Main Street Research | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Main Street Research is a boutique investment advisory firm dedicated to providing personalized wealth management and financial planning services to private and institutional investors. With over three decades of experience, the firm operates from offices in the San Francisco Bay Area and New York metropolitan area, serving clients both nationally and internationally. The organization emphasizes trust and reliability, aligning its fee structure with client results to foster strong relationships.

The firm offers fiduciary wealth management, bespoke financial planning, and active risk management. Its investment approach focuses on individual securities, such as global stocks and bonds, ensuring transparency and cost efficiency. Services are tailored to private investors, families, foundations, and institutional clients, prioritizing long-term financial security and customized solutions. In addition, the firm is committed to community involvement and environmental responsibility, reflecting its dedication to social responsibility.