MAI Capital Management Named to Barron's 2020 Top RIA Firms List
September 18, 2020 – MAI Capital Management is pleased to announce its inclusion on this year’s Barron’s, Top 100 Registered Independent Advisory (RIA) Firms list. This is the third consecutive year MAI has been recognized with this national award.
The list ranks the nation’s leading independent advisory firms, weighing qualitative and quantitative components, including assets managed, the size and experience of teams and the regulatory records of the advisors and firms. The formula for this year’s ranking included several new metrics such as technology spending, staff diversity, organic and M&A growth and succession planning.
The MAI team is excited to be ranked among such an exclusive group of independent firms from across the country. This achievement was made possible by our team’s hard work and dedication to service, along with our clients. We appreciate their unwavering trust in our firm and our philosophy, and we remain dedicated to helping them achieve their financial dreams.
To view this year’s full list, please visit: https://www.barrons.com/report/top-financial-advisors/ria/2020?mod=faranking_subnav
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 to be included in their rankings or awards.
In order to be considered for the Barron’s, 2020 Top RIA Firms list, applicants were required to complete an 86-question survey, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.
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