Join the Team

MAI empowers advisors to deliver clients holistic wealth management,
an investment platform and an infrastructure to grow their business.

Provide More for Your Clients

MAI has 100+ wealth advisory professionals to match or improve the services you offer to your clients representing 2,000+ years of collective experience.

Connect with our M&A Team

Empowering You to Grow Your Business

The hallmark of our business is highly personal service – which is why we equip advisors with the infrastructure they need to help you manage the complex and evolving needs of clients in the most complete, tailored, professional way possible.

Comprehensive Planning & Wealth Management

Offering advice in financial & retirement planning, investment management, taxes & accounting, insurance, and estate & legacy planning.

Investment Solutions

MAI’s investment team supports tailored implementation strategies with individual securities, ETFs, mutual funds, separately managed accounts, structured notes, and private investments.

Fully Integrated Technology Stack

Full suite of propriety technology and high-quality service providers integrated to improve client experience.

Advanced Marketing & Growth Focus

Integrated marketing, PR, and communications strategic team dedicated to increasing visibility of MAI.

Access to Leadership & Experienced In-House Team

Client-centric, familial culture led by a visionary CEO and highly experienced leadership team.

Operations & Compliance Support

Centralized team with deep relationships across major custodians and service providers.

MAI at-a-Glance

For nearly 50 years, MAI’s mission has been to service every client’s financial management needs in the most personal, professional and comprehensive way possible, and to provide individualized game-plans to clients for life.

27 Offices

Emerging national brand with an expanding footprint




Collaborative team with strong cultural and economic alignment

As of 3/31/24

Why I Joined MAI

Awards and Rankings

MAI is proud to be recognized as one of the top Registered Investment Advisors in the nation.

See All of Our Accolades › ›

Celebrating 50 Years

Learn about the benefits of joining MAI