Skip to Content

Company News

MAI Named to Barron’s 2021 Top RIA Firms List

< Back to News

 

MAI Capital Management Named to Barron's 2021 Top RIA Firms List

 

September 23, 2021 - 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 fourth consecutive year MAI has been recognized with this national award.

The list ranks the nation’s leading independent advisory firms, examining both qualitative and quantitative benchmarks, which include assets managed and revenue generated; regulatory record; staffing levels and diversity; technology spending; organic and M&A growth and succession planning.

The MAI team is thrilled to be ranked among such a dedicated group of independent firms from across the nation. Our team's hard work and commitment to service, along with our clients, have made this achievement possible. We remain dedicated to helping our clients fulfill their financial goals, and we appreciate their unwavering belief in our firm and our philosophy.

To view this year's full list, please visit: https://www.barrons.com/advisor/report/top-financial-advisors/ria?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 or the Financial Times or any other group to be included in their rankings or awards.

In order to be considered for the Barron’s, 2021 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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.