← Tributary

MAINLINE INVESTMENT ADVISERS, LLC

WYNNEWOOD, PA · CRD 159045 · IAPD ↗ · 610-896-3000

$109.9MRegulatory AUM
3Advisory reps
4Employees
1Clients
n/aPlanning clients
8Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MAINLINE INVESTMENT ADVISERS, LLC reported RAUM down 45% ($200.8M -> $109.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
May 2025 — MAINLINE INVESTMENT ADVISERS, LLC changed its website from mainlineco.com to mainlineinvestmentadvisers.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — MAINLINE INVESTMENT ADVISERS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
27
August 2024 — MAINLINE INVESTMENT ADVISERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.