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- Custodian
- BNY Mellon · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 3, 2025 and March 23, 2026, reported AUM increased 13.8%, from $394.2M to $448.6M.
Across 5 reported observations, AUM increased 35.1% between March 22, 2022 and March 23, 2026, from $332.2M to $448.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 360 clients, or 180 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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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
SMA allocation detail is available
Main Line Retirement Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Main Line Retirement Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.