Acquisitions - MAI Capital Management

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MAI Acquisitions

Asset Management Group Joins MAI Capital Management	Jul 31, 2023	Read More
Transparent Wealth Partners, LLC Joins MAI Capital Management	Jul 7, 2023	Read More
Wiener Financial Management and MAI Capital	Apr 21, 2023	Read More

West Point Business Group & MAI Capital Are Excited to Announce Their Partnership	Oct 6, 2022	Read More
MAI Capital Management Adds New Advisor in Florida Market	Oct 3, 2022	Read More
MAI Capital Management Acquires Prime Investment Advisors	Sep 26, 2022	Read More
MAI Capital Management Adds Justin Bass to Bolster its Sports + Entertainment Division	Sep 14, 2022	Read More
MAI Capital Management Hires Dexter L. James	Aug 29, 2022	Read More
Pareto Wealth Management & MAI Capital Management Are Excited to Announce Their Partnership	Aug 10, 2022	Read More
Joe McLean and Intersect Capital Join in Growth of MAI Capital Management	Jul 21, 2022	Read More
Winfield Associates & MAI Capital Are Excited to Announce Their Partnership	Jun 27, 2022	Read More
MAI Capital Management Expands to Connecticut With Addition of New Advisor	Jan 4, 2022	Read More
Monarch, Regal & MAI Capital Management	Jan 3, 2022	Read More

Investment Planning Associates & MAI Capital Management Are Excited to Announce Their Partnership	Dec 17, 2021	Read More
Queens Oak Advisors & MAI Capital Management	Dec 10, 2021	Read More
Hochman Cole Investment Advisors & MAI Capital Management	Dec 3, 2021	Read More
Geier Asset Management, Winpoint Financial & MAI Capital	Oct 22, 2021	Read More
Storey & Associates & MAI Capital Management	Sep 30, 2021	Read More
MAI Capital Management Completes Acquisition of the Wealth Management Division of Ownership Advisors	May 5, 2021	Read More
MWM Investment Consulting & MAI Capital Management	Mar 22, 2021	Read More
HW Financial Advisors & MAI Capital Management	Feb 6, 2021	Read More

Smith Capital Management & MAI Capital Management	Dec 14, 2020	Read More
Greenway Family Office & MAI Capital Management	Oct 22, 2020	Read More
Grisanti Capital Management & MAI Capital Management	Jun 22, 2020	Read More
J.M. Hartwell LP & MAI Capital Management	Mar 22, 2020	Read More

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

MAI Capital Management Acquires Wealth Management Division of Calfee Financial Advisors Inc.

Feb 7, 2018