Firm profile

MAIN STREET FINANCIAL SOLUTIONS, LLC

NEWTOWN, PACRD 305834Latest ADV March 31, 2026

Main Street Financial Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 31, 2026, reports $2.5B in regulatory assets under management, 41 employees, 21 offices, and 5,846 accounts.

Assets Under Management
$2.5B
Employees
41
Offices
21 offices
Total Clients
2,111
Primary office
NEWTOWN, PA
503 E. WASHINGTON AVENUE, SUITE 1C, NEWTOWN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOBrett R. Danko
CCOColin M. Moors
CFOMarie T. Dzelzgalvis

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
1,275
2
HNWI
33.4%
706
3
Pension Plans
2.8%
60
4
Corporations
2.2%
46
5
Charitable
1.1%
24
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.5Bas of March 31, 2026
Discretionary98.7%
$2.5B
99% of total RAUM98.7%
Non-discretionary1.3%
$33M
1% of total RAUM1.3%
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.

Total AUM$2.5B
Total Accounts5,846
10Y AUM Change+$1.6B (+177.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees41
Clients per Employee51:1
10Y Employee Change+18 (+78.3%)

* 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.