Mainstreet Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $5.9B in regulatory assets under management, 26 employees, 4 offices, and 5,636 accounts.
Assets Under Management
$5.9B
Employees
26
Offices
4 offices
Total Clients
58
Primary office
CHICAGO, IL
120 N. LASALLE STREET, SUITE 3300, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentBanks represent 96.6% of total clients.
Top client categories% of clientsClients
1
Banks
96.6%
56
2
HNWI
3.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 27, 2026
Discretionary16.4%
$963M
16% of total RAUM16.4%
Non-discretionary83.6%
$4.9B
84% of total RAUM83.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.9B
Total Accounts5,636
10Y AUM Change+$2.5B (+73.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee2:1
10Y Employee Change+2 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.