Mainstreet Advisors

Mainstreet Advisors (CRD# 146615) is a financial advisory firm headquartered in Chicago, IL. They manage $2,929,912,550 in 63 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,930
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $46,506,548
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NM, OH, OK, PA, SD, TN, TX, WA, WI

Financial Advisors at Mainstreet Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Richard J. Milton
CRD#: 2632784
120 N. Lasalle Street, 37th Floor, Chicago, IL 60602
96
Wealthminder
score

Richard Milton (CRD# 2632784) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 14 years of experience in the finance industry.

2
Charles T. Simko
CRD#: 2870750
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Charles Simko (CRD# 2870750) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 19 years of experience in the finance industry.

3
Bruce J. Simpson
CRD#: 2968407
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Bruce Simpson (CRD# 2968407) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 18 years of experience in the finance industry. Bruce Simpson 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.

4
Alessandro Urbani
CRD#: 2714609
Huntington, CT
93
Wealthminder
score

Alessandro Urbani (CRD# 2714609) is an Investment Advisor Representative working at Mainstreet Advisors in Huntington, CT and has over 20 years of experience in the finance industry.

5
Anne T. Durkin
CRD#: 5920706
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
90
Wealthminder
score

Anne Durkin (CRD# 5920706) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has 1 year of experience in the finance industry.

6
Michael A. Steele
CRD#: 4956948
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
89
Wealthminder
score

Michael Steele (CRD# 4956948) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 2 years of experience in the finance industry.

7
John F. Crosson
CRD#: 2992720
120 N. Lasalle Street, 37th Floor, Chicago, IL 60602
73
Wealthminder
score

John Crosson (CRD# 2992720) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 18 years of experience in the finance industry.

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