Main Line Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Whitefish, MT. Its latest Form ADV filing, dated March 23, 2026, reports $449M in regulatory assets under management, 3 employees, 2 offices, and 679 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
98
2
HNWI
33.1%
60
3
Pension Plans
12.7%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$449Mas of March 23, 2026
Discretionary100.0%
$449M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$449M
Total Accounts679
10Y AUM Change+$449M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee60:1
10Y Employee Change+2 (+200.0%)
* 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.