Displaying 11 results
MAI Capital Management acquires $562M firm in New Jersey
MAI Capital Management has made its fourth acquisition of 2024 so far and its…
MAI acquires $549M ‘household name’ RIA on the West Coast
The deal is the third this year for the 50-year-old wealth management business.
MAI Capital Management expands with $1.4B firm acquisition
The deal enhances the RIA's presence in Ohio and Northern Virginia.
MAI acquires Florida-based firm, launches retirement business
The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.
MAI Capital bulks up sports and entertainment planning with West Coast deal
Once the acquisition of Intersect Capital closes, working with professional athletes and entertainers will make up 20% of the $13.4 billion Cleveland-based RIA's business.
MAI Capital acquires RIA managing over $368 million
The acquisition of Winfield Associates adds to MAI's financial planning and investment teams at its headquarters in Cleveland.
MAI acquires $725 million RIA book
Patrick Gingras was a co-founder of Brenton Point Wealth Advisors
MAI Capital acquires $235 million RIA
Since September, MAI has been owned by Galway Insurance Holdings, a New York-based financial services distribution company.
MAI Capital acquires $558 million RIA
The principals of Charlotte, North Carolina-based Queens Oak Advisors, Leila Evans and Deems May, a former NFL player, will join MAI.
MAI Capital acquires $230 million RIA
Storey & Associates is based in North Canton, Ohio.
MAI buys $390 million Maryland-based RIA
Geier Asset Management does business as Winpoint Financial and, like MAI, it specializes in serving professional athletes.
