MAI Acquisitions

2024

Harbor Wealth Management Joins MAI Capital ManagementMay 3, 2024Read More
The Wealth Management Division of Treloar & Heisel Joins MAI Capital ManagementApr 12, 2024Read More
LWS Wealth Advisors Inc. Joins MAI Capital ManagementMar 1, 2024Read More
WaterStone Investment Counsel Joins MAI Capital ManagementJan 19, 2024Read More
Traverso Chambers Private Wealth Management, LLC Joins MAI Capital ManagementJan 12, 2024Read More
Madison Wealth Management Joins MAI Capital ManagementJan 5, 2024Read More

2023

R. Karras Asset Management and Planning LLC joins MAI Capital ManagementDec 22, 2023Read More
Asset Management Group Joins MAI Capital ManagementJul 31, 2023Read More
Transparent Wealth Partners, LLC Joins MAI Capital ManagementJul 7, 2023Read More
Wiener Financial Management and MAI CapitalApr 21, 2023Read More

2022

West Point Business Group & MAI Capital Are Excited to Announce Their PartnershipOct 6, 2022Read More
MAI Capital Management Adds New Advisor in Florida MarketOct 3, 2022Read More
MAI Capital Management Acquires Prime Investment AdvisorsSep 26, 2022Read More
MAI Capital Management Adds Justin Bass to Bolster its Sports + Entertainment DivisionSep 14, 2022Read More
MAI Capital Management Hires Dexter L. JamesAug 29, 2022Read More
Pareto Wealth Management & MAI Capital Management Are Excited to Announce Their PartnershipAug 10, 2022Read More
Joe McLean and Intersect Capital Join in Growth of MAI Capital ManagementJul 21, 2022Read More
Winfield Associates & MAI Capital Are Excited to Announce Their PartnershipJun 27, 2022Read More
MAI Capital Management Expands to Connecticut With Addition of New AdvisorJan 4, 2022Read More
Monarch, Regal & MAI Capital ManagementJan 3, 2022Read More

2021

Investment Planning Associates & MAI Capital Management Are Excited to Announce Their PartnershipDec 17, 2021Read More
Queens Oak Advisors & MAI Capital ManagementDec 10, 2021Read More
Hochman Cole Investment Advisors & MAI Capital ManagementDec 3, 2021Read More
Geier Asset Management, Winpoint Financial & MAI CapitalOct 22, 2021Read More
Storey & Associates & MAI Capital Management               Sep 30, 2021Read More
MAI Capital Management Completes Acquisition of the Wealth Management Division of Ownership AdvisorsMay 5, 2021Read More
MWM Investment Consulting & MAI Capital ManagementMar 22, 2021Read More
HW Financial Advisors & MAI Capital ManagementFeb 6, 2021Read More

2020

Smith Capital Management & MAI Capital ManagementDec 14, 2020Read More
Greenway Family Office & MAI Capital ManagementOct 22, 2020Read More
Grisanti Capital Management & MAI Capital ManagementJun 22, 2020Read More
J.M. Hartwell LP & MAI Capital ManagementMar 22, 2020Read More

2019

Rodman Capital Management & MAI Capital ManagementDec 6, 2019Read More
Dovich & Associates & MAI Capital ManagementJul 1, 2019Read More
MAI Capital Management Acquires MTX Wealth ManagementJun 17, 2019Read More
MAI Capital Management Acquires Wealth Management Division of CCI Financial Group Inc.Apr 17, 2019Read More

2018

MAI Capital Management Acquires Wealth Management Division of Calfee Financial Advisors Inc.Feb 7, 2018Read More

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