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- Custodian
- BNY Mellon · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
About Main Line Retirement Advisors, LLC
Main Line Retirement Advisors is a multi-generation, family-run fiduciary practice providing private wealth management for high-net-worth families and individuals, plus family office, tax/estate and legacy planning. The team also advises employer retirement plans and can act as an ERISA 3(38) investment fiduciary, supporting plan design, vendor negotiations and participant education. Portfolios emphasize risk-aware, cost-efficient allocations, often implemented with ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALFRED FRANCIS MATARAZZO JR
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #2232383
- Ownership
- 75% or more
Zachary Taylor Matarazzo
PARTNER
- CRD
- #6889116
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,606,506 | $660,687 |
| Non-Discretionary | $0 | -- |
| Total | $448,606,506 | $660,687 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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