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Main Street Research is independent of and unaffiliated with Financial Advisor Magazine (FA Magazine), the creator of the 2016 Registered Investment Advisor (“RIA”) Survey & Ranking. The rating noted was given based on specific criteria and methodology defined by FA Magazine. Main Street Research did not pay a fee to be included in the database. FA Magazine ranked 610 RIA participants based solely on the growth rate of discretionary and non-discretionary assets under management as reported on their firms’ 2014 and 2015 form ADV. The ratings are for informational purposes only and no warranty is either expressed or implied by their presentation. The ratings may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such rating should not be considered a guarantee of future performance or results.
The FA’s top adviser rating(“accolade”) is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Main Street Research LLC (MSR) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. MSR’s receipt of accolades should not be considered a guarantee of future performance results. MSR is independent and unaffiliated with Financial Advisor magazine and did not pay a fee to be included in the databases and rankings. The ratings are not indicative of future performance. FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets undermanagement as of December 31, 2020, to be included in the print edition of Financial Advisor magazine.
Barron's 2024 rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Main Street Research, LLC is independent and unaffiliated with Barron’s and did not pay a fee to be included in the rankings. The ratings are not indicative of future performance.
Financial Times Magazine (FT magazine) ranked 740 SEC registered firms with over $300 million in assets under management (AUM) in 2020 based on asset growth, company age, industry certifications of key employees, SEC compliance records and online accessibility. The ratings may not be representative of any one client’s experience because it reflects an average of all the experiences of an adviser’s clients.
Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.
Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.
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Main Street Research LLC (“MSR”) is an SEC registered investment adviser; however, this does not imply any level of skill or training and no inference of such should be made. The opinions expressed herein are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. We provide historical content for transparency purposes only. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Mention of a security should not be considered a recommendation or solicitation to purchase or sell the security, and any securities mentioned may be held by MSR for client portfolios. The information presented represents an opinion as of the date published and should not be considered an investment recommendation. MSR does not become a fiduciary to any listener, reader or other person or entity by the person’s use of or access to the podcast or material. The listener assumes the responsibility of evaluating the merits and risks associated with the use of any information or other content and for any decisions based on such content.
Main Street Research LLC (“MSR”) is an SEC registered investment adviser; however, this does not imply any level of skill or training, and no inference of such should be made. The opinions expressed herein are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. We provide historical content for transparency purposes only. All opinions are subject to change without notice and, due to changes in the market or economic conditions, may not necessarily come to pass. Mention of a security should not be considered a recommendation or solicitation to purchase or sell the security, and any securities mentioned may be held by MSR for client portfolios. The information posted represents an opinion as of the date published and should not be considered an investment recommendation. MSR does not become a fiduciary to any reader or other person or entity by the person’s use of or access to the material. The reader assumes the responsibility of evaluating the merits and risks associated with the use of any information or other content and for any decisions based on such content. The material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Investment disclosure —neither the information nor any opinion expressed herein constitutes a solicitation by main street of the purchase or sale of any securities or other financial instruments nor a recommendation to hold, sell, buy, or own a particular security or sector in your portfolio and do not represent all securities purchased, sold or recommended for client accounts. The listener should not assume that an investment in these securities has been or will be profitable. Individual recommendations are tailored to individual portfolios. Main street client portfolios are managed separately and vary in regard to risk and return dependent upon individual client circumstances. A full list of all securities in the MSR client portfolio is available upon request.
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