Recent headline about acquiring a stake in American Electric Power suggests active strategic moves and potential needs for investment research capabilities, risk analytics, and portfolio monitoring tools to manage larger, diversified holdings.

Technology footprint Utilizes a modern tech stack including Cloudflare, Google Cloud, Insightly CRM and SiteGround; opportunities to reinforce data security, CRM integration, and performance analytics to improve client experience and operational efficiency.

Regulatory focus Federally registered investment adviser under the Investment Advisers Act of 1940; potential need for compliance automation, ADP/filing solutions, and governance reporting to support regulatory requirements and transparency.

Industry benchmarking Revenue in the mid-range for an RIA with comparable peers; potential to discuss competitive differentiation through performance analytics, ESG or sustainability overlays, and enhanced reporting for high-net-worth and institutional prospects.

MainStreet Investment Advisors, LLC Tech Stack

MainStreet Investment Advisors, LLC uses 8 technology products and services including html5media, WordPress, Joomla, and more. Explore MainStreet Investment Advisors, LLC's tech stack below.

  • html5media
    Audio, Video, Graphics
  • WordPress
    Content Management System
  • Joomla
    Content Management System
  • Insightly CRM
    Customer Relationship Management
  • oEmbed
    Dev Tools
  • Twilio
    IT Infrastructure
  • SiteGround
    Platform As A Service
  • Nginx
    Web Servers

MainStreet Investment Advisors, LLC's Email Address Formats

MainStreet Investment Advisors, LLC uses at least 1 format(s):
MainStreet Investment Advisors, LLC Email FormatsExamplePercentage
FLast@mainstreetadv.comJDoe@mainstreetadv.com
100%

Frequently Asked Questions

What is MainStreet Investment Advisors, LLC's phone number?

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You can contact MainStreet Investment Advisors, LLC'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 MainStreet Investment Advisors, LLC's official website and social media links?

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MainStreet Investment Advisors, LLC's official website is mainstreetadv.com and has social profiles on LinkedInCrunchbase.

How much revenue does MainStreet Investment Advisors, LLC generate?

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As of August 2026, MainStreet Investment Advisors, LLC's annual revenue is estimated to be $25M - $50M.

What is MainStreet Investment Advisors, LLC's NAICS code?

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MainStreet Investment Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does MainStreet Investment Advisors, LLC have currently?

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As of August 2026, MainStreet Investment Advisors, LLC has approximately 42 employees across 1 continents, including North America. Key team members include Portfolio Analyst: M. T.Portfolio Analyst: T. G.. Explore MainStreet Investment Advisors, LLC's employee directory with LeadIQ.

What industry does MainStreet Investment Advisors, LLC belong to?

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MainStreet Investment Advisors, LLC operates in the Financial Services industry.

What technology does MainStreet Investment Advisors, LLC use?

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MainStreet Investment Advisors, LLC's tech stack includes html5mediaWordPressJoomlaInsightly CRMoEmbedTwilioSiteGroundNginx.

What is MainStreet Investment Advisors, LLC's email format?

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MainStreet Investment Advisors, LLC's email format typically follows the pattern of FLast@mainstreetadv.com. Find more MainStreet Investment Advisors, LLC email formats with LeadIQ.

When was MainStreet Investment Advisors, LLC founded?

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MainStreet Investment Advisors, LLC was founded in 2003.
MainStreet Investment Advisors, LLC logo

MainStreet Investment Advisors, LLC

Financial ServicesIllinois, United States11-50 Employees

MainStreet Investment Advisors, LLC operates as a federally registered investment adviser under the Investment Advisers Act of 1940, providing financial services within the investment advisory space. Based in Chicago, Illinois, the firm serves clients as an adviser, with postings indicating a focus on informational content about markets and assets and a history of equity and ETF stake activities. The company highlights that registration does not imply SEC endorsement or a stated level of skill, and it emphasizes that information is gathered from multiple sources with no guaranteed accuracy or obligation to update.

Recent activity noted in public reports includes the acquisition of a stake in American Electric Power Company in mid-2023, illustrating involvement in significant asset positions. Historical disclosures also show investments in various equities and funds during prior quarters. The organization operates in the financial services industry with a relatively small professional footprint and a profile consistent with a boutique advisory presence within a larger market ecosystem.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    MainStreet Investment Advisors, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    MainStreet Investment Advisors, LLC's revenue is estimated to be in the range of $25M - $50M

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