Main Line Retirement Advisors, LLC

Overview

Main Line Retirement Advisors, LLC is an SEC registered investment adviser based in Whitefish, MT, registered since 2016. It reports $449M in assets under management across 679 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$449M

Discretionary

100%

Accounts

679

Average account

$661K

Employees

3

Advisory reps

2

Registered since

2016

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Alfred Francis Matarazzo Jr Managing Partner, Chief Compliance Officer CRD 2232383
• Zachary Taylor Matarazzo Partner CRD 6889116

Advisory reps 2 of 2

• Alfred Francis Matarazzo Jr. Investment Adviser Rep CRD 2232383
• Zachary Taylor Matarazzo Investment Adviser Rep CRD 6889116

Location

Headquarters

2 Obrien Ave
Whitefish, MT 59937

County

Flathead

Metro area

Kalispell, MT

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: mlra401k.com

Every state, with registration dates

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