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MAI Capital Management Named to Financial Advisor

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MAI Capital Management Named to Financial Advisor Magazine's 2019 RIA Ranking

 

MAI Capital Management is pleased to share its placement on Financial Advisor Magazine's 2019 RIA Ranking.  MAI ranked 59th in the $1 billion and over asset category, which included 282 firms in total.  This marks MAI's second consecutive year on the ranking, moving up from 64th in 2018.

This year, the ranking considered firms' assets under management as of December 31, 2018, highlighting year end 2018 assets, percent growth in assets from 2017 to 2018, assets per client, percent growth in assets per client and percent change in number of clients.

MAI recognizes the importance of growth, as it pursues its mission to be a trusted provider of sound, objective, goals-based advice in all aspects of its clients' lives.  So far in 2019, the firm has made two regional expansions, adding new clients, team members and capabilities.

To see MAI on Financial Advisor Magazine's 2019 RIA Ranking, please visit: https://www.fa-mag.com/userfiles/0000002019_IMAGES_ALL/FA_ISSUES_2019/07_FA_JULY_2019/RIA_Ranking_Online_2019.pdf

 

In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.

Financial Advisor Magazine Top Registered Investment Advisor: To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.  Firms must have at least $100 million in assets under management as of December 31, 2018 to be included in our print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.  A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity's corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA's ADV filed with the SEC.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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