Main Line Financial Advisors, LLC

Main Line Financial Advisors, LLC (CRD# 121583) is a financial advisory firm headquartered in Pottstown, PA. They manage $225,543,385 in 754 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $299,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MD, NJ, PA, TX

Financial Advisors at Main Line Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Carl W. Landis
CRD#: 1866768
211 E High Street, Pottstown, PA 19464
96
Wealthminder
score

Carl Landis (CRD# 1866768) is an Investment Advisor Representative working at Main Line Financial Advisors, LLC in Pottstown, PA and has over 29 years of experience in the finance industry. Carl Landis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert B. Logan
CRD#: 2524134
Malvern, PA
93
Wealthminder
score

Robert Logan (CRD# 2524134) is an Investment Advisor Representative working at Main Line Financial Advisors, LLC in Malvern, PA and has over 23 years of experience in the finance industry.

3
Alfred F. Matarazzo
CRD#: 2232383
629-a Swedesford Road, Malvern, PA 19355
83
Wealthminder
score

Alfred Matarazzo (CRD# 2232383) is an Investment Advisor Representative working at Main Line Financial Advisors, LLC in Malvern, PA and has over 25 years of experience in the finance industry.

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