← Directory
MAINSTREET ADVISORS
Legal name: MAINSTREET INVESTMENT ADVISORS LLC
CRD 146615File 801-68930
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.86B
Top 25% of cohort (national)
Discretionary AUM
$963.2M
Non-discretionary $4.89B
Clients
58
5,636 accounts
Employees
26
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 12, 2008
- Principal office
- 120 N. LASALLE STREET, SUITE 3300, CHICAGO, IL, 60602-2424
- Phone
- 312-223-0270
- Website
- HTTP://WWW.MAINSTREETADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.86B
- Discretionary AUM
- $963.2M
- Non-discretionary AUM
- $4.89B
- Discretionary accounts
- 747
- Non-discretionary accounts
- 4,889
- Total accounts
- 5,636
- AUM per client
- $101.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $3.1M |
| Banking or thrift institutions | 56 | $5.85B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 26 | increased by4 |
| Apr 1, 2026 | AUM | $5,409,800,392 | $5,855,906,939 | increased by$446,106,547 |
| Apr 1, 2026 | Accounts | 5,683 | 5,636 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 22 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,042 | 58 | decreased by984 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,932,088,506 | $5,409,800,392 | decreased by$4,522,288,114 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,042 | 5,683 | increased by4,641 |
| Apr 1, 2022 | Employees | 33 | 32 | decreased by1 |
| Apr 1, 2022 | Clients | 127 | 1,042 | increased by915 |
| Apr 1, 2022 | AUM | $7,776,395,933 | $9,932,088,506 | increased by$2,155,692,573 |
| Apr 1, 2022 | Accounts | 203 | 1,042 | increased by839 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAINSTREET ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAINSTREET ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.